Kaycee K. LeCong, CFP^®

How do I help our clients live a richer life?
By assuming the role of Personal CFO for our clients, my goal is to allow each individual to define what living a richer life means to them. No two client’s needs are the same, which is my favorite part of this job. I enjoy learning about each person’s unique situation and providing customized solutions to help achieve their goals. My goal is for every client to fully understand and have peace of mind in their plan. I received a bachelor’s degree from Washington State University and obtained my CERTIFIED FINANCIAL PLANNER™ certification in 2014.

How do I align my time and money with my values and passions to Live a Richer Life?
Daily, I ensure that my time and money mirror my core values and passions. Whether baking up a storm in the kitchen, teeing off on the golf course, or enjoying a night out with friends over a good meal and wine, I prioritize what truly matters to me. By staying true to my authentic self and embracing life’s simple pleasures, I create a balance that brings me joy and fulfillment each day.