Financial Planner

Casey McCoart isn’t just your financial planner — he’s your partner in crafting the retirement of your dreams, enabling you to enjoy the fruits of your lifelong labor uninterrupted. As a financial planner at Peak Retirement Planning, Casey specializes in creating robust retirement strategies for clients to help them spend their retirement years in confidence and comfort.

Before joining Peak Retirement, Casey had plenty of experience coaching. With a background as a financial advisor, retirement planner and personal trainer, Casey is adept at helping clients achieve their financial and physical goals. He earned his bachelor’s degree from Wittenberg University.

Away from the ledger and balance sheets, Casey is a devoted family man. He enjoys spending time with his wife, Elizabeth, and their four children: Colin, Alexandra, Paige “Lou” and Elyse. A lifelong resident of Dayton, Ohio, he and his family enjoy an active lifestyle that includes hiking, swimming and playing various sports. Casey believes in a balanced lifestyle that harmonizes intellectual growth with physical well-being.