Casey Conrad

Wealth Advisor Associate

Denver - Tech Center, Colorado

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Casey Conrad is passionate about helping individuals and families improve their financial well-being through education, guidance and ongoing support. Inspired by his own upbringing in a low-income household, he is driven to make financial knowledge accessible and impactful for those who need it most.
Casey brings nearly a decade of experience in financial services. Prior to joining his current firm, he worked as an Internal Wholesaler for Capital Group, covering Oklahoma and the Austin area. Before that, he spent six years as a banker across several credit unions, developing a strong foundation in client service and financial strategy.
Casey earned his bachelor’s degree in business administration from Tarleton State University. He also holds his Series 7 and Series 66 licenses, which support his ability to deliver comprehensive wealth management services.
Outside of work, Casey enjoys reading, watching movies, and collecting sports and 90’s memorabilia. A lifelong sports fan, he rarely passes up a game—especially if there’s a ball involved. He also values time at home with his wife of nearly 10 years and their two cats.