Our Mission
As a busy professional, Kasey understands that people often don't take the time they should to properly plan for their financial futures. Life can be hectic - careers, family, friends and hobbies often leave little time to address some of life's most important needs - like creating a solid financial plan.
Kasey makes it her goal to help busy professionals craft a plan that most effectively and efficiently allows them to reach their financial goals, while protecting what's most important to them. Helping clients address these critical areas and be able to live lives knowing a financial plan is in place, continues to be the most rewarding aspect of the career for Kasey.
Recent Articles
With all that is going on in the world right now, it may be a great time to speak with your children and educate them about money. Please click the below link to read the follwoing article, as I recently had an opportunity to share my insights and advice for these uncertain times: https://www.northwesternmutual.com/life-and-money/the-money-lessons-this-advisor-thinks-kids-can-learn-right-now/
Recent Events
Podcast with Kristin Andree - Kasey and Kristin discussed how to be your best self on Kristin's podcast, No Limits.
Women's Leadership Group in Washington, DC - Kasey and her national women’s leadership group paid a visit to their congressmen and women advocating on behalf of our clients.
American Psychiatric Association Event in New York City - Kasey was invited to speak at the national APA annual meeting on women and finance.
Northwestern Mutual Annual Meeting in Milwaukee, WI - Kasey was invtied to speak at the NM Annual Meeting to discuss client appreciation.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
