Casey joined The Steel Zeller Group in 2022 and serves as the team's lead for operations and client service. He earned his Series 7 and Series 66 licenses in 2023 and is dedicated to delivering a seamless client experience through responsive service, attention to detail, and proactive support.
Prior to joining Baird, Casey graduated from the University of St. Thomas in 2020 with a degree in Finance and gained industry experience working in operations at RBC Wealth Management. He is passionate about building long-term relationships and takes a personalized approach to helping clients navigate their financial lives.
Originally from St. Michael, Minnesota, Casey now resides in St. Louis Park. Outside the office, he enjoys golfing, playing hockey and spending time with friends and family.