Continuing our “Ask Away” Advisor Spotlight Series!
In our featured “Ask Away” Advisor Spotlight Series, learn more about some exceptional LPL Financial advisors partnering with Financial Resources Group — incredible minds with interesting backgrounds. Discover their distinct insights, strategies, and personal stories that have fueled their success.
Each month, we’ll cast a spotlight on a different advisor, unveiling what makes them stand out in the competitive financial services landscape.
The series continues with Matt Casey, LPL Financial Advisor, Wealth Management at Royal Credit Union. Get to know Matt through this Q&A and be sure to watch the short video below where he personally introduces himself!
Q: Can you tell us a bit about your background and family?
A: I was born and raised in New Richmond, Wisconsin, where I still live today. New Richmond offers that small-town charm and close-knit community, while also benefiting from its proximity to the Twin Cities. I graduated from the University of Wisconsin – River Falls with a degree in Business. I’ve been married to my wife, Heather, for nearly three decades, and we’re proud parents of two kids—our daughter Payton is successfully navigating her career after graduating from my alma mater, and our son Joe is set to graduate from UW-La Crosse in Spring 2025 with a degree in Finance and Accounting.
Q: What are your personal/unique interests?
A: I enjoy playing golf, as it gives me a chance to appreciate the outdoors and socialize with friends—it’s a great mix of leisure and sport. I also love cheering on the Minnesota Wild Hockey team; the fast-paced energy and skill of the game really draw me in.
Q: How did you get started in finance, and what have you learned over your career?
A: My finance journey began with a college internship at the bank my father managed, where I learned the value of compassionate customer interactions in building trust and loyalty. With over 30 years in the industry and 25 years as a financial advisor, I’ve witnessed many changes in finance and the economy, allowing me to evolve my strategies. Staying informed on market trends and economic shifts helps me navigate the ever-changing financial landscape and serve my clients better.
Q: What’s your approach when working with clients?
A: My approach focuses on 5 key elements:
Personalized Care: Taking the time to understand each client’s unique financial situation.
Customized Strategies: Tailoring investment recommendations to align with clients’ life goals and risk tolerance.
Client Education: Empowering clients with knowledge, so they can make informed decisions and feel confident in the investment process.
Emotional Support: Offering both financial and emotional support to ensure clients feel cared for on a holistic level.
Referrals: I view client referrals as a testament to the trust we build, which motivates me to continue providing exceptional service.
Meet Matt in this brief video below!
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Credit Union and Wealth Management located at Royal Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management located at Royal Credit Union, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or Wealth Management located at Royal Credit Union. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Royal Credit Union, Financial Resources Group, and LPL are separate entities.
