Kasey, a Series 7 licensed Financial Advisor, is passionate about helping woman create custom wealth-building plans tailored to their goals and lifestyles. As a second-generation financial planner, Kasey carries on her family’s mission of providing trusted personal financial advice for her clients. She has a Bachelor of Science in Biology from Governors State University and joined her family’s firm in 2016.
What ignites my why? Seeing so many women and younger generations under-prepared for their futures. Women especially have to prepare and save more for their retirement for so many reasons. I am driven to provide the knowledge and the tools to empower them to be successful so they’re not blindsided when it’s too late. To allow them to have a retirement, to allow them to live, without compromise later.