William LaCasse, ChFC®
Founder, CEO and Managing Partner
(816) 641-2550
bill@srgfinancialadvisors.com
William J. “Bill” LaCasse, ChFC®, is Founder and CEO of SRG Financial Advisors in Osage Beach, Missouri, where he leads a team dedicated to life-centered financial planning for successful families and professionals. Since 1990, Bill has helped clients in multiple states design coordinated retirement income and tax-efficient strategies that align their investments, risk management, legacy planning, cash flow, and charitable giving.
As CEO, Bill leads the development and implementation of the firm-wide strategy for growth, team development, and operations execution, while ensuring a strong, client-first approach. He is committed to empowering team members through strategic planning, education, mentorship, delegation, and effective, efficient processes and technology. Bill is passionate about expanding SRG’s reach and capabilities, refining processes, leveraging technologies, and fostering a culture of excellence that benefits SRG’s clients and team members.
A Chartered Financial Consultant® (ChFC®), Bill holds Series 6, 7, 63, and 65 licenses and is the original creator of The Mile Marker FORMula™, SRG’s proprietary process for organizing a client’s financials around their goals and stages of life to help them pursue their work-optional lifestyle. His guiding philosophy is “Plan First, Invest Second”: clearly define the financial job to be done, then choose the right tool for that job—never a one-size-fits-all product.
Bill works exclusively by introduction from existing clients, focusing on people who say, “I understand pieces of my financial situation, but I have no idea how to coordinate everything—investments, taxes, legacy planning, cash flow, and giving—especially now that I’m not collecting a paycheck.” He uses an educational, collaborative process so clients feel confident in what they own, why they own it, and how each piece supports their retirement lifestyle.
A lifelong Missourian, Bill was born in Columbia, Missouri, and has lived at the Lake of the Ozarks for nearly four decades. He is an avid off-road motorsports enthusiast and a lifelong drummer who has played in bands spanning blues and rock to jazz, funk, R&B, and country. Bill and his wife, Genise, are proud of the business and team they have built together, as well as their growing family of three children and one grandchild.
Frequently Asked Questions
Who is Bill LaCasse?
William J. “Bill” LaCasse, ChFC®, is Founder and CEO of SRG Financial Advisors in Osage Beach, Missouri, where he leads a team dedicated to life-centered financial planning for successful families and professionals. Bill also leads the development and implementation of the firm-wide strategy for growth, team development, and operations execution, while ensuring a strong, client-first approach.
Is Bill LaCasse held to the Fiduciary Standard?
Yes, when acting in an advisory capacity, Bill 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.
How long has Bill LaCasse been a wealth advisor?
Bill LaCasse has been a wealth advisor since 1990.
Who does Bill LaCasse work with?
Bill works exclusively by introduction from existing clients.
What is The Mile Marker FORMula™?
The Mile Marker FORMula™ is SRG Financial Advisors’ proprietary process for organizing a client’s financials around their goals and stages of life to help them pursue their work-optional lifestyle. This process integrates wealth management with risk and debt management, tax planning, and philanthropy. The goal is to understand all the pieces of the client’s financial puzzle and build a plan that meets their specific objectives. Each puzzle and plan is unique. And while many of those pieces are not relevant to their plan today, as their life unfolds and their needs evolve, The Mile Marker FORMula™ is designed to continually monitor their critical life and financial events, adjust their plan, and keep them on track.
What does “Plan First, Invest Second®” mean?
The guiding philosophy of “Plan First, Invest Second®” means the process starts with building the client’s unique financial plan, then clearly defining the financial job to be done by each plan component, and finally choosing the right tool for each job. It’s never a one-size-fits-all solution. "Plan First, Invest Second®" is a registered trademark of USA Financial.
LinkedIn Profile
https://www.linkedin.com/in/bill-lacasse-b94b14178/
FINRA BrokerCheck
https://brokercheck.finra.org/individual/summary/2053942
Genise LaCasse
Vice President of Client Services and Managing Partner
(816) 641-2550
genise@srgfinancialadvisors.com
As Vice President of Client Services and a Managing Partner, Genise LaCasse is responsible for back-office client services operations and the front-office client experience delivered through The Mile Marker FORMula™, SRG Financial Advisors’ proprietary process. Since 2000, Genise’s leadership has played a key role in client services, from onboarding and account setup to ongoing services that support the firm’s financial planning clients, helping ensure a smooth, responsive client experience.
Genise is an Annual Filing Season Program (AFSP) Tax Preparer who serves SRG’s clients. With knowledge in both individual and business tax planning and preparation, she works closely with advisors and clients to ensure accuracy, compliance, and proactive tax efficiency.
Genise holds her Series 65 license (non-solicitor) and is an Annual Filing Season Program (AFSP) Tax Preparer. By combining technical tax knowledge with a commitment to personalized support of SRG Financial Advisors, Genise helps clients feel confident and well-supported in all administrative aspects of their financial lives.
Genise was born and raised in St. Louis and has been a Missouri girl her whole life. She married Bill in 1989, and they moved to Lake of the Ozarks, where they still live today. Away from the office, Genise’s focus is her family; she loves the outdoors, and a favorite pastime is researching genealogy.
Frequently Asked Questions
Who is Genise LaCasse?
Genise LaCasse is Vice President of Client Services and a Managing Partner at SRG Financial Advisors in Osage Beach, Missouri.
What are Genise LaCasse’s responsibilities?
Genise LaCasse is responsible for back-office client services operations and the front-office client experience delivered through The Mile Marker FORMula™, SRG Financial Advisors’ proprietary process. Additionally, Genise is an Annual Filing Season Program (AFSP) Tax Preparer who serves SRG’s clients.
How long has Genise LaCasse been with SRG and in the financial services industry?
Genise LaCasse has been with SRG and in the financial services industry since 2000.
LinkedIn Profile
https://www.linkedin.com/in/genise-lacasse-a55508b5/
SEC Investment Advisor Public Disclosure (IAPD)
https://adviserinfo.sec.gov/individual/summary/6051394
Tyler Bannister
President, Client & Advisory Services / Senior Wealth Advisor
(816) 641-2550
tylerb@srgfinancialadvisors.com
Tyler Bannister is President, overseeing client and advisory services for SRG Financial Advisors, headquartered in Osage Beach, Missouri. Additionally, he is a Senior Wealth Advisor, serving clients in Columbia and Jefferson City, as well as across Missouri and in many other states. With nearly a decade of experience, Tyler works with individuals and families at any stage of life, including those close to retirement or who have retired, helping them pursue their ideal work-optional lifestyle. When acting as a fiduciary, he is committed to making planning recommendations in his clients' best interests.
Tyler utilizes SRG’s proprietary process, The Mile Marker FORMula™, to thoughtfully plan for what’s important to his clients, including income planning, wealth protection, asset preservation and growth, tax efficiency, and legacy planning. It is his goal to create and implement a comprehensive financial plan tailored to your individual situation.
Tyler earned a B.S./B.A. in Finance & Banking and Real Estate from the University of Missouri. He holds his Series 65 license, Missouri Life and Health Insurance License, and is licensed to practice in 10 additional states.
After growing up in Lee’s Summit, Tyler moved to Columbia to attend the University of Missouri and has resided there ever since. Outside the office, Tyler and his wife, Maria, are blessed to spend nearly all their time chauffeuring and cheering on their three kids in their endeavors—typically at a soccer field.
To work with Tyler: Call (888) 883-7335, email tylerb@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Columbia Office or Online. Please call to schedule a complimentary Discovery Meeting at our Jefferson City office.
Frequently Asked Questions
Who is Tyler Bannister?
Tyler Bannister is President of Client and Advisory Services and a Senior Wealth Advisor at SRG Financial Advisors in Columbia and Jefferson City.
What does Tyler Bannister specialize in?
Tyler specializes in comprehensive financial planning, retirement income planning, tax-efficient planning and investing, legacy planning, and risk planning and mitigation.
Is Tyler Bannister held to the fiduciary standard?
Yes, when working in an advisory capacity, Tyler 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.
How long has Tyler Bannister been a wealth advisor?
Tyler Bannister has been a wealth advisor since 2016 and has been in the financial services industry since 2006.
Who does Tyler Bannister work with?
Tyler Bannister works with individuals and families at any stage of life, including those close to retirement or who have retired.
How can someone work with Tyler Bannister?
Call (888) 883-7335, email tylerb@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Columbia Office or Online. Please call to schedule a complimentary Discovery Meeting at our Jefferson City office.
LinkedIn Profile
https://www.linkedin.com/in/tyler-bannister-a88b2045/
SEC Investment Adviser Public Disclosure (IAPD)
https://adviserinfo.sec.gov/individual/summary/6675633
Christopher LaCasse
President, Operations & Acquisitions / Wealth Advisor
(816) 641-2550
chris@srgfinancialadvisors.com
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.
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
Who is Christopher LaCasse?
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.
What does Christopher LaCasse specialize in?
Christopher’s planning focus includes retirement planning, investment guidance, insurance planning, and helping clients make informed financial decisions at each stage of life.
Is Christopher LaCasse held to the fiduciary standard?
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.
How long has Christopher LaCasse been a wealth advisor?
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.
Who does Christopher LaCasse work with?
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.
How can someone work with Christopher LaCasse?
Call (888) 883-7335, email Christopher@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Osage Beach Office or Online.
SEC Investment Adviser Public Disclosure (IAPD)
https://adviserinfo.sec.gov/individual/summary/6828910
Dan Garrett
Chief Technology Officer
(816) 641-2550
Dan Garrett is the Chief Technology Officer (CTO) of SRG Financial Advisors, headquartered in Osage Beach, Missouri, and a Co-Founder and the Managing Director of Advisor Digital, a financial advisory strategy, process, and technology managed services subsidiary of SRG Financial Advisors.
As CTO, Dan works closely with Bill on implementing SRG’s firm-wide strategy, focusing on the processes, methods, tools, and technology required to deliver SRG’s proprietary process, The Mile Marker FORMula™, effectively and efficiently.
Dan earned a Bachelor of Music with a double major in Music Theory and Music History from Illinois Wesleyan University. After two years as a teaching assistant while working on his master's degree, and an additional two years as an arts manager and a music history and theory instructor, he made a career change that led him to become a graduate of Electronic Data Systems (EDS) Systems Engineer Development Program. Prior to joining SRG in 2021, Dan spent over 35 years in management and technology consulting with EDS, Cap Gemini, Whittman-Hart/marchFIRST, Hitachi Consulting, and Huron Consulting.
Born and raised in Illinois, he left the state after graduating from IWU. Dan spent the majority of the first 25 years of his career in and around Dallas, TX, with short stints in Michigan and Tennessee. Dan and his wife, Tracy, have lived at Lake of the Ozarks since 2007.
Outside the office, Dan enjoys playing trumpet with the Lake Jazz Band, boating, traveling, and spending time with his wife and family.
Frequently Asked Questions
Who is Dan Garrett?
Dan Garrett is the Chief Technology Officer (CTO) of SRG Financial Advisors, headquartered in Osage Beach, Missouri, and a Co-Founder and the Managing Director of Advisor Digital, a financial advisory strategy, process, and technology managed services subsidiary of SRG Financial Advisors.
LinkedIn Profile
https://www.linkedin.com/in/dan-garrett-3a0134/
Nick Wages
Vice President of Advisor Training / Wealth Advisor
(816) 641-2550
Nick Wages is a wealth advisor at SRG Financial Advisors in Lee's Summit, helping working professionals and retirees visualize, prepare for, and work towards their ideal work-optional lifestyle of purpose. When acting as a fiduciary, he is committed to making planning recommendations in his clients' best interests.
Additionally, as Vice President of Advisor Training, Nick oversees the training and onboarding of advisor interns and new advisors, as well as the ongoing training of all firm advisors.
Nick specializes in comprehensive financial planning, retirement income planning, tax-efficient planning and investing, legacy planning, and risk planning and mitigation. He primarily works with working professionals in Greater Kansas City and nationwide who are within 10 years of retirement, as well as retirees. His approach includes a detailed discovery process, as he believes prudent planning recommendations can only come after an in-depth knowledge and understanding of his clients and what matters most to them.
He then incorporates each of the seven pillars in SRG’s proprietary process, The Mile Marker FORMula™, to thoughtfully plan for what’s important to his clients, including designating assets for the right time and/or purpose, and appropriately allocating each asset based on its designation. His core long-term growth strategies include time-tested active risk management evaluated daily, paired with tax-savvy contingency planning designed to help protect his clients’ plans and legacies.
Nick earned a dual emphasis B.S. in Finance & Banking and Real Estate from the University of Missouri. He holds his Series 65 license, Missouri Life and Health Insurance License, and is licensed to practice in 17 additional states. He is a member of the Cass County Professionals in Aging Group, Raymore Chamber of Commerce, and the elder team at his local church.
A Lee’s Summit native, Nick resides in Lee’s Summit with his wife, Emily, and son, Isaac. He loves spending time with his family, going on outdoor adventures, fishing, grilling, and coaching Isaac’s sports teams. He is also a fitness enthusiast with a passion for marathon running.
To work with Nick: Call (888) 883-7335, email nick@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Lee’s Summit Office or Online.
Frequently Asked Questions
Who is Nick Wages?
Nick is Vice President of Advisor Training and a fiduciary wealth advisor at SRG Financial Advisors in Lee's Summit, MO.
What does Nick Wages specialize in?
Nick specializes in comprehensive financial planning, retirement income planning, tax-efficient planning & investing, legacy planning, and risk planning & mitigation.
Is Nick Wages held to a fiduciary standard?
Yes, when working in an advisory capacity, Nick 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.
What licensure does Nick Wages hold?
Nick Wages holds his Series 65 license and Missouri Life and Health Insurance license, and is licensed to practice in 16 additional states.
How long has Nick Wages been a wealth advisor?
Nick Wages has been a wealth advisor since February 2023 and has been in the financial services industry for over 13 years prior to joining SRG Financial Advisors.
Who does Nick Wages work with?
Nick primarily works with working professionals in Greater Kansas City and nationwide who are within 10 years of retirement, as well as retirees.
How can someone work with Nick Wages?
Call (888) 883-7335, email nick@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Lee’s Summit Office or Online.
LinkedIn Profile
https://www.linkedin.com/in/nick-wages-693ab64a/
SEC Investment Adviser Public Disclosure (IAPD)
https://adviserinfo.sec.gov/individual/summary/7671855
Kiersten Crum
Vice President of Client Acquisitions / Wealth Advisor
(816) 641-2550
kiersten@srgfinancialadvisors.com
Kiersten Crum is Vice President of Client Acquisitions, leading the marketing and media campaigns of SRG Financial Advisors, headquartered in Osage Beach, Missouri. Additionally, she is a Wealth Advisor with SRG Financial Advisors at Lake of the Ozarks, specializing in Social Security and retirement income planning, wealth management, and tax-efficient retirement strategies. When acting as a fiduciary, she is committed to acting in her clients' best interests and helping them make informed financial decisions with confidence.
Kiersten primarily works with pre-retirees and retirees who are transitioning from saving for retirement to generating sustainable retirement income. She helps clients answer some of retirement's most important questions, including: "How much can I spend in retirement?" and "Will my money last throughout retirement?" She believes successful retirement planning requires coordinating investments, taxes, income planning, risk management, and legacy planning into one cohesive strategy.
Kiersten earned a Bachelor of Science in Finance from the University of Kansas and holds her Series 65 license and Missouri Life and Health Insurance License. She follows SRG Financial Advisors' The Mile Marker FORMula™, a comprehensive planning process designed to help clients navigate the financial decisions that arise throughout retirement.
Kiersten's passion for finance began at a young age when she realized how little financial education was available to everyday people, especially women. The more she learned, the more she recognized how many individuals were making important financial decisions without having the knowledge or resources to feel confident in those choices. Throughout college, she immersed herself in studying finance and began sharing what she was learning with others in hopes of making financial concepts less intimidating and more accessible. What started as a personal interest eventually grew into a career focused on helping people better understand their finances and take control of their financial future.
Outside of the office, Kiersten enjoys golf, pilates, spending time at Lake of the Ozarks, and creating educational content focused on personal finance and retirement planning.
Work with Kiersten: Call (888) 883-7335, email kiersten@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Osage Beach Office or Online.
Frequently Asked Questions
Who is Kiersten Crum?
Kiersten Crum is Vice President of Client Acquisitions and a Wealth Advisor at SRG Financial Advisors in Osage Beach, Missouri. She serves clients at Lake of the Ozarks and across Missouri.
What does Kiersten Crum specialize in?
Kiersten specializes in Social Security and retirement income planning, wealth management, tax-efficient retirement strategies, and wealth management for women.
Is Kiersten Crum held to the fiduciary standard?
Yes, when working in an advisory capacity, Kiersten acts as a fiduciary, putting her clients’ financial interests first at all times, acting with loyalty, care, and full transparency. She recommends investments and strategies that benefit her clients, even if it means lower compensation for her.
How long has Kiersten Crum been a wealth advisor?
Kiersten Crum has been a wealth advisor since August 2024. Prior to becoming a wealth advisor, Kiersten was a Client Services Specialist for SRG Financial Advisors, where she gained firsthand experience in the financial planning process and the supporting application processing activities.
Who does Kiersten Crum work with?
Kiersten works with pre-retirees and retirees seeking guidance on transitioning from saving for retirement to generating sustainable retirement income, primarily at the Lake of the Ozarks and across Missouri.
How can someone work with Kiersten Crum?
Call (888) 883-7335, email kiersten@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Osage Beach Office or Online.
LinkedIn Profile
https://www.linkedin.com/in/kierstencrum/
SEC Investment Adviser Public Disclosure (IAPD)
https://adviserinfo.sec.gov/individual/summary/7796481
Cara LeMay
Director of Client Operations
(816) 641-2550
Since 2022, Cara has served as SRG’s Director of Client Operations, helping ensure a smooth, efficient client experience throughout the onboarding process. She assists with account setup, technology implementation, and administrative coordination. She works closely with advisors and clients to keep every step organized and on track. In her role, she oversees new business processing and tracking and provides ongoing operational support to the advisory team.
Prior to joining SRG, Cara worked as a teacher, where she developed a passion for helping others. Her attention to detail and commitment to service create a seamless experience, allowing advisors to focus on helping clients pursue their financial goals with confidence.
Outside of the office, Cara enjoys spending time with her husband, Kyle, family, friends, and their dog, Melody. She enjoys boating, exploring new restaurants, and building meaningful relationships within her community.
Frequently Asked Questions
Who is Cara LeMay?
Cara LeMay is Director of Client Operations for SRG Financial Advisors, serving prospects and clients in our Osage Beach, Columbia, Jefferson City, and Lee’s Summit, Missouri offices.
What are Cara LeMay’s responsibilities?
Cara LeMay helps ensure a smooth, efficient client experience throughout the onboarding process. She assists with account setup, technology implementation, and administrative coordination. She works closely with advisors and clients to keep every step organized and on track. In her role, she oversees new business processing and tracking and provides ongoing operational support to the advisory team.
How long has Cara LeMay been with SRG and in the financial services industry?
Cara LeMay has been serving SRG prospects and clients for over 4 years. Prior to SRG, Cara was a school teacher.
LinkedIn Profile
https://www.linkedin.com/in/cara-lemay-24066680/
Aleena LaPerriere
Client Relations Associate
(816) 641-2550
aleena@srgfinancialadvisors.com
Aleena is a Client Services Associate, helping ensure a smooth and welcoming experience for clients. She manages incoming calls, organizes documents, and coordinates communication between clients and advisors to keep daily operations running efficiently. She works closely with the advisory team to provide administrative support and help ensure every client interaction is handled with care and professionalism.
With 4 years of prior administrative experience, Aleena brought strong organizational, communication, and interpersonal skills to her role. Her attention to detail and commitment to providing exceptional support allow the advisory team to focus on helping clients pursue their financial goals with confidence.
Outside of the office, Aleena enjoys spending time with her fiancé, Tyler, their Australian Shepherd, Atlas, and her family and friends. She loves boating, staying active, and making the most of weekends at the Lake of the Ozarks.
Frequently Asked Questions
Who is Aleena LaPerriere?
Aleena LaPerriere is the Client Services Associate for SRG Financial Advisors, serving prospects and clients in our Osage Beach, Columbia, Jefferson City, and Lee’s Summit, Missouri offices.
What are Aleena LaPerriere’s responsibilities?
Aleena LaPerriere manages incoming calls, organizes documents, and coordinates communication between clients and advisors to keep daily operations running efficiently. She works closely with the advisory team to provide administrative support and help ensure every client interaction is handled with care and professionalism.
How long has Aleena LaPerriere been with SRG and in the financial services industry?
Aleena LaPerriere has been serving SRG prospects and clients since 2026. Aleena brought 4 years of administrative support experience to SRG.
LinkedIn Profile
https://www.linkedin.com/in/aleena-laperriere-874392251/
Cale Bentley
Wealth Advisor
(816) 641-2550
Cale Bentley is a Wealth Advisor with SRG Financial Advisors in Osage Beach, Missouri, serving individuals, families, retirees, and working professionals throughout Missouri and the Lake of the Ozarks area.
Cale earned his Bachelor of Science in Finance from the University of Missouri and completed a certificate in investments. He holds the Series 65 license and Missouri Life and Health Insurance License. His planning focus includes retirement planning, investment guidance, insurance planning, and helping clients make informed financial decisions at each stage of life. He works with individuals and families at all stages of life who want to build a strong financial foundation.
Cale began his career at SRG Financial Advisors as an intern, gaining firsthand experience in the financial planning process from start to finish. He now serves clients as a Wealth Advisor and continues to build experience in the securities industry. Through The Mile Marker FORMula™, Cale helps clients understand how investments, retirement planning, insurance, taxes, and other parts of their financial lives work together. Clients rely on him for clear communication, thoughtful planning, and a process-based approach to helping them prepare for the transition into the work-optional stage of life.
Cale grew up on a farm in southwest Iowa, where he learned the value of hard work, discipline, and doing things the right way. His family moved to the Lake of the Ozarks in 2018, and he graduated from Camdenton High School in 2022, where he played football, wrestled, and played golf. As a proud University of Missouri graduate, Cale enjoys staying connected to Mizzou and cheering on the Tigers. Cale recently married his high school sweetheart, Ellie. Outside of the office, he enjoys spending time on the lake and playing golf.
Cale enjoys helping individuals and families organize their financial lives, make confident decisions for the future, and build lasting relationships throughout the planning process.
Work with Cale: Call (888) 883-7335, email cale@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at the Osage Beach Office or Online.
Frequently Asked Questions
Who is Cale Bentley?
Cale Bentley is a Wealth Advisor at SRG Financial Advisors in Osage Beach, Missouri. He serves clients at Lake of the Ozarks and across Missouri.
What does Cale Bentley specialize in?
Cale’s planning focus includes retirement planning, investment guidance, insurance planning, and helping clients make informed financial decisions at each stage of life.
Is Cale Bentley held to the fiduciary standard?
Yes, when working in an advisory capacity, Cale 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.
What licensure does Cale Bentley hold?
Cale Bentley holds his Series 65 license and Missouri Life and Health Insurance license.
How long has Cale Bentley been a wealth advisor?
While Cale Bentley became a wealth advisor in May 2026, he had a year of prior industry experience, having begun his career at SRG Financial Advisors as an intern and gained firsthand experience in the financial planning process from start to finish.
Who does Cale Bentley work with?
Cale 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.
How can someone work with Cale Bentley?
Call (888) 883-7335, email cale@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at the Osage Beach Office or Online.
LinkedIn Profile
https://www.linkedin.com/in/calebentley/
SEC Investment Adviser Public Disclosure (IAPD)
https://adviserinfo.sec.gov/individual/summary/8118202
Grant Huffman
Wealth Advisor
(816) 641-2550
grant@srgfinancialadvisors.com
Grant Huffman is a Wealth Advisor at SRG Financial Advisors in Lee's Summit, helping working professionals and retirees envision and work towards their future work-optional lifestyle, designed to allow clients to focus on what brings them purpose and joy. When acting as a fiduciary, he is committed to making planning recommendations in his clients' best interests.
Grant specializes in comprehensive financial planning, retirement income planning, tax-efficient planning and investing, legacy planning, and risk planning and mitigation. He primarily works with working professionals in the Greater Kansas City Area and nationwide who are within 10 to 20 years of retirement. His approach includes a detailed discovery process as the foundation of the relationship, as he believes the only way to invest money properly is to have a deep understanding of the clients’ goals and priorities. He uses SRG’s proprietary process, The Mile Marker FORMula™, to make comprehensive planning decisions with a holistic view of the client's financial and life objectives.
Grant holds his Series 65 and life and health insurance licenses in several states. He earned a B.S. in Accounting at Emporia State University.
A Lee’s Summit native. Grant loves to spend time outside with his fiancée, Sydney, relaxing in nature, playing sports, and reading. Grant is a former college athlete and an all-MIAA closer for Emporia State University, as well as a CrossFit enthusiast.
To work with Grant: Call (888) 883-7335, email grant@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Lee’s Summit Office or Online.
Frequently Asked Questions
Who is Grant Huffman?
Grant Huffman is a Wealth Advisor at SRG Financial Advisors in Lee’s Summit, Missouri. He serves clients in Lee's Summit, the Greater Kansas City metroplex, and across Missouri.
What does Grant Huffman specialize in?
Grant specializes in Social Security and retirement income planning, wealth management, and tax-efficient retirement strategies.
Is Grant Huffman held to the fiduciary standard?
Yes, when working in an advisory capacity, Grant acts as a fiduciary, legally required to put his clients’ financial interests first at all times, acting with loyalty, care, and full transparency. He recommends investments and strategies that benefit his clients, even if it means lower compensation for him.
What licensure does Grant Huffman hold?
Grant Huffman holds his Series 65 license and life and health insurance licenses in several states.
How long has Grant Huffman been a wealth advisor?
Grant Huffman became a wealth advisor in June 2026. He has prior industry experience, having begun his career at SRG Financial Advisors as an intern, where he gained firsthand experience in the financial planning process from start to finish.
Who does Grant Huffman work with?
Grant works with pre-retirees and retirees seeking guidance on transitioning from saving for retirement to generating sustainable retirement income, primarily in Lee's Summit, the Greater Kansas City metroplex, and across Missouri.
How can someone work with Grant Huffman?
Call (888) 883-7335, email grant@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Lee’s Summit Office or Online.
LinkedIn Profile
https://www.linkedin.com/in/grant-huffman-41341b420/
SEC Investment Adviser Public Disclosure (IAPD)
https://adviserinfo.sec.gov/individual/summary/8206703