Casey “Case” Roberson is a native of West Monroe, Louisiana. He brings a great amount of knowledge and experience in the financial service industry. His attention to detail and unique concepts are vital to the management of his client’s financial plans. He provides his clients several services including Retirement/Income Planning, Investment Management, Insurance Assessment, Estate Planning, Business Succession Planning, and Education Planning.
A focus within his planning is protecting his client’s assets, while growing their assets tax efficiently. Case makes it a point to get to know his client’s family and the client as an individual in order to formulate a plan to best meet his client’s needs. Case has access to a wide variety of investment vehicles and access to research on market and economic conditions. He consistently reviews plans with clients and will make adjustments to match any life changes.
Case is a graduate of the University of Louisiana at Monroe with a Bachelor of Business Administration in Finance. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Plan Fiduciary Advisor.
Case is married to Bernadette, a native of New Orleans, and has two sons, Henry and James. He is a member of the Kappa Alpha Order Fraternity, parishioner of St. Jude Catholic Church, and a Board Member of the St. Jude Men’s Club. He enjoys fishing and boating at the family camp in Bay St. Louis, MS.