Casey Fox

Casey Fox

Investment Advisor Representative

Phone: (952) 447-3900
Fax: (952) 447-3940
E-mail:
 

Casey is a founding partner in our firm and has worked as a financial services professional since 2005.  Her practice centers on investment and financial consulting for families and small businesses .  She graduated with a degree in Economics and Management from Gustavus Adolphus College.  

Casey specializes in advising small and closely held businesses with their financial, succession, and retirement planning needs. 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck