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Kasey George, CRC®

Kasey George, CRC®

Registered Representative and Investment Adviser Representative

Kasey George enjoys working face-to-face with clients, helping them to identify their financial needs and goals, and implementing a solution in order to help achieve these goals. He has been in the financial service industry for 16 years and another 3 years as an Investment Bank Analyst. Kasey joined M3 Investment Services in 2010, choosing M3 because of the attention that goes in to each individual client and providing a holistic approach to helping each client attain their financial goals.

Mr. George holds a Bachelor of Arts in Finance from Michigan State University. Kasey is a Certified Retirement Counselor®, an Investment Adviser Representative and currently holds Series 6, 63, 65, Life and Health Insurance licenses.

Kasey has been married to his lovely wife, Leanne for 8 years. They have one 2-year-old daughter, Audrey, and a dog named Zoey. In his spare time, he enjoys traveling, heading to northern Michigan, boating, golfing, skiing, going to concerts and spending time with his daughter.