Jeff Casey is originally from Ashland, MO and was raised as the youngest in a family of five. He attended Central Methodist University, where he enjoyed playing baseball and graduated with a degree in business. In a 2016 transition, Jeff and his wife, Kim, moved from St. Louis to make Omaha their home. They are loving raising their two children, Paige and Luke, in this community that continues to impress.
After graduating from college, Jeff worked as an insurance agent for many years, consulting families on their supplemental health benefits. While servicing hundreds of families in this capacity, Jeff recognized a need for most people to have a trusted advisor for all their financial matters. Being limited in the services he could provide as a captive agent and inspired by Dave Ramsey’s Financial Peace University, Jeff sought an opportunity to become an comprehensive financial advisor.
As a financial advisor who obtains referrals through the SmartVestor Pro referral service, Jeff is proud to uphold these timeless principles as a pillar of the financial planning process. He specializes in retirement planning, investment management, tax strategies, and gifting strategies, while his primary focus is developing meaningful relationships with clients to be able to help them navigate the array of life’s challenging decisions. You’ll often hear Jeff say he’s incredibly fortunate to be able to serve people in this way and that he’s lucky to have landed his dream job.
Jeff holds his Series 7, Series 66, Health, Life, Annuity, Long-Term Care, and Disability licenses.
*Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Southwestern Investment Advisory Services and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. Southwestern Investment Advisory Services does not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Southwestern Investment Advisory Services. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Southwestern Investment Advisory Services, except in connection with providing your contact information to your advisor.
Ramsey Solution's relationship and agreement is between Southwestern Investment Advisory Services only. Raymond James Financial Services, Inc. is not affiliated with the solicitor arrangement between Ramsey Solutions and Southwestern Investment Advisory Services.
As a Client Services Specialist, Kerra strives to provide the best customer service to every client so that they can feel welcomed. Kerra was born and raised in Omaha, Nebraska. She graduated from Bellevue University with her Bachelor’s in Criminal Justice.
Before joining the Raymond James team in 2017, she worked for a personal injury law firm as a Litigation Paralegal for over 6 years. When not working, Kerra is spending time with her friends, her two dogs and two cats, her husband Phil, and volunteers her time advocating and helping with local animal rescues.
Brittany graduated from Northwest Missouri State University with a Bachelor's degree in Corporate Recreation and Wellness. For the last three years, she has worked at Nodaway Valley Bank in Maryville, Missouri, as Head of the Debit Card Department, but she recently moved to Omaha to begin her journey with Southwestern Investment Group. She has most enjoyed building relationships with her co-workers.
Currently, Brittany works for four advisors in the Omaha office. Her ultimate goal is to gain more knowledge in the financial industry, continuing her professional growth. She is also a licensed cosmetologist and works part time as a stylist.
In her spare time, Brittany enjoys working out, spending time with her family, and reading for her book club.
Zach is a member of the Southwestern Investment Group Mentee Program and works under the guidance of Jeffrey Casey, CFP®. He is currently on track to launch his own team in December 2021 and, in the meantime, loves having the opportunity to soak up as much knowledge as possible while gaining hands-on experience. He was drawn to Southwestern Investment Group because of its strong commitment to company culture, as well as the exceptional colleagues he gets to work with on a daily basis. Outside of work, Zach keeps an extremely active lifestyle that involves lots of golf, hockey, and travel.
