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 Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.