Access Investment Advisors : Who We Are : -
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Published on: 4/21/2008
Last Visited: 4/21/2008
Will Casey • Marge Stokes • Alex Olson
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Mr. Casey has over 20 years of experience in the areas of financial planning and asset management.
William R. Casey Certified Financial Planner
wcasey@accessinvestmentadvisors.com
Will Casey, co-founder and Vice-President of Access, has been involved in the financial planning and investment management field for over 22 years.Will is responsible for compliance and strategic planning as well as serving clients of the firm.Prior to forming Access, Will spent 11 years with North Star Resource Group, one of the largest privately held financial planning firms in the country.At the time of his departure, he was managing the Phoenix, AZ office for the firm.Will also spent 2 years at an NYSE stock brokerage firm, The Chicago Corporation, developing its financial planning department.Will earned his Certified Financial Planner designation in 1986, and currently maintains his designations as Chartered Financial Consultant and Chartered Life Underwriter.Will graduated from the University of Wisconsin - Madison with a Bachelor's degree in Business Administration in Marketing.He is actively involved in community organizations.He currently serves as Treasurer on the Board of Trustees of Holy Family Memorial Hospital and is a past President of the Board of Directors of Big Brothers Big Sisters of Manitowoc County.
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