Our Team

Thomas Casey Headshot

Thomas Casey
Principal / Financial Adviser

Phone (707) 569-7121

Fax (707) 528-9234

E-mail thomas@rfi-solutions.com

Thomas Casey

Principal / Financial Adviser

Thomas Casey is a native of Long Island, New York, and graduated from SUNY Albany in 2013 with a bachelor's degree in communications. Having a passion for music (particularly percussion), he moved to Santa Rosa, CA, in 2013 with two long-time friends and musicians in the hopes of becoming a professional, (potentially famous), musician.

Quickly learning that, "making it," in the music industry is a long and difficult task, he decided to look for a professional career that would provide a useful, yet rewarding skill set that offered scheduling flexibility (who wouldn't want that?). That is why in 2014, he joined the Northern California office of New York Life under the stewardship of Senior Partner, Bob Palmer, and a number of skilled, tenured agents and advisers.

Since beginning in the world of finance, he has worked to develop a client and referral base from the ground-up. Thomas holds series FINRA series 6 & 7 licenses, as well as NASAA series 63 & 66 licenses, and is currently working towards his ChFC designation through the American College. He thoroughly enjoys the work that goes into building personal plans for individuals, families, and small businesses, and providing financial strategies for those that are working to achieve their short, mid, and long-term financial goals.

In his free time, Thomas still plays drums for a number of local bands, performing live, as well as in recording sessions. Though the dream of becoming a famous drummer has since faded, his love of music and percussion has not. Just as with music, there are many aspects to life that require a certain rhythm to maintain a steady course, and finances are no exception. Rhythmic Financial and Insurance Solutions is the product of that imbued passion for rhythm and harmony, not only in music, but the necessities of everyday life. Our goal is to keep the tempo of your overall "financial orchestra."

"An average band with a great drummer sounds great. A great band with an average drummer sounds average."

– Buddy Rich


Thomas Casey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0I90654), IN, KS, MO, NM, NV, NY, OR, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Thomas Casey is licensed and authorized to offer insurance in California, but RHYTHMIC FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Thomas Casey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 149 Stony Cir Ste 200, Santa Rosa, CA, 95401, 707-569-7121. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, KS, MO, NM, NV, NY, OR, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas Casey is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, KS, MO, NM, NV, NY, OR, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

RHYTHMIC FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither RHYTHMIC FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​