Casey earned a bachelor's of science degree with a major in finance from Berry College in Rome, Georgia and earned his Series 7 and 66 while employed with AXA Advisor's in Atlanta. Unhappy with the brokerage product pushing agenda, Casey became a registered investment advisor and formed CT Smith Financial Services in June 2001 which later became Wiser Wealth Management to better reflect the firm's service offerings. Casey has earned the Master of Estate Preservation designation and has attended tax training school in order to better manage his client's wealth. Casey is also a candidate for the Certified Financial Planner designation. Casey can be contacted via email at casey@wiserinvestor.com (mailto:casey@wiserinvestor.com)

For Casey's current speaking engagements see www.wiserinvestor.com (http://www.wiserinvestor.com)