Casey Walker

Casey Walker – Summit Point Wealth Management and Walker Investments

LPL Investment Advisor Representative

Casey is a licensed life and disability insurance agent and a Investment Advisor Representative with LPL Financial.

Casey entered the financial services industry in 1995, and has a bachelor’s degree from the University of Utah in Finance and Risk Management.  He has built a clientele that consists of individuals, retired couples, widows/widowers, attorneys, doctors, as well as small business owners.  Casey’s goal is two-fold: to maximize his clients’ protection and minimize his clients’ costs, to help create more wealth without additional out of pocket expense.