Growing up, financial advisor Casey Fox gained an early appreciation for the inner workings of small businesses at her family’s Midwest-based business. This informal education would ultimately guide her to choose a career where she could partner directly with closely held companies, helping entrepreneurs and their dedicated employees create secure futures.
Once she completed her degree in Economic Management from Gustavus Adolphus College, Casey founded her own practice centered on investment and financial consulting for individuals and locally-owned companies. In 2011, Casey joined forces with Christopher Dock and purchased three other advisors’ practices, establishing Manitou Advisors, LLC, a boutique financial advisory firm focused on retirement planning for small businesses. Constantly looking for ways to expand upon the services offered to their clients, Casey and Chris then merged with Watermark Wealth. Her most rewarding moments are those when she can contribute to others’ lives by assisting them in achieving their personal and professional goals.
On the weekends, Casey loves to explore the outdoors, whether that involves running, hiking, swimming, fishing, or playing golf. As a former college athlete, she continues to nurture her competitive side on two club volleyball leagues. Casey also enjoys spending quality time with family and friends and expanding upon her already impressive culinary skills.