Casey O’Donovan portrait

Casey O’Donovan

Financial Planning Associate

At a young age, I learned the importance of financial literacy, and since then, I’ve made it my goal to help educate those in my community and empower them to make sound financial decisions. Through my prior experience as a Pension Analyst and Financial Advisor, I believe that financial planning involves looking at a client’s entire financial picture and advising them on how to achieve their short- and long-term financial goals. From saving for education and planning for retirement to effectively managing taxes and insurance, I find joy in developing valuable relationships with clients to provide them with confidence today and a more secure tomorrow.

Originally from the small coastal town of Cape Elizabeth, Maine, I have lived in Vermont, Colorado, and now call Arizona home. In my free time, I enjoy spending time with my family, volunteering with the Special Olympics, and exploring Arizona’s amazing outdoor activities.

 

Awards

What is a fun fact about yourself?

Growing up in a small coastal town in Maine, my summer job up until college graduation was lobstering 

passion

Describe your passion for the industry and your role:

I am passionate about helping individuals and families pursue their financial objectives with simplicity and transparency. I focus on providing a disciplined process to measure their progress, ensuring that my advice and guidance are tailored to support each client’s current lifestyle, retirement needs, and legacy goals. My aim is to make clients feel comfortable and confident at every step of their financial journey. 

Get in touch with Casey O’Donovan

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

Aaron Seese

Operations

Addison Adelberg, CFP®

Advisor

Adrian Sandoval

Operations

Alice DeWitt

Operations, Management

Amy Richardson, CFP®, CWS®, MBA, CPWA®

Shareholder, Management

Analeise Trevillyan

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Client Service

Anita Denton, FPQP™

Client Service

Art Tellez

Shareholder, Management

Ashley Boykin

Financial Planning Associate

Ashley Swift, MBA, FPQP™

Shareholder, Management

Aubree Jensen, MBA

Shareholder, Management

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

Tci Emeritus

Brad Hostetler

Financial Planning Associate

Carolina Gillis

Operations

Casey O’Donovan

Financial Planning Associate

Catherine Nichols, J.D.

Operations

Charlie Peck

Shareholder, Management

Cheri Bustamante

Operations

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Conine, MBA

Client Service

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Burgess

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Shareholder, Management

Devon Brown

Financial Planning Associate

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hank Peck

Tci Emeritus

Hayley Malone, CPA

Financial Planning Associate

Heather Skay

Client Service

Jack Kilkenny

Operations

Jen Nevenhoven

Shareholder, Management

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Management

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

Jessica Nelson, PhD, LMFT

Management

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Baird

Operations

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco, CFA

Financial Planning Associate

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Kelly Weber

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kristofer Lyons, CFP®, CWS®, ChFC®

Advisor

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Graves, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lori Booth-Houle

Tci Emeritus

Luis Yanez

Financial Planning Associate

Maggie Puig

Operations

Marshall Riebe, M.S., FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Management

Meredith Dean, RICP®

Financial Planning Associate

Michael Grosso, CFP®

Advisor, Shareholder

Michael Preis, CFA®

Management

Michaela Pettijohn

Operations

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

Tci Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Shareholder, Management

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®, CAP®

Advisor

Robert Swift

Tci Emeritus

Rory Barnes

Operations

Ryan Halvorson, CFP®

Advisor

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Shareholder, Management

Sarah Oxford, FPQP™

Client Service

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Shareholder, Management

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tara Murphy

Operations

Thomas Savage

Financial Planning Associate

Tom Logan, CFP®

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Valeria Larreategui

Client Service

Vanessa Burke Lee, MBA, CPA, CFP®, CFT™

Advisor, Shareholder

Get in touch with Casey O’Donovan