Built around you. Backed by a team.
Financial advice is personal.
You should know the people helping you make important decisions about your business, your finances, and the future you’re building.
At McCulley Financial, our team brings together strategy, planning, operations, and client service around one objective:
Helping you create greater clarity, coordination, and freedom in your financial life.
Kort McCulley
Kort McCulley founded McCulley Financial with a simple belief: entrepreneurs shouldn’t have to manage their business and personal financial lives as two separate worlds.
His perspective started long before McCulley Financial.
Kort grew up around the family business his grandfather started in a garage in 1950 and watched his father and uncles grow it into a leading national producer. He saw firsthand what it takes to build a successful business—and the responsibility and opportunity that come with it.
That experience ultimately shaped the approach behind McCulley Financial.
Today, Kort helps entrepreneurs define their DreamNumber™, connect their business and personal financial decisions, and build a strategy around what they want their success to make possible.
Kort holds the Accredited Investment Fiduciary® (AIF®), Certified Plan Fiduciary Advisor (CPFA®), and Behavioral Financial Advisor (BFA) designations. He earned an MBA in Finance and International Business and a Bachelor of Science in Economics and Finance from Western Illinois University.
Beyond McCulley Financial, Kort is the author of Your Bigger Future and is deeply involved in organizations focused on creating meaningful impact. He founded Champions for Cures, supporting cancer research and families affected by cancer, and is a founder of WillPowered Autism, which advocates for nonspeaking autistic individuals and supports greater access to communication, learning, and opportunity.
Outside of work, Kort’s greatest priority is time with his family. He also enjoys golf, travel, and bringing people together around causes and experiences that make a difference.
For Kort, financial success isn’t simply about accumulating more. It’s about creating the freedom to choose what comes next—and using that freedom to make an impact.
Sara Casey
Director of Marketing & Operations
Sara Casey helps turn the vision of McCulley Financial into execution.
As Director of Operations, she oversees the firm’s day-to-day operations and helps coordinate the people, processes, and priorities behind the client experience.
With more than 10 years of operations experience, Sara brings a background in business growth, team management, and client service. Her focus is helping ensure that the details behind the scenes support the experience clients receive at every stage of their relationship with McCulley Financial.
A Chicago native, Sara lives in the suburbs with her husband, Mike, and their son, Miller. Outside the office, she enjoys concerts, White Sox baseball, and traveling.
Alma Lopez-Linan
Alma Lopez-Linan supports the planning and service work that helps keep the McCulley Financial client experience organized and moving forward.
She works closely with the advisory team on meeting preparation, client follow-through, and account-related service, helping ensure important details and next steps receive the attention they deserve.
A Purdue University graduate, Alma is continuing her professional development toward becoming a financial advisor. Bilingual in English and Spanish, she brings attention to detail, organization, and a thoughtful approach to problem-solving.
Based in Santa Fe, New Mexico, Alma enjoys sports, concerts, and pickleball outside the office.
One team. One client experience.
Different roles. One standard.
From the strategy behind your biggest financial decisions to the details required to carry them forward, our team works together to help keep your financial life coordinated and moving in the direction you want it to go.
Because great financial advice isn’t only about having a plan. It’s about having the right people alongside you to help bring it to life.