Senior Retirement Plan Consultant
Casey McKillip, MBA, CPFA™, AIF®
Aldrich Wealth LP
Casey's EXPERTISE
- Certified Plan Fiduciary Advisor
- Accredited Investment Fiduciary®
- Retirement plan consulting
- Investment research
- Fiduciary oversight
- Investment research
- Portfolio construction
- Recordkeeper platform research
- Fee analysis
- Policy statement review
Prior to joining Aldrich, Casey McKillip was a retirement plan consultant and portfolio manager for Northwest Capital Management. His broad range of expertise included retirement plan fiduciary oversight, investment research and portfolio construction as well as providing recordkeeper platform research, fee analysis, revenue sharing and policy statement review. Prior to Northwest Capital Management, Casey worked with financial planners and advisors at Merrill Lynch, in the Portland office, providing analytical support and asset allocation recommendations.
Casey earned a BS in finance and entrepreneurship from the Charles H. Lundquist College of Business at the University of Oregon and a Masters of Business Administration from George Fox University. Casey has completed the Certified Health Savings Advisor course and has a Series 65 securities license, the Certified Plan Fiduciary Advisor (CPFA) designation and the Accredited Investment Fiduciary® accreditation.
