Casey Herron, CFP®, CTFA

Independent Branch Leader and Financial Consultant

+1 406-214-3355

Financial credentials

  • Certified Trust and Financial Advisor
  • Series 6, 7, 9, 10 Securities Licenses
  • Life & Variable Annuity Insurance License


14 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2021-present
  • Wealth Management Advisor, TIAA, 2014-2020


  • MS, Advanced Financial Planning, Golden Gate University
  • MS, Investment Management and Financial Analysis, Creighton University
  • Certificate in Financial Planning, Boston University
  • BA, Finance and Marketing, University of Northern Colorado

Personal interests and affiliations

  • Financial Planning Association, Member
  • Missoula Area Chamber of Commerce, Member,
  • University of Montana Athletics Quarterback & Roundball Club, Member
  • Missoula Downtown Association, Member

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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