Who We Are

With more than a decade of experience in financial services, Robert uses his comprehensive knowledge to develop custom wealth management strategies for the families and individuals he serves. A love of helping others, instilled in him from a young age, has carried over to his career as he seeks to increase clients’ financial confidence and help them make investment decisions that align with their long-term goals and risk tolerance.

As a Financial Planner, Robert emphasizes that the clients are the heart of GDS Wealth Management. He strives to foster relationships with clients that are based on connections rather than transactions, and he puts the clients and their wants and needs first as he works alongside them to create financial plans that reflect their best interests.

Robert holds a bachelor’s degree in Business and is an Accredited Asset Management Specialist℠. Robert is also a member of the Dave Ramsey SmartVestor Program and adheres to the SmartVestor Code of Conduct. These certifications and memberships enable Robert to better serve clients and help them reach their financial goals.

Robert lives in Flower Mound, Texas with his wife, Lauren, and their sons, Grayson and Beckham. Robert enjoys spending his free time with his family; he and his sons love doing jiu-jitsu, building Legos, and riding bikes. The Caseys are also actively involved with RockPointe Church, where Robert is a passionate member and volunteer. As the son of a pastor, he recognizes the importance of giving back to the community and strives to live out that commitment both in and out of the office.

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^{Investment advice offered through GDS Wealth Management, a registered investment adviser. Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CPWA," and "Certified Private Wealth Advisor." Use of CPWA® , and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals and wealth advisors. For a full list of GDS Wealth Management’s disclosures, visit www.gdswealth.com/disclosures.}