Our People

                                                          

Chris Casey, President/Owner

After graduating from the UW-LaCrosse with a degree in Accounting, Chris began his career as a Senior Tax Accountant at KPMG followed by a position as Senior Tax Consultant at Best Buy.  He moved to the Financial Services industry in 2006, where Chris's enthusiasm for helping his clients achieve their personal financial goals has always been his passion.  As a result, Chris has qualified for The Million Dollar Round Table as well as Chairman's Council several times and is a very active member of the Lakeville community.

Chris and his wife Elizabeth reside in Lakeville, MN with their sons Andrew and Gavin and dog Dash.  In his spare time, Chris enjoys coaching and/or supporting his kid's sports activities, exercising and spending time with family and friends.

Professional memberships and highlights:

  •  NAIFA (National Association of Insurance and Financial Advisors)
  •  Million Dollar Round Table - (MDRT) is a professional association of life insurance and financial services       professionals. (Qualification is based on meeting specific production requirements)
  • Chairman's Council Award – Received the company's highest sales production award multiple times
  • Lakeville Chamber of Commerce
  • Lakeville Rotary Club

 

Michelle Quirk, Assistant

Michelle began working as an assistant for Casey Financial Services in September 2016.  Her role includes daily client care, follow-up on client requirements, and meeting compliance regulations. She has a BA in Management and Communications from Luther College in Decorah, IA. Michelle lives in Lakeville, MN with her husband Steve, daughters Lydia and Tessa and dog Penny.  Michelle enjoys spending time around her pool with family and friends, walking her dog, paddle boarding, reading and trying new restaurants.

 

 

 

 

 

 

 

 

 

 

Maree Quetschenbach, Business Manager

Maree is the Business Manager at Casey Financial Services and began her work with Chris in 2014.  Her experience in the insurance industry spans 15 years.  Maree is tasked with business development, 401K administration, marketing and working with new clients.  She has a BA in Marketing and minor in Spanish from the University of Northern Iowa in Cedar Falls, IA.  Maree lives in Kansas City, MO with her husband Joel and kids Morgan and Jack.  She spends a great deal of time at her kids' sporting events, enjoys exercise, going out with friends and spending time on her back porch with family and friends.  She also loves to travel, when given the chance!

 

 

 

 

 

 

 

 

 

 

Steve Olson, Paraplanner

Steve began working as an Paraplanner for Casey Financial Services in the summer of 2017. Steve's role primarily focuses on supporting Chris with financial planning activities for the firm's clients. He graduated summa cum laude from the University of Wisconsin – Eau Claire in 1986 with a BBA in accounting. He then spent the next 30 years with KPMG, the last 17 as a Tax Managing Director, with his practice focused on tax compliance and consulting for middle market corporations and their shareholders. Steve lives in St. Louis Park, MN with his wife Lisa, and in his spare time enjoys reading, collecting and listening to music.