Casey O’Donovan
Financial Planning Associate
Financial Planning Associate
Carolina Gillis
Charlie Peck
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.
Growing up in a small coastal town in Maine, my summer job up until college graduation was lobstering.
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.
4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: Phone: (520) 733-1477
casey.odonovan@tciwealth.comUniversity of Vermont
BA in EconomicsVolunteering
Golfing
Traveling
4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: Phone: (520) 733-1477
casey.odonovan@tciwealth.com