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 Dave Ramsey Smartvestor advisor, 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.
Raymond James Financial Services does not endorse and is not associated with the Dave Ramsey or the SmartVestor Program.
SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any member of the SmartVestor Program. Members of the SmartVestor Program are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. Members of the SmartVestor Program are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of members of the SmartVestor Program and makes no claim or promise of any result or success of retaining a member of the SmartVestor Program. Your use of SmartVestor, including the decision to retain the services of any members of the SmartVestor Program, is at your sole discretion and risk. Any services rendered by members of the SmartVestor Program you contact are solely that of the member of the SmartVestor Program. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.
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.
