Casey Berrall, CIMA®

Casey Berrall, CIMA®

Financial Advisor, First Vice President - Investments

Phone: (262) 798-3787
Fax: (262) 798-3595
E-mail:
 

Casey focuses on: retirement and income planning, portfolio analysis, mutual fund and money manager selection, and corporate retirement plans. He graduated from the University of Minnesota with degrees in Economics and Spanish, and began his working career at a national bank where he was manager of consumer lending. In 2003 he moved back to the Milwaukee area to join the family business. Casey is a Certified Investment Management AnalystTM professional. He enjoys playing soccer, softball, trap shooting, and spending time with his wife and three daughters.