Dan Casey founded Westlake Financial Advisors LLC in 2003. Dan Casey and Steve Minihan have nearly 30 years of combined experience in the financial services industry. Prior to becoming involved in financial services, they were colleagues at the Atlantic Richfield Company (ARCO). After a highly successful career as a corporate financial executive, as well as time spent working at ARCO with Dan and Steve, Stacey Peterson has joined the firm. We all have MBA’s from outstanding universities and extensive financial experience.
We believe our clients aren’t just looking for an advisor to provide investment advice; they’re looking for an advisor whom they can trust and with whom they can build a long-lasting relationship. With a passion for using our skills and experience to help others, we are dedicated to building trusted partnerships with our clients and helping them invest wisely to build, use, preserve and pass on their wealth.
We enjoy working with a diverse range of clients from Millennials and Generation X professionals attempting to accumulate wealth to pre-retirees and retirees focused on preserving what they’ve built and effectively transferring their assets to future generations. Wherever they are in life, our clients understand the value of working with an advisor. They seek knowledgeable professionals who can provide sound insights and unbiased advice so they can be more confident in their decision-making. With a financial partner at their side, they can better prepare for and handle the stress of difficult financial times when they arise and stay on course to reach their financial goals.
Beginning with our first conversations, we take the time to learn about our clients and the kind of help they need to reach their financial goals. And this exchange goes both ways. By understanding our client’s values, needs and objectives, we can better communicate how our values, skills and recommendations may help them to succeed. We believe that by working closely with clients to understand their needs, we can provide focused and effective advice on retirement strategies, investing, managing risk, and protecting wealth.