Growing up just south of New Orleans in a hardworking family, Patrick Casey learned the value of discipline, perseverance, and service early on. The son of an oil worker, Patrick’s hard-working nature followed him in his educational pursuits. He attended LSU, earning a Bachelor of Science degree. Afterwards, he went to Officer Candidate School (OCS) and graduated before serving in the United States Marine Corps (USMC) for six years, gaining invaluable leadership experience and a deep understanding of responsibility. Patrick went on to pursue his MBA, setting the foundation for a career that would allow him to serve his community in a different way.

After years in sales and operations management, Patrick wanted to create something of his own that truly made a difference in people’s lives. That drive led him to financial services, where he discovered deep satisfaction in helping people take control of their money and achieve their long-term financial goals. After years at a big-name firm, he set out to carve his own unique path, one focused on providing honest, transparent financial guidance to those who needed it most. He specialized at first in serving federal employees but soon expanded his scope with the founding of LifePlan & Retirement Services.

As a fully independent fiduciary advisor, Patrick is now focused on helping people from all walks of life achieve their retirement goals with confidence and peace of mind. With a deep commitment to investor education, he takes the time to help ensure that clients understand all their options and feel empowered to make good choices. Whether working with federal employees or everyday investors who are already retired or nearing retirement, his mission is to help guide, educate, and protect those he serves.

Outside of work, Patrick enjoys the outdoors, riding his motorcycle, and spending time with his wife, a dedicated nurse.