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
Founded by Morgan Lemaitre, Park City Wealth Advisors is the culmination of years of financial services industry experience and hard work to build the company she envisioned. Morgan is proud to lead the team at Park City Wealth who are the heartbeat of our firm. Committed to your financial success, we focus on upholding our philosophies and ensuring that each of our clients is treated with the utmost respect and highest standards of service. We know our clients’ aim is to reach financial independence; it’s our goal to guide them with the right direction and proper tools to help them reach that independence.
”Don’t be pushed by your problems, be led by your dreams.”
Morgan LemaitreOwner & Founder
Morgan Lemaitre, CFP®
Founder, CEO
When Morgan Lemaitre, CFP®, first entered the financial services industry more than a decade ago, she wanted be more than just someone her clients called when they need some financial advice. Her goal was to be a comprehensive partner, as well as a friend, who could be counted on in any situation. As a former figure skater for Team USA and international chef who cooked 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.” In a male-dominated industry, she is proud to have paved the way for future female entrepreneurs, as well as her team of consultants and problem solvers who are committed to your financial success.
Our Approach
Meet Our Team
Connor Alleman
Analyst
Bridger Richards
Analyst
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
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: (435) 500-5979 • grow@parkcitywealthadvisors.com
