Kasey George, CFP®, CRC®
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 19 years and another 3 years as an Investment Bank Analyst. Kasey joined M3 Investment Services in 2010, choosing M3 because of the attention and holistic approach that goes into 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®, a CERTIFIED FINANCIAL PLANNER™ professional, an Investment Adviser Representative and currently holds Series 6, 7, 63, and 65 securities registrations, and Life and Health Insurance licenses.
Kasey has been married to his lovely wife, Leanne for 10 years. They have one 5-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.
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