Meet Our Lead Wealth Advisor
From a Life of More to a Life of Meaning
Casey Silveria, MBA
Lead Wealth Advisor & CCO
Growing up on a family farm, I learned what it means to be a steward—of the land, of our resources, and of the future.
But that lesson came with a question. I saw that stewarding the land with integrity didn't always lead to financial stability.
My journey into the world of finance began with a desire to bridge that gap.
A Journey to Find a Better Answer
This journey first led me through the world of corporate finance and private ventures. I managed complex global finances, learning the mechanics of how wealth is built by every conventional measure.
But the more I achieved, the more I realized that standard financial advice often skipped the most important question:
What is this all for?
Wealth is More Than a Number
The relentless pursuit of more felt hollow.
I saw how the industry often ignored the most important part of the equation: the person. I came to believe that life isn't about simply maximizing the "almighty dollar."
It's about finding your financial purpose.
Money is an inherently unbiased tool; we are the ones who give it meaning. We don't just vote every few years at the ballot box; we vote every single day with the capital we put to work in ourselves, our families, and our communities. This is the core belief of Mindful Wealth Advisory.
Our mission is to help you move beyond the outdated goal of just growing your net worth to the far more rewarding work of building a meaningful legacy.
We believe true wealth is found where financial resilience and personal values meet.
Your Guide for the Journey Ahead
I'm here to be your guide.
My experience comes not only from textbooks, but from over a decade of hands-on experience investing in and managing public and private investments.
I’ve been in the rooms where the big decisions are made, and my experience has shaped my perspective on what it takes to build lasting, multi-generational wealth. I bring that real-world knowledge to the table for you, so you can feel confident in the path we build together.
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Mindful Wealth Advisory is my answer to the flaws I saw in the traditional financial industry. It’s the kind of firm I'm building for my loved ones—one built on genuine care, an unwavering fiduciary commitment, and a deep-seated belief that your capital can and should be a powerful force for good.
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I’d be honored to walk alongside you on your journey.