Chris Casale

Financial Planning Associate


Chris was born and raised in the DC suburbs, often from behind hotel front desks where he watched his father serve guests and lead teams as a hotel manager. Small wonder, then, that he married this love for client service with his knack for numbers by launching a career in hotel finance. Over a decade in financial planning and investment analysis, Chris worked for and with renowned international hospitality brands, always excited about how the math connected to exceptional guest experiences. 

While spending his days working on hotel finance projects, Chris developed a passion for personal finance, and began spending weekends and evenings speaking with family and friends about their financial goals. Here he also saw an intersection between analytics and lived experiences. As Chris became a father and contemplated a second chapter for his career, he decided to translate that weekend passion into a career.

Chris holds a B.S. in Finance and a B.A. in Marketing from Georgetown University, where he also played on the varsity baseball team. He also holds a Masters in Financial Planning from the University of Georgia.

Today, Chris lives in Salt Lake City with his wife (Erin), their sons (CJ and Reed) and rescue dog (Squints.)