2015 Fall Conference Speaker

Casey Bear

Casey Bear

Mr. Bear is responsible for managing the firm as well as advising clients of his own – particularly executives, business owners, and successful professionals in the accumulation phase of their wealth planning. Mr. Bear also serves as the firm’s Chief Compliance Officer. Mr. Bear graduated from Kalamazoo College, the Wayne State University School of Law, and currently resides in Birmingham, MI with his wife and two children.

On a national scale, Mr. Bear is a frequent speaker on business succession planning and related industry issues. His recent speaking engagements include the Shareholder Services Group's national conference in San Diego, CA, Fidelity Investment's "Realizing The Value In Your Firm" workshop in Chicago, IL, and the upcoming Junxure Advisor Conference in Las Vegas, Nevada. Mr. Bear is also a regular speaker at Bob Veres' Insider's Forum.

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