Phone: (435) 602-9188
kasey@upwardpf.com
Kasey Ring
Financial Coaching & Education
Kasey Ring is the owner and founder of Upward Personal Finance, which was established in 2015 with the mission of empowering women in their financial journeys. With over 15 years of experience in the financial services industry, Kasey brings a wealth of background to her clients, including nearly a decade as a financial advisor and private banker at two Fortune 500 firms. Recognizing that traditional financial services often overlook the unique perspectives and needs of women, she specializes in helping women become serious investors.
Kasey’s approach is tailored to women who are ready to take control of their financial destinies. She focuses on setting financial goals, creating spending plans, saving strategies, debt elimination, and legacy planning. Her practice is distinguished by flexible hours, a flat-fee pricing model, and a hands-on approach that includes education, coaching, and accountability.
“I feel like when people picture financial advisors, there’s a typical perception about them. And some advisors make promises that fall short,” Bo says.
“That’s why it’s my mission to be different from the standard advisor. I want to be someone my clients can trust and contact at any time with any question. I think the reason most people have a difficult time finding a good source of financial information is that they don’t believe advisors have their best interests in mind. I’m always excited show a client, not tell them, that I’m on their side.”
Kasey holds a bachelor’s degree from San Diego State University and is deeply involved in her community. She serves on the leadership team of WIN Park City, speaks at the Women in the Money conference, and participates in multiple initiatives supporting women in Utah, including SheMoney and the Women’s Business Center of Utah.
Originally from Visalia, California, Kasey now lives in Heber City, Utah, with her husband, two sons, and two pugs. An avid outdoorswoman, she enjoys skiing, boating, hiking, and traveling, embodying the spirit of adventure in both her personal and professional life.
Meet Park City Wealth
Morgan Lemaitre, CFP®
Founder & Chief Executive Officer
Morgan Lemaitre founded Park City Wealth Advisors to serve entrepreneurs, executives, and families who need more than surface-level financial advice. With a background spanning comprehensive wealth planning, tax-aware investment strategy, and complex family balance sheets, Morgan acts as both strategist and steward. Her work focuses on integrating investment management with real-world decisions around business ownership, liquidity events, estate planning, and lifestyle design.
Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.
Meet MorganPlay Video”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Our Approach
Joshua Flade, CFA
Co-Founder & Chief Investment Officer
Josh Flade oversees all investment strategy and portfolio construction at Park City Wealth Advisors. As Chief Investment Officer, Josh brings an institutional lens to private wealth management. He leads asset allocation, manager selection, risk oversight, and due diligence across public and private markets, with a focus on tax efficiency, downside protection, and long-term compounding.
Josh’s role is to ensure portfolios are designed with intention, not reaction. He evaluates opportunities through rigorous analysis and maintains discipline across market cycles, helping clients stay grounded through volatility and complexity. His leadership ensures that every portfolio reflects both strategic conviction and prudent risk management.
Morgan leads client relationships, long-term planning strategy, and firm vision. She is deeply involved in every client engagement, ensuring advice remains proactive, personalized, and aligned with each family’s evolving priorities. Her approach is defined by clarity, discipline, and an unwavering fiduciary mindset. No products. No shortcuts. Just thoughtful advice built to last.
Meet Josh
Educational Resources at Park City Wealth Advisors
We are here to answer questions and provide help when it comes to managing, saving, investing, growing, and protecting your wealth, providing educational resources on our website to help you learn more. We invite you to browse, read, watch, download, and learn about the basics of finance and retirement. Questions? Schedule an appointment by calling or texting: (435) 500-5979 or emailing
4554 N Forestdale Drive, F39, Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
