Chris Casey

Founding Partner

Historical Relationship Tenure: 13 years 

Years of Experience: 37 years 

Educational Background 

  • Troy State University, BA, Finance 

Designations/Certifications/Classes 

  • Graduate, ABA School of Banking Colorado 
  • Graduate, Cannon Trust School I & II 
  • Graduate, Wells Fargo Business Succession Planning I & II 
  • Graduate, Wells Fargo Family Dynamics Training 

Other Notable Information 

  • Niche is unique income solutions for clients after they retire or sell their business or other assets
  • Member of our Investment Committee
  • Leads the firm’s asset allocation and optimization process to create efficient investment portfolios
  • Board of the Greater Cedar Rapids Community Foundation, and served on their Investment Committee, Development Committee and Linn County Grant Committee
  • Past President of the Cedar Rapids Public Library Foundation Board