Broker Check

Our Team

The SRG Financial Advisors team, through our proprietary process, The Mile Marker FORMula™, strives to uphold the highest standards of integrity and trust by adhering to a fiduciary standard in certain situations like managing accounts or making recommendations on qualified retirement assets. Our wealth advisors are committed to placing our clients' interests above all else, ensuring that every recommendation and decision is made with their best interests in mind. This fiduciary duty encompasses a duty of loyalty and care, requiring transparent communication, diligent investment research, and prudent financial guidance. We want our clients to know that their financial well-being is paramount, and that their wealth advisors are dedicated to navigating the complexities of their financial landscape with unwavering ethics and professionalism as their lives unfold and their needs evolve.

William LaCasse​

William LaCasse​, ChFC

Founder, CEO and Managing Partner, ChFC®, SRG Financial Advisors – Osage Beach, Missouri

Genise​ LaCasse​

Genise​ LaCasse​

Vice President of Client Services and Managing Partner, SRG Financial Advisors – Osage Beach, Missouri

Christopher​ LaCasse​

Christopher​ LaCasse​

President, Operations and Acquisitions / Wealth Advisor, SRG Financial Advisors – Osage Beach, Missouri

Tyler​ Bannister​

Tyler​ Bannister​

President, Client and Advisory Services / Senior Wealth Advisor, SRG Financial Advisors – Columbia & Jefferson City, Missouri

Dan Garrett​

Dan Garrett​

Chief Technology Officer, SRG Financial Advisors – Osage Beach, Missouri

Kiersten Crum

Kiersten Crum

Vice President of Client Acquisitions/Wealth Advisor, SRG Financial Advisors – Osage Beach, Missouri

Nick Wages

Nick Wages

Vice President of Advisor Training/Wealth Advisor, SRG Financial Advisors – Lee’s Summit, Missouri

Cale Bentley

Cale Bentley

Wealth Advisor, SRG Financial Advisors – Osage Beach, Missouri

Grant Huffman

Grant Huffman

Wealth Advisor, SRG Financial Advisors – Lee’s Summit, Missouri

Cara LeMay

Cara LeMay

Director of Client Operations, SRG Financial Advisors – Osage Beach, Missouri

Aleena LaPerriere

Aleena LaPerriere

Client Services Associate, SRG Financial Advisors – Osage Beach, Missouri

Frequently Asked Questions (FAQs)

  • Yes. The SRG Financial Advisors wealth advisor team adheres to a fiduciary standard in certain situations like managing accounts or making recommendations on qualified retirement assets, and its wealth advisors are committed to placing clients' interests above all else.

  • SRG Financial Advisors' fiduciary duty encompasses a duty of loyalty and care, which includes transparent communication, diligent investment research, and prudent financial guidance for every client.

  • William LaCasse, ChFC®, is the Founder, CEO, and Managing Partner of SRG Financial Advisors.

  • William LaCasse, ChFC®, serves as Founder, CEO, and Managing Partner of SRG Financial Advisors.

  • Dan Garrett serves as Chief Technology Officer of SRG Financial Advisors.

  • Genise LaCasse serves as Vice President of Client Services and Managing Partner at SRG Financial Advisors.

  • Christopher LaCasse serves as President of Operations and Acquisitions and Wealth Advisor at SRG Financial Advisors.

  • Tyler Bannister serves as President of Client and Advisory Services and Senior Wealth Advisor at SRG Financial Advisors.

  • Kiersten Crum serves as Vice President of Client Acquisitions and Wealth Advisor at SRG Financial Advisors.

  • Nick Wages serves as Vice President of Advisor Training and Wealth Advisor at SRG Financial Advisors.

  • SRG Financial Advisors' team includes six wealth advisors — Christopher LaCasse, Tyler Bannister, Kiersten Crum, Nick Wages, Cale Bentley, and Grant Huffman — supported by dedicated leadership in client services, operations, and technology. And while technically a senior wealth advisor, Bill LaCasse’s primary role is CEO.

  • SRG Financial Advisors' leadership includes a Founder/CEO, a Chief Technology Officer, Presidents overseeing operations and client/advisory services, Vice Presidents of client services and advisor training, wealth advisors, a Director of Client Operations, and a Client Relations Associate.