Patrick Casey

Patrick Casey grew up just south of New Orleans in a hardworking family, where he learned the value of discipline, perseverance and service early on. The son of an oil worker, he carried that same work ethic into everything he pursued. He attended LSU, earning a Bachelor of Science degree, then completed Officer Candidate School and served six years in the United States Marine Corps. Those years gave him hands-on leadership experience and a deep sense of responsibility that still shapes how he works today. He later earned his MBA, laying the groundwork for a career built on serving others.

After years in sales and operations management, Patrick wanted to create something of his own that made a real difference in people’s lives. That drive led him to financial services, where he found genuine purpose in helping people take control of their money and reach their long-term goals. Following years at a big-name firm, he set out to carve his own path, one centered on honest, transparent guidance for the people who needed it most. He began by specializing in serving federal employees, then broadened his scope with the founding of LifePlan Retirement Consultants.

As a fully independent advisor, Patrick now helps people from all walks of life pursue their retirement goals with clarity and confidence. He takes the time to ensure clients understand their options and feel empowered to make smart choices. Whether he’s working with federal employees or everyday investors nearing or already in retirement, his mission stays the same: to guide, educate and preserve what matters most to the people he serves.

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