Casey Startzell, CFP, EA

I spent years working alongside my father, Jim, before taking on my own role in the practice. I was fortunate to learn the work directly from him, in real client situations with real stakes, which gave me a special foundation for the service I give to others. 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 the design and oversight of Legacy as a whole, while I focus on complex situations of retirement planning, employee equity compensation, and strategies for business owners. I'm also the firm's primary tax specialist and I prepare client returns directly. 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.

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®)