Providence Wealth Systems
Casey Nickels is a seasoned entrepreneur and financial expert with extensive experience across multiple sectors. Currently serving as Co-Founder and CEO of Providence Wealth Systems since March 2023, Casey leads the integration of estate planning, asset management, and insurance through the proprietary Living Benefit Estate PlanTM. As Founder and CEO of 90 West Beef since September 2022, Casey specializes in procuring high-quality wagyu beef from South Dakota. Previously, Casey spent six years as a Financial Advisor at Top 4 Mutual Insurance Company, focusing on developing a wealth system that enhances fiduciary standards. Other notable roles include Director of Client Experience & Change Management Lead at Revenue Analytics, Inc., Senior Associate in M&A at Georgia-Pacific LLC, and Analyst at SunTrust Robinson Humphrey. Casey holds a BBA in Finance from the University of Georgia's Terry College of Business.
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Providence Wealth Systems
We believe in creating and preserving wealth for a secure retirement and for generations beyond. Our strategy balances risk and return. Over 1000 90 year market simulations, our approach never hits zero balance, while modern portfolio theory-based approaches run out of money 30% of the time or more! In addition our approach achieves a CAGR of more than 10% per year. Contact us, and allow us to help you leverage the secrets that generational wealth families have used for 150 years.