Casey Berrall, CIMA®

Casey Berrall, CIMA®

Financial Consultant

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

Casey graduated from the University of Minnesota with degrees in Economics and Spanish.  His working career began 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 AnalystSM professional. He focuses on mutual fund and money manager selection, retirement and income planning, corporate retirement plans, and cash and debt management.  He lives in Sussex with his wife and two daughters.