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Your Personal CFO 

We are a Registered Investment Advisor (RIA) that provides a family office approach to financial planning. 

Our 
History

In 2013, Casey Witters started a financial advisory practice after serving six years as an officer in the United States Air Force. She was determined to build an advisory business focused on holistic, goals-based financial planning and healthy wealth mindset coaching. Casey held fast to her unique model and built a thriving business against tremendous odds and barriers. 

In 2021, Casey transitioned Optimize Financial (OFI) to a Registered Investment Advisor (RIA) and partnered with Charles Schwab as a custodian. This launched OFI into a new era of autonomy, innovation, efficiency, and client service. OFI is committed to equipping clients with a simple process to grow wealth with a positive mindset!

Learn more about how our team can help you develop a financial plan so you can accomplish your most cherished financial goals.

Have You Asked Yourself These Questions?

- What investment opportunities should I pursue given my financial goals?

- How can I minimize tax liabilities and optimize my financial planning?

- How do I plan for retirement with an income that I won't outlive?

- What does effective estate planning look like for me, my family, and future generations?

Meet the Team

Dedication. Expertise. Passion.

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Casey Witters, MBA, CFP®

President & CEO
Financial Advisor

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Team
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Lisa Nguyen, CFP®

EVP of Client Relations

Financial Advisor

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Sara Woertink

EVP of Administration

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JD Williams

Junior Financial Advisor

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Dana Whitney

Client Relations Representative

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Jason Wall

Director of Business Development

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Carly Beam

Executive Assistant

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