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

FUND THE FIGHT! Kasey's 2021 LLS Woman of the Year Campaign

When I was asked to serve as a 2021 LLS Woman of the Year candidate, I will admit, I had immediate hesitation.  Here's a glimpse into the first thoughts that began circling in my mind:

What is this all about?  I have enough on my plate!  There's still a global pandemic!  My son hasn't seen the inside of a classroom in a year!  I'm still running my business from home!  I already sit on two boards.  I don't know anything about LLS or Woman of the Year!  I'm flattered, but thankfully, I don't have a direct connection to blood cancer (that I know of). 

And then my next thought was, "Kasey, this isn't about you.  Do you think people with leukemia or lymphoma get to decide to fight the disease or not based on how busy their schedules are or how convenient it is?"  That was the only self-talk I needed in order to accept the nomination!

Running a fundraising campaign in the middle of an already over-committed schedule is challenging enough.  And I'm so blessed, healthy and fortunate enough to be in a position to do so because those fighting leukemia, lymphoma, any other form of cancer or illness may not be not as fortunate.  And so I accepted the nomination and challenge on behalf of those that are not as fortunate and on behalf of those that need our support. 

Please join me either as a corporate sponsor or individual contributor to help raise as much as possible over the next 10 weeks. Every dollar we raise counts as one vote for our campagin toward Woman of the Year! 

All donations - no matter the size - are greatly appreciated and tax deductible! They'll not only support LLS research, but patient services, advocacy, public and professional education, and community services as well.

If you own a business, know someone who does or work for one, let us know if you would like to sponsor our campaign on the corporate level!  Many organizations offer a match for charitable giving, so make your contributions go further by taking advantage of company $$!

Please visit my website often,  https://pages.lls.org/mwoy/ga/atlanta21/kgartner share our posts and encourage friends, family and colleagues to donate, as well!

On behalf of blood cancer patients everywhere, thank you for your support and together, let's FUND THE FIGHT!

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.

Group Photo at table

Northwestern Mutual Annual Meeting in Milwaukee, WI - Kasey was invtied to speak at the NM Annual Meeting to discuss client appreciation.

Annual Meeting Stage

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, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Kasey B Gartner, CFP®, CLU®, ChFC®, CASL®, MBA

Wealth Management Advisor

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck