Professional

Kasey has spent more than a decade in the financial services industry, having first joined Northwestern Mutual in 2003 as an Associate to one of the company's top investment advisors.  By working closely with the team's clients to build and manage their financial plans, and furthering her own education - achieving the coveted CERTIFIED FINANCIAL PLANNERTM certification - Kasey launched her own advisory practice to better serve the needs of busy professionals and business owners.

By getting to know each client personally and paying attention to what is really important to them in the planning process, Kasey believes she can help clients achieve the financial goals they set out for themselves, their families and their businesses.

 

Education and Credentials

  • Certified Financial PlannerTM (CFP®) certification
  • Chartered Life Underwriter (CLU®) designation
  • Chartered Financial Consultant® (ChFC®) designation
  • Retirement Income Certified Professional (RICP®) designation
  • Chartered Advisor for Senior Living (CASL® ) designation

 

Associations and Membership

  • CFP Board www.cfp.net
  • National Association of Insurance and Financial Advisors www.naifa.org
  • Ellevate (formerly 85 Broads)

 

Awards and Recognition

  • NAIFA Atlanta - Top Advisor Under 40 (2015-2018)
  • NAIFA Atlanta - Top Female Advisor (2014-2018)
  • Northwestern Mutual Commitment to Excellence Award  (2010)
  • MDRT Member - Million Dollar Round Table (2015-2018)
  • Lives Leader Northwestern Mutual Summit 2016 Qualifier

 

 

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

Wealth Management Advisor

 

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