About Our Firm
Here’s our story. We look forward to hearing yours.
Casey Wealth Consultants
Casey Wealth Consultants’ mission is to help our clients invest for, transition into and strategically position their retirement dollars. We work with clients throughout Kentucky, Indiana and Tennessee to help clients meet their financial goals through the use of insurance and investment products.
Joe Casey, RFC
Founder/Chief Financial Consultant
Joe Casey is founder and president of Casey Wealth Consultants. CWC is a financial services firm working to help both retirees and pre-retirees manage their financial legacy. Joe’s investment focus is on helping his clients protect their assets, take income and grow their nest egg in the most efficient way.
Joe’s areas of focus include:
- Retirement income strategies for lifetime paychecks
- Social Security optimization to help clients maximize monthly benefits
- Wealth preservation to help protect what clients have spent a lifetime accumulating
- Institutional wealth management that is designed for low volatility control, avoiding the major shifts in the market
- Tax-efficient strategies that help reduce and/or eliminate taxes
- Health care that helps protect assets
- Wealth transfer to efficiently transfer assets to the next generation
Joe has helped hundreds of individuals retire confidently using fundamental principles for proper wealth management. After earning his theology degree from Valor Christian College, Joe went on to complete postgraduate work at Kaplan University, where he earned a business degree. He is a Registered Financial Consultant (RFC) with the International Association of Registered Financial Consultants, which required coursework in a broad range of financial subjects. He is a licensed insurance professional and Investment Advisor Representative.
Away from work, Joe is an active member of his local church and assists in many community outreach programs. In 2002, Joe married the love of his life, Candice Casey, and together they have two sons, Will and Ben. Joe and Candice work alongside each other, providing the perfect husband and wife team. With their combined experience and varied skills, Joe and Candice form a versatile team capable of providing the personalized and comprehensive services retirees and pre-retirees need in order to work toward financial independence.
Co-Founder/Operation Vice President
Candice’s areas of focus include:
- Management of operations team at CWC
- Providing client transfer services
- Social Security optimization to help clients maximize monthly benefits
- Tax-efficient strategies that help reduce and/or eliminate unnecessary taxes
- Long-term care planning that helps protect assets
Candice leads a specialized women’s group at CWC called “Leading Ladies.” This is a socially driven group that is designed to empower ladies within our business to take a leading role when it comes to their money and their futures.
Candice attended Valor Christian College and achieved a degree in Christian Education. She then furthered her education through Kaplan University and is a licensed insurance professional. Candice’s dedication to helping retirees has led to a loyal and growing clientele. Outside of work, she is mother to Will and Ben Casey and volunteers in their family’s local church. The joy of Candice’s life has been working with Joe, living life together with one another and their community in Louisville.
As a financial advisor, Mike makes the complicated simple by providing his clients information, so they can feel more comfortable about the decisions they make regarding their financial health. He believes that the seeds of our financial future are planted in the steps taken today.
Mike is committed to always doing what is in the client’s best interest and it doesn’t matter if it takes hours to explain investment concepts to the novice investor. He develops a close understanding of his clients’ needs in order to create a comprehensive plan which will assist them in pursuing both short and long-term goals. Mike operates to a fiduciary standard as an Investment Adviser Representative who has passed the Series 65 securities exam and is a licensed insurance professional. He attended Indiana State University where he studied Business Administration and has his theology degree from Valor Christian College.
Mike is married to his wife of 25 years, Jennifer Battaglia, and they have two daughters and four grandchildren. Mike is an active member of his local church and enjoys serving in the community. In his down time, he enjoys spending time outdoors. His interests include fishing, hunting and golfing.
After graduating from Valor Christian College in 2009 with a degree in music and arts, Mercedes achieved her Bachelor of Arts degree at Indiana University Southeast. Mercedes has more than five years of experience in management and marketing, and has been with CWC since 2011.
Her experience and passion for people are an asset to our clients and our company.
Mercedes is a key part of our Casey Wealth Consultants team – and plays a vital role with our clientele. She helps plan and facilitate our public informational events as well as our client events. In addition to managing our events and calendar, Mercedes also helps provide up-to-date information through our weekly e-newsletter, our bimonthly print newsletter and many other timely books and articles for our clients and prospective clients. She is a resource for our clients for making sure they know what events and services are available for them and their friends and families.
Growing up in a large family in Indianapolis with parents who pastor, family is a huge passion for Mercedes. She and her husband, Daniel, raise their two daughters, Eliada and Alexis, in the Louisville Metro area. Mercedes has been actively involved with many community organizations, from Big Brothers Big Sisters to her local church.
Client Relations Consultant
In January 2018, Chuck Whitlock joined Casey Wealth Consultants to provide consultation on strategic planning, client relations, marketing initiatives and team development.
Following graduation from the University of Iowa with a BA in general science and mathematics, Chuck was commissioned in the regular Army. For the next nine years, he flew helicopters, commanded small combat units and managed personnel systems. Chuck left active duty in 1969 to begin a career in large hospital administration. His chosen specialty was human resource management.
In 1973, Chuck was recalled to active duty to serve on the staff of the Army Command and General Staff College, where he was the administrative manager of the Worldwide Correspondence Study Program, serving more than 15,000 officer students. Returning to the health care field in late 1975, Chuck continued as HR executive for a large hospital system in South Carolina. Later, he was selected as one of only six Army Reserve Officers to attend the Army War College, where he graduated in 1979.
Proceeding graduation from the Army War College, Chuck was asked to join the executive staff of St. Joseph’s Health System and relocated to Atlanta. He completed his MBA in 1985 from Brenau Professional College with a concentration in organization development and management of organizational change. In 1989, Chuck became president of two companies providing medical office renovation and staffing support for hospitals and physicians.
After his promotion to brigadier general in 1991, Chuck’s final military assignment was as deputy commander of the 81st Army Reserve Command, the largest reserve troop in the nation.
Chuck’s first retirement after his last military assignment was short lived, and in 1996 he entered the world of financial services. Joining a consulting firm focusing on insurance and employee benefits, Chuck helped to design, develop and implement a Qualified Deferred Compensation Plan for physicians and health care executives employed by large hospital systems. During his time in financial services, Chuck became securities and insurance licensed to enable him to provide the best retirement planning advice and products to his clients.
Back to retirement in 2002, and then a move to Louisville in 2013, Chuck and his lovely wife, Ann, soon became clients of Casey Wealth Consultants. Whether it was this country, major industries, the local church, or now – retirees of this region, the Whitlocks are an amazing duo who have poured their lives into serving. After his second stint of retirement from more than 42 highly successful years of executive leadership and business management, Chuck felt that the work that CWC is doing with retirees in our region was well worth getting back in the saddle … and we couldn’t be happier!
Sooner born, Sooner bred, right? Ashley was born and raised in Norman, Oklahoma. Before moving to Louisville with her family in 2017, Ashley attended college at The University of Oklahoma.
While she continues her education at the University of Louisville, Ashley has found a home here on the team at Casey Wealth Consultants as of late 2017. Ashley is upbeat, kind and warmhearted. She is the perfect face to welcome all of our clients and prospective clients into our office and our events. Ashley is organized and punctual, and her hard work-ethic is unmatched. The benefit of her addition to our team has already become evident, both to each of us at Casey Wealth Consultants, as well as to clients she has assisted.
Outside of working with Casey Wealth Consultants, Ashley loves spending time with her family, is passionate about dance and regularly serves in her local church. Through both her sorority and her church, Ashley spends much of her free time volunteering. She has volunteered at charitable events benefiting the Arthritis Foundation and served the less fortunate in homeless shelters. Probably closest to her heart recently, Ashley served her great-grandmother and the other residents of the nursing home she resided in.
Client Relations Specialist
Hailey loves welcoming new clients into our office with a smile and fresh cup of tea. Born and raised in Norman, Oklahoma, Hailey moved to Louisville, Kentucky, in 2017 to pursue a career in the financial industry.
Hailey is an active participant in her church and has done everything from volunteering in kids’ ministry to helping feed the homeless. She loves to spend her free time giving back to her community.
Client Service Specialist
Kara is outgoing, uplifting, punctual and organized, making her a great addition to our Operations department. She was born and raised in Louisville, Kentucky, and is studying for her bachelor’s degree in business and finance at Jefferson Community and Technical College.
Kara attends and serves at her church regularly, and in her spare time, she volunteers at The Lord’s Kitchen, Plus One Outreach and various other homeless shelters. She enjoys traveling and living life to the fullest, taking on all of the adventurous things that God places in her path. She also enjoys devoting her free time to her friendships and family.
Special Events Coordinator
Born in Colorado, but moved to Kentucky at the age of one, Laura’s entire life has been in this beautiful bluegrass state.
Laura has been married over 35 years, and together with her husband, Bill, has three grown children. Her children, their spouses and her nine grandchildren are adored and considered Laura’s greatest accomplishment in life.
Laura retired from the corporate life after many years at UPS, not to sit still, but to pursue some unfulfilled passions. She enjoyed being a part of their Brokerage and Supply Chain Solutions Operation for well over 20 years. Laura holds many certifications and has been involved on many different platforms in life, but her passion has always been in the event planning and hospitality arena. This goes hand in hand with her love for people.
"I love to hear a person tell me their dream or vision for an event and then make it happen for them with everything that's in me!" Laura says. "Sometimes you only get one chance to create a most amazing life event."
This holds very true and is the reason she came on board to the Marketing Team at Casey Wealth Consultants planning Special Events with Joe. Laura is proof that if you plan well and obtain great counsel and advice, retirement can be a beautiful adventure.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at email@example.com or call us at 502-CWC-3133 / 888-CWC-1105 today!
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Casey Wealth Consultants?
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