top of page

Your Personal CFO 

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


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.

Casey Witters headshot

Casey Witters, MBA, CFP®

President & CEO
Financial Advisor

  • Instagram
  • Facebook
  • Twitter
  • LinkedIn
Lisa Nguyen Profile Pic-min.jpg

Lisa Nguyen, CFP®

EVP of Client Relations

Financial Advisor

Sara Woertink headshot

Sara Woertink

EVP of Administration

Opt F-38_edited.jpg

JD Williams

Junior Financial Advisor


Dana Whitney

Client Relations Representative


Jason Wall

Director of Business Development


Carly Beam

Executive Assistant

bottom of page