Daniel P. Casey, V.P.

Dan began his financial career in Chicago, working for Edward Jones, where he built a successful practice.


He joined the Athena Financial Group because he wanted to work with a full service,fee only fiduciary firm that tailors to families, small businesses and  professionals. In addition to financial planning, Dan is in charge of    investment research and policy at the firm.

A native of Boston, he has a bachelor’s from the University of New England  and a Masters from University of Miami (FL). 

In addition to his passion for finance, Dan is a exercise physiologist with over a decade of expertise. His main passion points included working with    athletes to improve performance, in addition to helping the general  population with their overall health and weight loss goals. 


At the root of Dan's interests is a passion for helping people better  themselves.

He and his wife, Bre, live in Royal Oak with their dog Cosmo. In their spare  time they enjoy music, cooking, working out, playing instruments at home  and traveling. Their goal is to visit at least two new places each year! 

705 Barclay Circle,  Suite 125 Rochester Hills,  MI 48307

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Advisory services offered through Athena Advisory Services, Inc. A Registered Investment Advisor. Tax Planning and Insurance Services offered through the Athena Financial Group.

The Athena Financial Group is part of the Arrowroot Family Office.

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