Retirement Plan Consultant
Casey McKillip, MBA, CHSA®
- Retirement plan consulting
- Investment research
Prior to joining Aldrich, Casey was a retirement plan consultant and portfolio manager for Northwest Capital Management. His broad range of expertise included retirement plan fiduciary oversite, 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 also holds a Series 65 license and is currently working on his Certified Plan Fiduciary Advisor accreditation.