Casey Startzell, CFP, EA

I spent years working alongside my father, Jim, before taking on my own role in the practice. He built most of what Legacy Financial is today, and learning the work directly from him, in real client situations with real stakes, gave me a foundation I couldn't have gotten any other way. When I joined formally in 2012, I became the third generation of Startzells to carry this work forward, and I haven't lost sight of what that means.

My work covers both retirement planning and tax preparation. The planning side involves helping clients work through the decisions that carry the most weight at retirement, including how to structure income, when to claim Social Security, how to coordinate Medicare, and how to build a tax strategy that holds up over time rather than just looking good on paper. I'm also the firm's primary tax specialist, which means I prepare client returns directly rather than referring them out. The IRS Enrolled Agent is the highest credential the federal government issues for tax professionals, and holding it alongside the CFP means the planning and the tax work are always happening in the same conversation, with the same person.

I live in Yardley with my wife and daughters. When I'm not at the office, I'm usually with them, whether that's traveling somewhere new or working through whatever's next on the home project list. I also surf whenever I get the chance, which is a good reminder that not everything needs a spreadsheet.

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• IRS Enrolled Agent (EA)
• Certified Tax Specialist (CTS™)
• Certified Financial Education Instructor (CFEI®)