Casey Vogel is a native Texan and a graduate of the University of North Texas. He is a professional wealth advisor with a diverse background and experience in portfolio management and financial planning. He is currently pursuing his Certified Financial Planner™ (CFP®) designation to further deepen his expertise in serving clients.
Before joining Smith Anglin Financial, Casey worked with Fisher Investments as an investment counselor. He also worked with both Fidelity and TD Ameritrade in their portfolio management groups. During his time at these firms, he supported the needs of hundreds of clients and helped build and manage their wealth for retirement and beyond. Casey has extensive experience in market education, financial planning, and wealth management.
Outside of work, Casey enjoys playing golf with his family. He also likes to stay active by working out at the gym, taking golf trips with his friends, and volunteering in his local community.