Helping You Align Your Wealth With What Matters Most.
Casey Mushrush, J.D., AIF®, CFP®
Wealth Advisor
Casey has always been intrigued by the mechanics of money; not just how it works, but how people relate to it. From a young age, he recognized the emotional weight that money can carry and the impact it has on individuals and families. That curiosity led him to become a financial advisor, not only to deepen his understanding but to help others align their financial decisions with their goals and values.
With a background in comprehensive financial planning, Casey focuses on helping clients navigate all aspects of their financial lives, including small business development, retirement accumulation, tax-efficient distribution strategies, investment portfolio management, and the thoughtful transfer of wealth to future generations. He especially enjoys helping clients move beyond investment conversations to incorporate estate and tax planning strategies that reflect their unique priorities, whether that means preparing a business for transition, or designing a charitable giving plan that leaves a lasting legacy.
Financial planning is a puzzle, and the challenge is finding the correct pieces and fitting them in a way to work the best for the client. Even situations that at first glance look identical can have different results due to differences in goals. Helping clients understand how the pieces fit together, and seeing the 'aha' moment when everything clicks into place brings a great deal of satisfaction.
Casey’s belief is simple: a financial plan is only as good as a client’s ability to stick with it. That’s why he emphasizes behavioral awareness and client-specific strategy over cookie-cutter strategies. A ‘perfect’ plan on paper doesn’t mean much if it can’t be implemented in real life. His process is designed to help clients build plans they can understand and follow, even during life’s more difficult seasons.
Financial education is a cornerstone of Casey’s approach. He believes that helping clients understand their options is just as important as helping them choose the right ones. That same belief in lifelong learning drives his own commitment to professional development. Casey holds the CERTIFIED FINANCIAL PLANNER® certification and is an Accredited Investment Fiduciary (AIF®). He also earned his J.D., magna cum laude, from Mitchell Hamline School of Law in 2023.
When he’s not meeting with clients or serving as the Managing Attorney at Premier Trust and Estate, PLC, Casey enjoys spending time with his wife, Ericka, and his five children; Mikayla, Henrick, Caiden, Hazel, and Owen. Whether it’s hitting the tennis court with his oldest, going on bike rides around the neighborhood, or baking the perfect loaf of bread, family time keeps life full. He’s also known for experimenting with handcrafted shaving soaps in his rare spare time.
*Premier Trust and Estate, PLC is not affiliated with LPL Financial or Premier Investments and Wealth Management. Premier Investments & Wealth Management and LPL Financial do not offer legal advice.