Meet Casey
I have been a licensed financial advisor since 2013, first at Edward Jones, then running a private practice since 2019.
I would love to talk with you about your finances. I work closely with individuals regardless of asset size to help them organize their finances to work toward their purpose.
I live in Bonney Lake, Washington with my family and dogs. We get out in nature as much as we can. We are happy to be out of the heat as recent Texas transplants.
Your future is important. Let us guide you.
The program involves meetings held online, over the phone, or in person
Step 1: Personal Discovery Meeting
We listen to what you want out of your retirement
Step 2: Gather Documents
Upload tax returns, trust documents, investment accounts, etc. Sometimes, this will be extensive. We need this information to start planning.
Step 3: Plan Presentation
You will get a financial stragtegy and investment plan.
Step 4: Implementation
Strategize resources to help get the job done from a financial expert.
Step 4: Ongoing Support
Have a dedicated advisor on call.