Financial Advisor
Kasey specializes in comprehensive financial planning for families, as well as education planning and wealth management. He finds great fulfillment in helping clients pursue their personal and financial goals with sound financial guidance. Kasey has also attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
Before joining Raymond James in 2017, Kasey worked with MassMutual (formerly Metlife). He is a graduate of the University of Wisconsin – La Crosse.
Kasey enjoys golfing and fishing in his spare time, and is a Madison native.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
