Casey Fox

Investment Advisor Representative

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. 




Phone (952) 447-3900
Fax (952) 447-3940