I am the President and Owner of Casey Financial Services, where I have been privileged to guide clients through their financial journeys since stepping into the financial services industry in 2000. Before I embarked on this path, I built a solid foundation in numbers and strategy as a Certified Public Accountant (CPA) in both public accounting and the private sector. This background equipped me with real-world experience that I now leverage to help my clients achieve their financial goals.
My primary responsibilities revolve around meeting with clients and assisting them in accomplishing their financial dreams. I specialize in retirement income planning, which I find incredibly rewarding. What I find most fascinating is how every client’s story is completely unique. Finances might seem like numbers on paper, but behind those numbers are real people – with dreams, values, challenges, and goals. I love digging into what really matters to each client and helping them align their money with their life. It’s not just about building a retirement plan – it’s about understanding what retirement looks like for them. For some, it’s travel; for others, it’s time with grandkids or starting a second act, what I often refer to as an "encore career" with my clients. Getting to know what excites them and then creating a roadmap to get there – that never gets old. Every conversation brings something new, and that keeps me energized and curious.
I am driven by the opportunity to make a real difference in people’s lives. Helping someone confidently retire – and thrive in that next chapter – is incredibly fulfilling. That’s what keeps me going. I simply just like helping humans with financial "stuff". Behind every financial plan is a story – families, dreams, goals, and sometimes even a few curveballs, and we all need to be ready for those curveballs! What excites me most is being able to simplify the complex and help people feel in control of their financial future.
Raised in Prior Lake, MN, I have lived in Lakeville, MN since the early 2000s. Outside of the office, I’m a proud dad to two incredible boys who keep me on my toes. When I’m not with them, you’ll usually find me working out, enjoying time around the lake, or chasing Minnesota sunshine whenever it decides to show up.