Andres Casas, CWS®

Andres leads a team of professionals dedicated to providing high-net-worth families, closely-held businesses, and charitable organizations with a full range of customized wealth services including investment management, private banking, trust & estate services and comprehensive wealth planning. Andres joined the organization in 2011 and has 20 years of experience in the financial services industry.

Andres earned his Bachelors of Business Administration in Finance from the University of Colorado at Denver. Andres received the Certified Wealth Specialist designation and holds his Series 7, 24 and 66 securities licenses, as well as his Life & Health Insurance licenses.

Andres is actively involved in his community and is a current Board Member of the Harlem Grown and serves as a Finance Committee Member for the Latino Foundation of Colorado.

Andres resides in Denver with his family. In his spare time, Andres enjoys playing and coaching soccer and spending time with family and friends.