
Kacey’s main responsibility is working closely with clients to implement new life, disability and long-term care strategies in accordance with their Financial Plan. She gathers necessary information, populates forms and provides either paper or preferably DocuSign forms to get the process started. Kacey also keeps clients well-informed along the way as to their approval status.
Prior employment included working in the daycare center of Hackensack Medical Center where she watched the children of hospital staff. Kacey graduated with a Bachelor of Arts in Literature from Ramapo College of New Jersey.
In her spare time, she enjoys traveling in her family’s RV and kayaking.
CRN-3587682-051121