Our People
Chris Casey, Advisor/Owner
I began my professional journey after obtaining my Bachelor of Science degree in Accounting from the University of Wisconsin-La Crosse. I then began my career at KPMG, specializing in audit, tax, and advisory services. After progressing to roles as a senior tax accountant at Best Buy and later as a senior tax consultant, I transitioned to the financial services industry in 2006.
As a financial advisor, I provide my clients with a collaborative approach, where we attentively listen to their current and future financial aspirations. I strive to understand their unique needs and aspirations, crafting tailored solutions to help them achieve their goals and establish a sturdy financial foundation.
Serving clients in Minneapolis and the surrounding southern suburbs, I am committed to providing comprehensive financial guidance and support to individuals and families in our community.
Outside of work, I cherish spending time with my family and friends, often attending my sons' sporting events and engaging in recreational activities like boating. Additionally, I maintain a healthy lifestyle by dedicating time to the gym and indulging in my passion for music through concerts and other cultural events.
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.
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 who provides financial planning activities for the firm's clients. He graduated summa cum laude from the University of Wisconsin – Eau Claire 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.
Jeanne Preston, Registered Assistant
Jeanne Preston joined Casey Financial Services in October 2024. Jeanne's hometown is Bemidji, where she attended Bemidji State University studying Mass Communication and Business many years ago. Jeanne has been working in financial services since 1998, including being a financial advisor at one time. She loves talking to clients, learning about their financial & family lives and doing all she can to help them. Jeanne and her best friend live with their two rescue cats Onyx and Scaredy in Shakopee. When not working, Jeanne enjoys spending time with friends, listening to karaoke and watching mystery and crime shows
Amanda Ritz, Assistant
Amanda began working part-time with Casey Financial Services in January 2023. Her primary role is to support the financial professional who provides retirement and financial planning services. Amanda graduated from the University of Notre Dame with BS Degrees in Environmental Engineering and Civil Engineering and enjoys applying her analytical skills to the financial realm. She lives in Lakeville with her husband, three teenage sons, and a mini golden doodle. She enjoys cheering on her boys at their various sporting events and community theater productions, family game nights, and watching Friends reruns with her kids.