Casey joined Eukles Wealth Management in October 2014 and today serves as a Managing Partner alongside his brothers, Patrick and Brian. As a wealth manager, Casey is committed to helping clients pursue their financial goals through thoughtful planning, consistent communication, and ongoing monitoring of their financial strategies.
In 2023, Casey earned the CERTIFIED FINANCIAL PLANNER™ certification, widely recognized as the standard of excellence in financial planning. CFP® professionals complete rigorous education, examination, experience, and ethical requirements and are held to a fiduciary standard when providing financial advice, requiring them to act in their clients’ best interests.
Casey also holds the Chartered Retirement Plans Specialist℠ (CRPS®) designation, which focuses on the design, implementation, and administration of employer-sponsored retirement plans. The designation reflects specialized knowledge in helping businesses and their employees navigate retirement plan strategies and options.
He graduated from Indiana University in 2011 with a bachelor’s degree in Finance and Technology Management and later earned a master’s degree in Marketing from the University of Cincinnati.
Outside of the office, Casey enjoys spending time with his wife, Hope, and their children, Warren, Ben, and Noelle. He and Hope also enjoy woodworking together, and Casey is an avid reader. He remains active in the Greater Cincinnati community and supports local organizations and causes, including Golden Gloves of Greater Cincinnati.
