Casey Snyder

 

Casey Snyder, CFP®

Partner
Senior Vice President – Wealth Manager, The Sedoric Group 

“I focus on the components of financial success that can be managed, rather than the variables beyond our control.”

Casey is a steward for a select number of successful families and individuals in their quest for financial independence. He utilizes his background in finance and human behavior to develop comprehensive planning and wealth management strategies that are tailored to the unique needs of each client. In conjunction with his clients’ tax, legal, and estate professionals, Casey is collaborative and thoughtful in his approach, and values how his clients’ lives are empowered through the planning process.

As a CERTIFIED FINANCIAL PLANNERTM and valuable member of the Sedoric Group, Casey’s commentary and perspective has been published in local, regional, and nationally recognized publications including the New Hampshire Business Review, Barron’s, and the Financial Times.

Casey resides in Eliot, Maine with his wife Rhea, their daughter, Cecelia, and their two cats, Nile and Penny. He enjoys reading, frequenting the local farmers markets, the outdoors, and cherishes life in the Seacoast.

More about Casey:

  1. Describe your personality in one sentence?
    I am pragmatic, impatient, persistent, and big picture thinker.

  2. What would you be doing if you couldn’t work in finance?
    I would teach financial literacy and behavioral finance at the collegiate level.

  3. What are your wardrobe constants?
    Jeans and button downs. I love jeans, and am pleased that they are becoming increasingly common in the workplace.

  4. What unknown talent do you possess?
    I love to cook. As a college student, I discovered I had certain food sensitivities. I learned how to cook as a result and it has been a passion and creative outlet ever since.

I love what I do and believe as a profession it's critical we practice what we preach.