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 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.
