Catalyst Wealth Coaching Team

Some things can be taught while

others have to be caught! - Joe Casey

At Catalyst Wealth Coaching, our mission goes beyond simply teaching strategies and coaching concepts. While education is essential, we believe true mastery requires more than instruction alone—it must be experienced. There are elements of success that can’t be fully taught; they must be caught through proximity, observation, and immersion. That’s why we place a strong emphasis on surrounding our members with the right environment and the right people.

We lead by example. Inside our programs, you don’t just hear the principles—you see them in action. Through real-time application and live demonstration, we bridge the gap between knowledge and execution, allowing you to internalize what it truly takes to perform at a high level.

ABOUT JOE CASEY

A Visionary Entrepreneur and Financial Analyst

Joe Casey, along with his wife Candice, stands at the forefront of entrepreneurial success, serving as the driving force behind Catalyst Wealth Coaching. Their journey, marked by the creation and sale of eight thriving businesses, is a testament to their unparalleled expertise in wealth management and business leadership.

Joe's academic journey commenced with a Theology degree from Valor Christian College, laying the foundation for his holistic approach to life and business. He further honed his skills through postgraduate studies at Ohio State University and Kaplan University, culminating in a comprehensive business education.

As a Registered Financial Consultant (RFC) certified by the International Association of Registered Financial Consultants, Joe embodies a commitment to excellence in financial planning. His relentless pursuit of knowledge led him to MIT, where he delved into the intricacies of blockchain technology and cryptocurrency, anticipating the future landscape of wealth management.

Beyond academia, Joe's entrepreneurial spirit has been evident since childhood. From orchestrating a successful newspaper route in the mountainous terrain of West Virginia to establishing a flourishing lawn care business, his innate drive to serve and innovate has consistently propelled him forward.

Joe’s track record speaks for itself. After 15 years as a practising advisor, earning certification from MIT, and selling his wealth management practice in 2020, Joe has demonstrated an uncanny ability to anticipate market trends. From selling his communications company just before the dot-com crash to pivoting from homebuilding before the 2008 subprime meltdown, Joe has consistently navigated markets with precision and foresight.

Today, Joe's multifaceted expertise encompasses visionary leadership, creative marketing prowess, and technical acumen. Today he empowers individuals and businesses to navigate the complexities of wealth accumulation and lifestyle enhancement with confidence and clarity.

ABOUT CANDICE CASEY

A Pragmatic Strategist and Master Wordsmith

Candice Casey, alongside her husband Joe, epitomizes the essence of entrepreneurial brilliance as the co-founder of Catalyst Wealth Coaching. With a rich tapestry of experience spanning over thirty years, she brings a pragmatic perspective and unparalleled finesse to the realm of wealth coaching and business leadership.

A graduate of Valor Christian College, Candice's academic journey continued with postgraduate studies at Kaplan University, where she cultivated her expertise in financial services. Her journey is characterized by a steadfast commitment to excellence and a relentless pursuit of knowledge.

As a licensed insurance professional, Candice's pragmatic approach is underpinned by a profound understanding of the intricacies of financial planning. Her ability to distill complex concepts into clear, actionable strategies empowers clients to make informed decisions with confidence.

In addition to her pivotal role in handling the operations of Catalyst Wealth Coaching and providing invaluable support to its members, Candice is also a full-time profitable day trader. Her astute market insights and disciplined approach to trading underscore her multifaceted capabilities within the realm of finance.

Beyond her professional acumen, Candice's journey is deeply rooted in her upbringing as a true southern belle from Chattanooga, TN. Her warm and charming personality, coupled with a masterful command of language, creates an inviting atmosphere conducive to growth and transformation.

In the collaborative partnership with Joe, Candice brings forth a unique blend of objectivity, clarity, and southern hospitality, fostering an environment where individuals and businesses thrive. Together, they embody the ethos of Catalyst Wealth Coaching, guiding clients towards holistic success in both life and business.

ABOUT WILL CASEY

A Prodigy in Marketing and Trading

Will Casey, the 18-year-old son of Joe and Candice Casey, emerges as a prodigious talent in the realms of marketing and trading, exemplifying a rare blend of youthful vigor and entrepreneurial prowess. Despite his age, Will has already made significant strides in both academia and the professional arena, positioning himself as a formidable force within Catalyst Wealth Coaching.

Graduating a year ahead of his peers from Louisville Christian Academy, Will's academic journey reflects a commitment to excellence and a thirst for knowledge. Harnessing his innate curiosity and passion for finance, he seamlessly transitioned into the dynamic world of marketing and trading, leveraging his talents to drive growth and innovation within the family business.

At Catalyst Wealth Coaching, Will assumes the role of Marketing Director, where his creative vision and strategic acumen have been instrumental in shaping the company's brand identity and market presence. His ability to craft compelling narratives and execute targeted marketing campaigns speaks volumes about his innate talent and entrepreneurial mindset.

Beyond his role in marketing, Will is also a full-time trader, navigating the intricacies of financial markets with dexterity and finesse. Armed with a keen understanding of market dynamics and a discerning eye for trends, he approaches trading with a level of maturity and sophistication beyond his years, consistently delivering impressive results.

Will's journey serves as a testament to the power of passion, dedication, and relentless pursuit of excellence. With his unwavering commitment to success and a natural flair for innovation, he stands poised to carve out a legacy of his own within the realms of finance and entrepreneurship, carrying forward the esteemed legacy of the Casey family.

ABOUT SARAH HOPKINS

Sarah brings the heart behind the scenes at Catalyst Wealth Coaching — blending leadership, organization, and a genuine passion for serving people. Raised in Southern Ohio, she grew up surrounded by small-town values, family camping trips, and a deep appreciation for faith, community, and the outdoors.

After attending both Miami University and Valor Christian College, Sarah spent much of her early adult life serving in missions and outreach efforts across the United States and Central America. Those experiences shaped her lifelong passion for advocacy, humanitarian work, and helping people navigate difficult seasons with care and compassion.

Over the years, Sarah has served in leadership roles across ministry, education, nonprofit outreach, and the insurance industry. She worked as both a preschool teacher and Children’s Ministry Director, supported organizations focused on food insecurity and ALS awareness, and helped create outreach opportunities for children in high-risk poverty situations. Later, she brought her people-first mindset into her family’s insurance agency, working on the property and casualty side of the business.

Sarah is also one of the original members of Catalyst’s Profit Lock Day Trading community, where she has spent years developing her skills as a trader alongside the team. Her passion for trading comes from a belief that everyday people — with the right guidance, discipline, and consistency — can learn to navigate the markets with confidence.

Today, Sarah is an integral part of the Catalyst team, helping create the high-touch client experience the company is known for. Her ability to bring structure, consistency, and heart to fast-moving environments helps keep both the team and community connected and supported.

Outside of Catalyst, Sarah’s world revolves around faith, family, and entrepreneurship. She and her husband, Aaron, have been building life and business together since 2008 while raising and homeschooling their two sons. Whether supporting her family, serving her community, or caring for Catalyst clients behind the scenes, Sarah brings the same steady leadership, heart for people, and servant-minded approach into everything she does.

ABOUT LAUREN ROBERTS

Lauren Roberts brings a team-first mindset, strong leadership skills, and a passion for helping people grow to her role as Program Coordinator at Catalyst Wealth Coaching. Originally from Frederick, Maryland, Lauren was introduced early to the world of trading, personal growth, and the Catalyst community through her family’s longtime involvement in Profit Lock and the relationships built within the community over the years. Her Dad, Marc, has been part of the Profit Lock trading community since the early days, giving Lauren a front-row seat to the discipline, consistency, and mindset that drive long-term success both in trading and in life.

Lauren graduated from Bridgewater College in 2024 with a degree in Business Administration and a minor in Communication, while also competing as a collegiate lacrosse player. Her years as a student-athlete helped shape the leadership, adaptability, and team-oriented mentality she brings into her work every day. She was drawn to Bridgewater for its close-knit culture and strong sense of community — qualities she quickly recognized again inside the Catalyst team.

As Program Coordinator, Lauren plays a key role in helping keep the fast-moving world of Catalyst organized, connected, and running smoothly behind the scenes. From supporting member communication and program logistics to helping facilitate a high-level client experience, she brings structure, positivity, and consistency to everything she touches. Her background in business administration makes her a natural fit for coordinating the moving pieces that help Catalyst clients stay engaged, supported, and moving forward.

Lauren was drawn to Catalyst not just because of its growth and vision, but because of the impact the company has on the lives of its members. She loves being part of a team that challenges people to think bigger, grow personally, and build confidence in both business and the markets.

Outside of work, Lauren enjoys staying active through sports and fitness, spending time outdoors, and making memories with friends and family. Her competitive spirit, upbeat personality, and heart for people make her an important part of the Catalyst community and culture.

ABOUT GREENLEE VANCE

Greenlee has been part of the Catalyst world long before officially stepping into a full-time role. As Joe and Candice’s niece — and very much a bonus daughter to the family — she spent her early childhood in West Virginia before moving to Louisville, where she has lived alongside the Catalyst crew for years since before the company was even launched. Being immersed in both the family and business environments gave her a front-row seat to the culture, leadership, and client-first mindset that define Catalyst Wealth Coaching.

Today, Greenlee serves as Client Experience Coordinator, helping create the personal, high-touch experience Catalyst clients know and love. From supporting live events and managing office schedules to communicating directly with clients, she works closely with Joe and Candice every day to help keep the business running smoothly behind the scenes. Her background in psychology gives her a natural ability to connect with people, anticipate needs, and create an environment where clients feel welcomed, supported, and valued.

Greenlee graduated from Christian Academy of Louisville in 2023 and is currently attending Asbury University, where she is pursuing a degree in psychology. She is also a member of the Asbury cheer team, an Athletic Scholar, and has earned Dean’s List honors for both Fall 2025 and Spring 2026. Her driven, results-oriented personality shows up in everything she does — whether in the classroom, athletics, or inside the business.

Outside the office, Greenlee brings a fun, energetic personality to the team. She loves pop culture conversations, beach trips, long walks with people she cares about, and spending time with the unofficial office mascot, Kit the cat, usually curled up nearby while she works. Her blend of warmth, ambition, and next-generation perspective brings a fresh energy to the Catalyst community.

ABOUT BEN CASEY

Ben Casey is the youngest member of both the Casey Crew and the Catalyst Crew — and if you spend more than five minutes around him, you’ll quickly realize he’s been raised in a very different environment than most teenagers. He entered the world in Chattanooga, TN just before the family made the move to Louisville, KY. Business conversations, market strategy, entrepreneurship, and big ideas became part of Ben's everyday life from day one.

As a homeschool student, Ben’s education goes well beyond the basics. Sure, there’s reading, writing, and math — but there’s also trading psychology, business leadership, creative media production, and learning how to navigate the fast-moving world of entrepreneurship inside the Catalyst studio. He’s also becoming a pretty impressive young trader in his own right and is already building ideas around helping younger people learn the markets early — because around here, financial education starts a whole lot sooner than adulthood.

Inside Catalyst, Ben has earned a reputation as the in-house creative, resident comedian, and low-key idea machine. He’s the guy keeping the room laughing, helping behind the scenes in the studio, throwing out unexpectedly sharp business ideas, or somehow managing to talk about market structure and movies in the same conversation. He brings a fresh energy to the team that reminds everyone not to take life too seriously while still showing up with discipline, drive, and curiosity.

Outside of Catalyst, Ben is active in his church youth group, enjoys working out — especially boxing and Brazilian Jiu-Jitsu — loves filmmaking, dressing SHARP, and considers Blaze Pizza a major food group. Around CWC, there’s a pretty common belief that Ben represents part of the future of the company — and honestly, watching him grow into it in real time has been pretty fun to see.

ABOUT KIT CASEY

A Purrfect Office Manager

Kit Casey serves as the unofficial Office Manager and full-time morale supervisor at CWC. While Joe and Candice have never considered themselves “cat people,” Kit somehow worked her way into the family’s heart as a kitten — and at this point, it’s safe to say she runs the place.

At 8 years old (roughly 48 in middle-aged-lady years), Kit brings a very specific kind of energy to the Catalyst office: equal parts affectionate, opinionated, demanding, and deeply committed to comfort. She can usually be found supervising the team from the nearest warm chair, soft blanket, sunny window, or keyboard someone actively needs to use.

Kit has incredibly high standards when it comes to both workplace productivity and hydration. She prefers premium mineral water, routinely requests snacks she has no intention of actually eating (but does have a special affinity to Joe's burritos), and keeps a close eye on the office to ensure everyone is getting things DONE PROPERLY. She is extremely vocal about her expectations and does not appreciate being excluded from meetings, conversations, or any general activity.

Around Catalyst, Kit has become more than just a pet. She’s part of the culture, part of the team, and a daily reminder that even in the middle of fast-moving business and market conversations, there’s always room for a little personality, comfort, and chaos.

OUR MISSION

Our mission is to empower advisors, investors and traders to realize their full potential through our mentorship programs and strategic guidance. We are dedicated to providing actionable insights and tailored solutions that drive profitable trading and investing. By partnering closely with accredited investors, traders and financial advisors, we aim to transform challenges into opportunities.

OUR VISION

Our vision is to create a thriving ecosystem where investors, traders and advisors can flourish in the market. We aspire to be the go-to consultant for individuals and businesses seeking to trade and scale the market. Through unwavering commitment and a deep understanding of each person's unique needs, We envision a future where every member we work with not only reaches but surpasses their growth goals, contributing to a vibrant and resilient economy.

VERY SIMPLE PROCESS FOR WORKING WITH US

INITIAL CONSULTATION

We conduct an interview to make sure our courses & coaching are the right fit for you and us. Once approved you then can enroll and get started.

CUSTOMIZED STRATEGY

Once enrolled we will help you onboard and setup a customized plan to start your journey with our mentorship tools and training.

IMPLEMENTATION

Once your desired outcome is defined, you’ll begin the coursework and mentorship for your chosen program. We collaborate closely with you and your team to ensure you are staying on track.