Broker Check

Christopher LaCasse

President, Operations and Acquisitions / Wealth Advisor

President, Operations and Acquisitions / Wealth Advisor

SRG Financial Advisors
Osage Beach, MO

chris@srgfinancialadvisors.com
888-883-7335

Christopher LaCasse is President, overseeing operations and acquisitions for SRG Financial Advisors, headquartered in Osage Beach, Missouri. Additionally, he is a Wealth Advisor serving individuals, families, retirees, and working professionals throughout Missouri and the Lake of the Ozarks area. He specializes in comprehensive financial planning using SRG Financial Advisors’ proprietary process, The Mile Marker FORMula™.

When acting as a fiduciary, Christopher works with successful people from all walks of life who are looking for guidance in their financial lives, in their second half of life, and in pursuing a work-optional lifestyle.

Christopher was born and raised at Lake of the Ozarks, where he attended Camdenton High School and later earned a Bachelor of Science in Business Administration with an emphasis in Finance from Columbia College. He holds a Series 65 license and a Missouri Life and Health Insurance license.

Christopher enjoys helping individuals and families organize their financial lives, make confident decisions for the future, and build lasting relationships throughout the planning process.

Away from the office, Christopher enjoys spending time with the family and his dog, golfing, and being on or around the lake.

To work with Christopher: Call (888) 883-7335, email chris@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Osage Beach Office or Online.

Frequently Asked Questions

  • Christopher LaCasse is President, overseeing operations and acquisitions of SRG Financial Advisors, headquartered in Osage Beach, Missouri. Additionally, he is a Wealth Advisor serving clients at Lake of the Ozarks and across Missouri.

  • Christopher's planning focus includes retirement planning, investment guidance, insurance planning, and helping clients make informed financial decisions at each stage of life.

  • Yes, when working in an advisory capacity, Christopher acts as a fiduciary, legally required to put his clients' financial interests first, acting with loyalty, care, and full transparency. He recommends investments and strategies that benefit his clients, even if it means lower compensation for him.

  • Christopher LaCasse holds a Series 65 license and a Missouri Life and Health Insurance license.

  • Christopher LaCasse has been a wealth advisor since March 2023. Prior to becoming a wealth advisor, he gained over a decade of industry experience, having grown up in the family business and starting his career at SRG Financial Advisors, where he supported advisors' financial planning processes and performed client service activities.

  • Christopher works with individuals and families at all stages of life who want to build a strong financial foundation, primarily at Lake of the Ozarks and across Missouri.

  • Call (888) 883-7335, email chris@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Osage Beach Office or Online.