Casey Ventrillo

Casey has spent more than 20 years helping individuals and families navigate their financial lives with confidence. His approach is simple: listen closely, understand what truly matters, and design investment strategies that reflect each client’s goals and comfort level. Clients often tell him they appreciate the combination of a knowledgeable local team with the resources and reach of a national firm.

Much of his work centers on guiding families through life’s most meaningful transitions—selling a business, losing a loved one, preparing for retirement, changing careers, or celebrating the arrival of a child or grandchild. These moments deserve thoughtful planning and a steady hand.

Casey also works with Foundations, Endowments, and Associations on strategic asset allocation, portfolio construction, and investment management.

He graduated Summa Cum Laude from Rockhurst University with degrees in Finance and Economics and remains proud of the values and work ethic that education instilled in him.

Outside of work, he loves the culture of the Kansas City community—whether it’s cheering on the Royals and Chiefs or enjoying great jazz and barbecue.  He and his wife, Abigail, enjoy exploring the Hyde Park neighborhood with their two miniature schnauzers.

Casey and Ken Marker were honored to be named to the 2026 Forbes Best-In-State Wealth Management Teams.

Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com).  Review award disclosures.