Casey Rosenthal CFP^®

Casey is the newest addition to our RWMG family of advisors, joining the firm full-time in the early 2020s after graduating from Roanoke College with a major in Actuarial Science and a minor in mathematics. He applies his knowledge in assessing risk across various industries, including insurance, finance, pensions, and investments, helping clients make informed decisions and develop strategies to mitigate potential risks. In addition to advising clients, Casey is an integral part of the RWMG investment advisory team. Outside of work, he enjoys watching and playing baseball, golfing, and engaging in various outdoor sports activities.