Casey’s career ports across several complex and nuanced industries, from casino gaming, and commercial real estate to financial services start-ups, most recently leading the team of a concept specializing in automating the estate planning and non-traditional lending industry.

A corporate strategist that has raised capital for fintech and commercial real estate projects, Casey is also a well-respected C-suite executive that brings teams together in a collaborative manner that achieves operational efficiency, maximizing revenue and unleashing ROI for all project sponsors.

Lucas Whelan began his career as a financial advisor in 2005. During his 15 years in the industry he helped grow a successful practice and was the lead manager for a portfolio of nearly $500 million. He earned his CFA, a distinguished mark among asset managers, before transitioning to consulting work.

From asset management to helping small business owners understand their financial statements and improve operations, to helping startups raise capital and create sustainable financial models, Lucas has diverse experience and a unique perspective on capital markets and business operations.