As a CERTIFIED FINANCIAL PLANNER™ professional, Casey is held to the highest of standards and obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in CFP® Board's Code of Ethics. The Rules of Conduct require CFP® professionals to put client interests ahead of their own at all times, and to provide their financial planning services as a “fiduciary”—acting in the best interest of the client.
Casey graduated from Arizona State University in 1990 with a degree in finance. He is a multi award winning Advisor, for awards please click here.
A sports enthusiast (GO CARDINALS/D-BACKS) and an avid golfer, Casey is most comfortable going to the gym and throwing some iron around.
*Tax services are not offered through nor supervised by Raymond James or Kingswood Capital Partners.
Brian has been helping clients work towards achieving their personal financial goals since 2013. He spent five years as a financial advisor with Edward Jones, where he consistently received top Client Experience Indicator scores with his clients. Brian made the move in January of 2018 to become part of the StoneCrest Wealth Management team with managing principal, Casey Mahan.
Brian is a registered representative holding multiple securities registrations (Series 7, Series 66), AIF® designation, CFP® professional, as well as being a licensed agent for life, health, disability, long term care, and annuities. Brian has in depth knowledge and extensive experience in employee benefit programs, helping to assist business owners with succession planning and proper set up and utilization of qualified retirement plans. As a Fiduciary for the high net worth client, Brian encompasses strategic wealth management principles integrated with comprehensive tax* and estate planning strategies*, helping clients plan for the reality of reaching and living a successful retirement.
Brian holds a bachelor degree in Business Communications from Arizona State University. He is a 12-year veteran of the U.S. Air Force, enlisting two months prior to the tragedy of 9/11 in 2001. He spent 4 years as an enlisted electrical environmentalist on the F-16 before earning his commission and becoming an Officer and pilot. Brian’s last active duty tour was a five-year stint as the Officer in Charge of Financial Operations for the second largest counterdrug program in the nation.
Brian was a collegiate baseball player and is an avid golfer. Brian still enjoys competing, however, these days you will most likely see him coaching his three wonderful kids as they follow in their dad’s athletic footsteps playing baseball, lacrosse, soccer, and golf.
*Tax, insurance and legal services are not offered through nor supervised by Raymond James or Kingswood Capital Partners.
Awards are not be indicative of future performance. Working with an award winner is no guarantee of future financial success. Your experiences may vary. Rating may not be indicative of future performance and not be representative of any one client’s experience because it reflects an average of experiences of responding clients.
Christian Mahan brings over seven years of experience in the financial industry, specializing in portfolio management and tailored financial advisory services. Having worked at institutions such as Edward Jones, Merrill Lynch, Northern Trust, and USAA Investment Services, Christian has honed his skills to provide top-notch financial guidance.
Since joining StoneCrest in 2020, he has taken on pivotal roles, including overseeing compliance, investment research, managing portfolios, and providing dedicated client support.
Christian is a FINRA registered representative, holding both Series 7 and 66 licenses. These certifications underscore his dedication to upholding industry regulations and ensuring the highest standards of professionalism and compliance in his practice.
Christian's journey in finance began with his academic pursuit at the W.P. Carey School of Business at Arizona State University, where he earned his degree in Finance in 2014. Since then, he has been committed to expanding his knowledge and expertise to better serve his clients' needs effectively.
Outside of his professional endeavors, Christian is passionate about sports. Having been involved in athletics throughout his life, he not only thrives as a competitor but also finds joy in coaching his young children.
Bringing over 13 years of diverse experience in the Financial Industry, Rada Hamilton embodies a comprehensive skill-set that spans across various domains. In her previous role, she directed and supervised Retirement Advisors, ensuring seamless operations and client-centric outcomes. At StoneCrest, Rada plays a pivotal role in supporting the CEO by performing industry-specific tasks essential to daily operations.
Rada Hamilton is deeply committed to providing exemplary customer service to our clients at StoneCrest Wealth Management. She consistently goes above and beyond to ensure that our clients receive personalized attention, timely assistance, and expert guidance tailored to their unique financial needs and goals. Rada's unwavering commitment to excellent customer service is not just a job duty but a core value that drives her interactions with clients each day. She takes pride in being a trusted ally and resource for our clients, ensuring that their experience with StoneCrest Wealth Management is always positive, supportive, and rewarding.
Beyond finance, Rada enjoys spending quality time with her family, whether hiking through beautiful trails, exploring new destinations, or indulging in captivating reads. Additionally, her fluency in Russian enriches personal and professional interactions, fostering cultural appreciation at StoneCrest Wealth Management.