Louis J. Cassara, CLU ChFC | President & CEO

Lou has been inspiring people to “realize their true potential” for over twenty-five years.

Louis J. Cassara, Founder & CEO of The Cassara Clinic® and The Financial Resource Network is a 34 year Trusted Authority on client relationships. Lou has inspired over fourteen thousand trusted advisors to become more productive and profitable in their business.

Since 1985, The Cassara Clinic® LLC has been successful because Lou is passionate, dedicated, and committed to being a resource of professional development for business professionals and entrepreneurs. What this means to those he serves is he shares a process of successful achievement that

encourages people to be a first-rate version of themselves. The benefit to his clients is the clarity and confidence they have to do what they do best and do it to the best of their ability.

Lou shares his unique Client Creator Process and the insights that inspire and challenge people to “align their intentions with their actions,” both personally and professionally. His clients consistently share that his workshops are “a life experience” that transforms their thinking from “believing they impact others…to knowing that they do.” The benefit to them has been that Lou inspires them to lead and serve with impact and significantly enhance their performance and results.

Lou Cassara’s impressive career as a Chartered Financial Consultant and Chartered Life Underwriter has placed him in the top 1% of his peers. He is a twenty-time qualifier for The Top of the Table and Life member of The Million Dollar Round Table. His career accomplishments include over $2B of life insurance in force on $40MM of life premium on 3000 lives. Lou is a nationally recognized author, speaker, and teacher on communication and client relationships.

Some of the highlights of Lou’s career include:

Author of the best selling book From Selling to Serving: The Essence of Client Creation
Chartered Financial Consultant and Chartered Life Underwriter designations from the American College
2012 Innovation Award Winner
Member of The International Forum
Member of The World Business Academy
Member of National Speakers Association
Board member of three charitable foundations
National Quality Award and National Sales Award achiever since 1982

Stefanie Engleking

Director of Operations


Stefanie Engleking serves as The Director of Operations for the Cassara Clinic. In this role, she is responsible for overseeing daily operational activities including new business, client service, performance reporting, office administration, technology and human resources.

Since 2005, people have chosen to work with Stefanie because of her passion and commitment to business growth and client service. What this means is she is focused on developing and implementing processes and systems for all day-to-day operations in addition to providing an exceptional experience for clients and financial professionals. The real benefit is her dedication to education, knowledge and networking make her an integral asset to the Financial Resource Network.

Stefanie holds a Bachelor of Arts degree from Purdue University School of Liberal Arts and a Life and Health Producer License. She lives in Naperville with her husband Brandon and two children, Sofia & Joseph. She is enjoys spending time with her family, travel and event planning.