Financial advice In Your Best Interests, Not Ours

We specialize in providing exceptional customer service and developing strong relationships with clients. Helping you build and maintain wealth while planning for the future is our primary objective. We do this through deep knowledge of markets, investments, taxes, and savings.

About Us

Casey Wealth Team

When we first meet with our clients, we analyze their retirement savings, current income, and future goals. With this knowledge in hand, we begin crafting a comprehensive financial plan that will lead our clients to their desired outcomes. Since we are independent advisors, you don’t have to worry that we are pushing any particular funds or products. Instead, we take the options that are available and suggest only the investments we think would work best for you, your age, life stage, goals, and risk tolerance.

We find fulfillment in assisting clients in preparing for their future. We would love to meet with you to learn more about your current financial plan and offer our suggestions. Set up a complimentary meeting to learn more about our approach.

Meet the Team

Learn more about each of the dedicated members of the Jeffrey Casey Wealth Team.

Jeffrey Casey, CFP®

Financial Professional, RJFS | Financial Advisor, SWIG

Read Bio

Zach LaBroad

Financial Advisor, SWIG

Read Bio

Contact Our Team

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Our Location

15808 West Dodge Rd., Suite 103
Omaha, NE 68118
402-932-4949

Latest Resources

  • choosing-a-quality-mutual-fund

    How to Identify a Quality Mutual Fund for Your Financial Strategy

    September 22, 2021

    When shopping for a mutual fund, you want to feel confident that

    Read More

  • hand-with-wedding-ring-removed

    How Often Should You Review Your Will?

    September 15, 2021

    Thinking about your will can be an uncomfortable experience, as it requires

    Read More

  • two-college-students-on-campus

    Parents of College Students: 8 Facts About the Parent PLUS Loan

    September 8, 2021

    Have you heard about a Parent PLUS loan? Maybe you’ve even taken

    Read More

See More Resources