Robert L. Casey, AAMS®

As the son of a pastor, Robert Casey learned early that people matter more than transactions—a value that’s become the foundation of how he serves clients as Senior Vice President and Cofounder of GDS Wealth Management.

Robert holds a bachelor’s degree in business and is an Accredited Asset Management Specialist℠ (AAMS®). He also participates in the Ramsey SmartVestor program and adheres to the SmartVestor Code of Conduct. But what sets him apart is his approach: he builds relationships based on connection, not transaction, working alongside clients to strengthen their financial confidence and guide investment decisions suited to their goals and comfort with risk.

Robert lives in Flower Mound, Texas, with his wife, Lauren, and their sons, Grayson and Beckham. Active at RockPointe Church, where he volunteers regularly, Robert brings that same spirit of service into his community—and into his free time, which includes jiu-jitsu, building Legos, and riding bikes with his family.

GDS Wealth Management is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. GDS pays a flat annual marketing fee to participate in the SmartVestor program, which allows Robert Casey to be listed as a SmartVestor Pro. Participation in this program does not constitute an endorsement, recommendation, or sponsorship by Ramsey Solutions, or any affiliated organization. No additional compensation is paid to Robert Casey for client referrals through the program, and clients or prospective clients are under no obligation to engage the firm through SmartVestor. For additional information regarding GDS’s advisory services, professional designations, and business practices, please visit www.gdswealth.com/disclosures.