Wealth Manager & Principle - Dallas, TX
Casey Kupper, CFP®, CFA, CAIA®
Just like their clients, not all financial planners and wealth management advisors have the same backgrounds or experiences. For some, it means having a family member who is involved in the financial industry, making it easier to learn the basics. For others, like Casey, it means getting up at 5:00 a.m. to help milk the cows and around the family farm.
While milking cows didn’t teach Casey about the difference between an IRA and a 401(k), it did help establish his hardworking personality. It did help him understand that you can’t control everything and that you often need back-up plans and a healthy dose of perseverance. Much like a farmer doesn’t control the weather, a wealth manager does not control the stock market. For both, you still need to take good steps every day to move forward and overcome obstacles.
Casey became a partner of Cadent Capital in 2018 and, together with Taylor Steele, is shaping the future of how the team helps clients achieve their goals.
One Piece of Advice
“We don’t all have luck, but we can all have a plan. If you have a plan and properly execute it, luck isn’t needed.”
Why I Became a Financial Planner
Growing up on a dairy farm had a significant impact on Casey’s personality and beliefs. He learned the meaning of hard work and what it took to make an honest living. In his early years, he wasn’t sure what he ultimately wanted to do, but anything that involved strategic thinking and helping others was on the table.
Casey’s natural curiosity led him to financial planning when he met his future wife, Michelle, at Texas A&M University, and they began planning their future. Exploring how to blend their finances, plan for a house purchase and future kids, led to the discovery that wealth management was not only a viable career, but one that Casey was deeply passionate about.
My Career & Credentials
Once Casey and Michelle were engaged, he moved home to save money. While working on the farm, Casey earned his B.S in Economics from the University of North Texas. With his hardworking, go-getter personality, Casey parlayed an internship into a two-decade career helping High Net Worth and Ultra High Income families achieve their goals.
Never accepting the status quo, Casey continued to learn and grow to serve his clients better along the way. He became one of a small group of professionals with both their CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Analyst (CFA) marks. Also, with High Net Worth families’ increasing needs for alternative investments, Casey became a Chartered Alternative Investment Analyst (CAIA®).
Casey’s expertise has been quoted in multiple publications including CBS’s DFW affiliate newscast during the height of the COVID-19 crisis.
Along with his active involvement in many professional organizations including the Financial Planning Association’s DFW chapter, Casey is currently serving on the Board of Governors for the Dallas Estate Planning Council. Casey is especially excited about his role as an Instructor in the Certified Planning Program at Southern Methodist University, where he teaches Investment Planning to aspiring financial planners. At his core, Casey is still the hardworking, dairy farmer who loves to help others learn and grow. For him, there is no better way to pay back the investment others have made in him than to instill the values and knowledge required of the profession into the next generation.
Life Away from the Office
When not cheering for their beloved Aggies and equally loved Cowboys, Casey and Michelle can be found supporting their two children, Emma and Gray. With the kids now in 9th and 5th grade, Casey’s coaching career appears to be over after more than 20 seasons patrolling the sidelines.
Family trips frequently take them to the family farm in Valley View and to see Michelle’s family in College Station. Casey enjoys cycling and chess when he finds a rare, free minute. Also, the Kuppers are members of the Good Shepard Catholic Community in Colleyville.
*Raymond James is not affiliated with the entities mentioned herein.