WILLOW PRIVATE WEALTH - Key Persons

Job Titles:

• Partner, Wealth Management Advisor

Casey specializes in working with medical professionals and people nearing retirement or currently retired. He understands that many of his clients are busy and often don't have the time to devote to financial planning. At the same time, they want to prepare for a secure financial future. Casey bridges this gap. As an advocate for his clients and their children, he creates workable, real-life financial plans to help them become financially independent, enjoy retirement and leave a legacy for the next generation. Casey is originally from Georgetown, Kentucky. His wife, Ashley, is from Vestavia Hills. The couple has three children - Olivia, Norah and Finn - and live near Mt. Laurel in Birmingham. He is a graduate of Samford University and enjoys spending time with his family, gardening, golf, playing guitar and hunting. "I've found that most people desire to be financially secure yet very few are able to achieve it. I believe that this is due to the chasm between intention and direction. This is where I can help."

Job Titles:

• Client Relationship Coordinator
• Registered Client Services Director

Job Titles:

• Partner, Wealth Management Advisor

Wes was introduced to the financial world through his father, who is a Certified Public Accountant (CPA). He became passionate about financial planning as he worked with an advisor preparing for his own financial future. This fasciation with what's possible through planning led him to pursue a career in the profession. Today, he loves helping his clients work toward their financial goals. Wes and his wife, Jessica, have one son named Avery and live in Vestavia Hills, Alabama. Jessica is the Executive Director of the Alabama Chapter of the Alzheimer's Association, and the family is regularly engaged in Alzheimer's awareness and fundraising activities. They are also active with their church. Wes is an avid sports fan and enjoys being outdoors as much as possible.