Iron Wealth Advisors
Kasey B Gartner
Wealth Management Advisor|CFP®, CLU®, ChFC®, RICP®, WMCP®
Professional
Kasey has spent more than a decade in the financial services industry, having first joined Northwestern Mutual in 2003 as an Associate to one of the company's top investment advisors. By working closely with the team's clients to build and manage their financial plans, and furthering her own education - achieving the coveted CERTIFIED FINANCIAL PLANNER™ Professional certification - Kasey launched her own advisory practice to better serve the needs of busy professionals and business owners.
By getting to know each client personally and paying attention to what is really important to them in the planning process, Kasey believes she can help clients achieve the financial goals they set out for themselves, their families and their businesses.
Education and Credentials
- CERTIFIED FINANCIAL PLANNER™ Professional certification
- Chartered Life Underwriter (CLU®) designation
- Chartered Financial Consultant® (ChFC®) designation
- Retirement Income Certified Professional (RICP®) designation
- Chartered Advisor for Senior Living (CASL® ) designation
- Wealth Management Certified Professional (WMCP® ) designation
Associations and Memberships
- CFP Board www.cfp.net
- National Association of Insurance and Financial Advisors www.naifa.org
- University of Georgia Mentor Program
- NM Women's Field Association Board Member
Awards and Recognition
- NAIFA Atlanta - Top Advisor Under 40 (2015-2021)
- NAIFA Atlanta - Top Female Advisor (2014-2021)
- Northwestern Mutual Commitment to Excellence Award (2010)
- Lives Leader Northwestern Mutual Summit 2016 Qualifier
-
Million Dollar Round Table Qualifying Member 2015-2021
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.
Personal
Kasey grew up in metro-Atlanta where she graduated from Lassiter High School in Marietta. A lifelong Georgian, Kasey chose to return to Atlanta after college to pursue her career.
Kasey resides in the Atlanta area with her son. She loves travelling, experiencing new cuisines, reading and spending as much time as she can with her little boy. Kasey is a self-proclaimed fitness fanatic and competes nationally as a professional bodybuilder! She particularly enjoys power yoga and training in the weight room.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
