Kathy Sasser has been providing the residents of Wyoming and neighboring states with individual financial planning services for over 40 years. As a Wyoming native, she started her career in 1973 at a local brokerage firm. In 1987, she branched out independently and began presenting Successful Money Management Seminars across the State and creating financial plans for the attendees. Most of the people that attended her seminars became clients and have seen their investments grow throughout the years. Kathy’s business also flourished thanks to word-of-mouth referrals her clients provided over the years.
Kathy moved to Lincoln Financial Advisors in 2002 because she loved Lincoln’s cutting edge strategies and and products and the value they can add to a well-rounded financial portfolio. People often forget, or don’t consider, products like long-term care and life insurance as part of a financial plan, but they are actually a key part of the financial planning process.
In 2008, she added the Chartered Retirement Planning Counselor designation to her list of accomplishments in order to help clients transition into retirement with lifetime income. She has been awarded membership to the Lincoln Financial Advisors Presidents Cabinet several times as recognition based in part on assets under management, sales and compliance criteria.
When Kathy is not working, she enjoys spending time with her husband, traveling the world or having her family and friends over for dinner. She finds much satisfaction working with clients she has had for over thirty years and seeing how far they have come to realize their retirement goals. Kathy continues to enjoy helping people create a financial plan that they can feel confident about, so call for an appointment or drop in. Let's get started!