Kasey joined our Financial Planning team in September of 2014 as a Financial Consultant and plans to sit for the CERTIFIED FINANCIAL PLANNER TM exam in the near future.
Originally from Texas she returned after falling in love with the area as an undergrad at the Cornell School of Hotel Management. Kasey manages a wide variety of tasks for New Horizon Financial Strategies including scheduling appointments, updating financial plans and monitoring investments accounts and the like.
Texas Tech University - College of Human Resources
Master of Science in Personal Financial Planning
Cornell University - School of Hotel Management
Bachelor of Science - Hospitality Business Administration
The Art Institute of Dallas - Culinary Arts
Associate of Applied Science
Certain representatives of SAL Inc. are also Registered Representatives offering securities offered through Comprehensive Asset Management and Servicing, Inc. ("CAMAS"), 2001 Hwy 46, Ste. 506, Parsippany, NJ 07054. 1-800-637-3211
Member FINRA/SIPC. Financial Solutions is independent of CAMAS. Check the background of this firm on FINRA’s BrokerCheck.
This website is for informational purposes only and not an offer to buy or sell securities. Leslie Strebel is licensed in the states of New York and New Jersey. .
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.
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