Casey J. Bear J.D., CFP®
Casey is responsible for managing the firm as well as advising clients of his own – particularly corporate executives, business owners, and independently wealthy families across the country. He also serves as the firm’s Chief Investment Officer. Casey graduated from Kalamazoo College, the Wayne State University School of Law, and resides in Birmingham, Mich. with his wife and four children.
On a national scale, Casey is a frequent speaker on business succession planning and other industry issues. His speaking engagements include the Shareholder Services Group’s national conference in San Diego, CA, Fidelity Investment’s “Realizing The Value In Your Firm” workshop in Chicago, IL, the Junxure Advisor Conference in Las Vegas, NV, and the NAPFA Conference in Indianapolis, IN. Mr. Bear is also a regular speaker at Bob Veres’ Insider’s Forum. During the global pandemic (and cancellation of conferences and large gatherings), Casey was recently featured on Caleb Brown’s New Planner Podcast.