Casey Hartman

Project Assistant
Hi, I’m Casey, and I currently serve as the Project Assistant at Ideas by Mike, LLC. In my role, I work to support the operational processes and contribute to Mike’s strategic goals, all with the aim of improving our productivity and the overall experience for our prospects and clients.

I was born and raised in the Kansas City, MO metro area, and after high school, I joined the Navy. During my time in the Navy, I specialized in network administration and cyber defense operations. I also had the privilege of leading and mentoring junior Sailors, helping them achieve their career, educational, and personal goals. The last six years of my Navy career were spent stationed in Norfolk, where I became deeply involved in the Hampton Roads community by volunteering and supporting several local and regional nonprofit organizations.

My interest in the financial sector started back in high school when I took accounting classes. Over the years, I’ve gained diverse experience in finance, including working in the Cash Operations department at an amusement park, serving as a financial counselor at two Navy duty assignments, and as a licensed assistant to a certified financial advisor. I am also currently serving my third term as the treasurer at my church, which has allowed me to continue applying my financial expertise in a meaningful way.

I’m passionate about helping others achieve their financial goals, and it’s incredibly fulfilling for me to be able to support individuals and families in improving their quality of life. Whether it’s through financial education or guidance, I’m excited to contribute to the success of those around me.