Patrick Casserly is a financial advisor at Accelerate Retirement with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Life Insurance Company, Fidelity Investments, and Liberty Mutual Insurance. Accelerate Investment Advisors LLC serves individuals, trusts, corporations, and retirement plans, offering discretionary investment management, financial planning, and comprehensive retirement plan consulting and education. The firm employs a primarily long-term, customized portfolio approach and supports plan sponsors with services including investment policy development and co-fiduciary roles under ERISA.

Jordan Smith is a financial advisor at Accelerate Retirement with eight years of industry experience and holds the Series 66 designation. He has previously worked at firms including Sapers & Wallack, Lion Street Financial, John Hancock Investment Management Distributors, and Equitable Advisors. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term allocation approach using various investment vehicles and provides specialized services for plan sponsors including investment due diligence and fiduciary co-services.