Casey Smoot | Northwestern Mutual, Highcountry Team
Casey works with owners on continuity, key-employee, and succession strategies that protect enterprise value. He focuses on planning that is tax-aware and realistic to maintain.
Projects often blend retention incentives, buy-sell structures, and risk mitigation so companies can weather leadership transitions without losing momentum.
He teams with CPAs and attorneys to keep plans compliant and matched to the firm’s long-term direction.