Our
History
In 2013, Casey Whitson 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?
JD Williams
Client Relations Representative
Kaylee Breeding
Client Relations Representative
Beth LaBonty
Executive Assistant
Anna Ochal
Client Relations Representative
Logan Wall
Content Strategist