The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
Christopher P. Casey, CFA®, CPA is a Managing Director with WindRock Wealth Management (www.windrockwealth.com). Possessing a deep understanding of economics, he serves as a trusted advisor to a diverse range of business owners, advising them on financial issues impacting their companies and their personal wealth. Throughout his career as a Director with the national financial services firm Stout Risius Ross, Mr. Casey advised business owners from a variety of industries on the risk and return profile of their equity interests. In addition, Mr. Casey also advised high net worth individuals and families related to their financial, tax and estate planning. At his previous firm, he was also in charge of marketing Private Client Services on a nationwide basis. Previously, Mr. Casey worked as an accountant with Miller Cooper & Co.
Combining a degree in economics from the University of Illinois with a specialty in the Austrian School of Economics, he advises clients on their investment portfolios to maximize their returns and minimize risk in today’s world of significant government intervention.
Mr. Casey has been a frequent speaker before a large number of organizations including various bar associations. His writings have appeared in a variety of publications and websites including Family Business and The Ludwig von Mises Institute. Chris is a Chartered Financial Analyst charterholder (CFA®) and a Certified Public Accountant (CPA). Mr. Casey enjoys cycling, cooking, reading, writing, and spending time with his children. He resides in Elmhurst, Illinois.