I am the Director of Operations at Casey Financial Services, where I have the privilege of wearing many hats. My primary responsibilities include managing our marketing efforts through social media and email, ensuring our customer care is top-notch, and overseeing the licensing and client onboarding processes. Additionally, I manage compliance, documentation, and internal workflows, coordinating with vendors and technology platforms to ensure a seamless client service experience. With over eight years of experience in the financial services industry, I've honed my skills in these areas and have developed a passion for making complex processes more accessible and understandable for our clients.
Before my current role, I worked at UnitedHealth Group in change management, which provided me with a solid foundation in navigating organizational shifts and implementing effective strategies. My academic journey began at Luther College, where I gained the knowledge and skills that have been invaluable throughout my career.
One of the aspects I truly enjoy about my job is collaborating with my coworkers. There's something incredibly rewarding about the teamwork that goes into solving client challenges. I take great pride in assisting clients, ensuring that their experiences are as smooth and straightforward as possible. I believe the greatest value I can provide is an easy user-facing experience, simplifying what might otherwise be overwhelming financial concepts. I find that regardless of their background, clients often share concerns about their financial futures. It's gratifying to guide them, even with the smallest of things, and to see their relief when complex ideas become clear and manageable. It's these moments that reinforce why I love what I do.
I currently reside in Lakeville, MN, with my husband, Steve, our two daughters, Lydia and Tessa, and our small dog, Penny. In my free time, I enjoy exploring new restaurants, working out at my local gym, listening to podcasts and spending time poolside with family and friends.