Kasey is a Certified Financial Planner® and a Chartered Retirement Planning CounselorSM. He is a specialist in designing strategies and plans for the specific needs of retirees, and those still a few years away from retirement. His strategies help sustain income in retirement, keep taxes as low as possible, and achieve clients’ goals through proper investment selection. He also tackles Medicare and Social Security issues for clients, and frequently speaks in public on the topics. Kasey believes that a complete plan does not have to be a complex one - it should be simple and bring sufficiency to one’s life and lifestyle.
Kasey joined Granite Financial Group in 2000, coming from another local firm. He soon become an owner and managing partner of the firm. Having experienced some of the ways other firms conduct business, Kasey was thrilled to help build a firm that had a reputation of unparalleled service.
Kasey received his Bachelor’s degree from Southwestern University. He is also a member of Ed Slott’s Master Elite IRA Advisor Group, a national group which cultivates cutting-edge strategies to navigate IRA rules and regulations. In addition to assisting clients with their financial plans he is very active in the legislative side of the financial and insurance industry. He regularly travels to the state and national capitals to discuss important issues with elected officials, and to lobby for retiree issues. He is a Past President and board member of the Fort Worth Association of Health Underwriters, a volunteer organization dedicated to improving the insurance industry for the consumer. He is also a member of The Financial Planning Association, and the Financial Services Institute.