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
Our team is the heartbeat of our firm, upholding our philosophies & ensuring that each of our clients are treated to the highest standards of service. We know our clients aim is to reach financial independence; we guide them with the right direction & proper tools so they can reach that independence.
”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Morgan Lemaitre, CFP®
Founder, CEO
Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking for the King of Thailand on his 80th birthday, Morgan understands life is about absorbing as much knowledge and as many experiences as possible. She brings that same perspective to Park City Wealth Advisors, where she says, “I want my clients to look at each open door as an opportunity to take the next step and see what the other side has to offer.” Click below to learn more about Morgan and Park City Wealth Advisors.
Meet Our Team
Unlock Your Financial Potential
At Park City Wealth Advisors, we center our client relationships around education and transparency. Through meaningful dialogues between you and our exclusive team of financial professionals, we strive to cultivate the success you have achieved, not only for your own life but for the benefit of generations to come. See some of our resources to begin your journey towards an elevated life.
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: 435.500.5979 • grow@parkcitywealthadvisors.com
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Park City Wealth Advisors, based out of Park City, Utah, services clients worldwide. We would love to give you a complimentary second opinion on your financial picture and investments. Come see our team at work firsthand! Contact us below:
