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?
Dana Whitney
Client Relations Representative