Experienced Consultation For Every Kind of Investor
Kasey J. Claytor began independent private consultation in 2000, opening an office in Titusville, Florida, later founding Osprey Money Management, LLC in 2005.
Having worked for notable brokerage firms since 1983, Kasey established a reputation for working closely with clients to plan for retirement, college funding, estate management, and building wealth using a “money map” designed to explain the graduating levels of financial understanding and expertise.
Her integrated consultative approach to wealth management includes an investment methodology subscribed to by Nobel Prize winning economists.
Using their research of the last 50 years, such as Efficient Market Theory, Kasey educates clients giving them an opportunity to be an active participant in their long-term wealth management. This includes helping clients define their investment philosophy, learn how to measure risk, understand costs, and to identify the many elements involved in a successful, integrated financial program.
Kasey has long been involved in her community through participation in business associations and community organizations including the Titusville Chamber of Commerce, Better Business Bureau, and Kiwanis. She is a member of the International Association of Coaches, an independent certifying body that evaluates specific masteries of professionals for ethical, professional and business standards.
Kasey Claytor currently teaches workshops on asset management, and consults with clients on ways to increase their likelihood of success in today’s changing financial environment. She is an author of two books: The 7 Big Mistakes Investors Makes & the 7 Habits of Successful Investors as well as the recently released 7 Laws for Raising Financial Independent Kids.
Dawn Lopez, Administrative Assistant
Since then, she has been trained in everything from receptionist, office manager, logistics, liaison to other financial companies such as insurance and mutual fund companies, order processing, client services, bookkeeper, and those many “other duties as assigned.”
Dawn has been part of Osprey Money Management since it opened in 2000, working with clients and providing excellent support to Kasey and our clients.
Dawn resides in Titusville with her husband and two sons.
Jana Dieter, Editor At Large
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Jana has been part of Osprey Money Management since 2004, working closely with Kasey on various writing projects, including her books, articles and newsletters. With her creative and insightful touch, she improves Osprey Money Management's communications making the message clear and easy to understand.
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Jana resides in Portland, Oregon with her husband.
Wendy Wade, Promotion and Events Coordinator
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Wendy joined us in 2009 as our schedule became more active with out-of-office events. As requests pour in for Kasey's talks, Wendy is filling an important role in coordinating them. Her organizational skills gained from her previous experience as a business owner have made her an essential part of our team. She adds a depth of caring in everything she does. | Wendy resides in Satellite Beach, Florida with her husband and two sons. |
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Events & Appearances
March
7 Laws Talk to BCC Lab School Parents
Cocoa
Wednesday, 25th 6:30pm - 8:30pm
Open to public
April
7 Laws of Raising Financially Independent Kids:
What if they are already grown?
Cocoa Library, April 8 @ 1:00pm
Out of town at a seminar in Sedona, Arizona
Wednesday, April 29th to Monday, May 4th
May
Florida Conference for Women
Tuesday, May 12th, Orange County Convention Center
Open to public
Kasey and Wendy at the March 25th
Brevard Community College Book Talk
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Have Kasey speak at your next event or meeting!
If you want your attendees to leave refreshed,
inspired and more knowledgeable about
their financial life give us a call!
Some topics for a presentation:
Surviving and Thriving in this Economy
*The 7 Habits of Successful Investors
The 7 Components to Your Prosperity
Women & Prosperity
*Raising Financially Independent Kids
Separating Myths from Truth, the Story of Investing
The First Step to Your Goal Fulfillment
Please contact us at 321-383-4005 or toll free
877-650-3796,
email ~ Kasey@ospreywealthcoaching.com
*A book signing may be combined with these topics. |
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