Casey Klockowski

Director of Marketing and Operations


Passionate about ensuring prospective and current clients have an unforgettable experience with the firm, Casey is responsible for overseeing day-to-day operations. Her favorite part of her role is the genuine connections made with families the firm works with and seeing the impact on their lives outside of their financial picture.

She graduated from the University of Illinois at Chicago.

Away from the office, Casey enjoys playing golf and spending time with family and friends. She and her husband, Ryan, love attending Blackhawks hockey games, spending their summers by the pool, traveling and snowmobiling in northern Wisconsin.