Senior Vice President, Relationship Management, Service Team
Casey Jorgensen, CFP®, RCC™ has recently been promoted to Senior Vice President of Relationship Management within the Service Team at Dynasty Financial Partners. In her brief tenure, Casey has launched Dynasty’s Advisor to CEO Program, built the foundation for Dynasty’s Practice Management offering, expanded the reach of the Dynasty Women’s Network, and has become a thought leader in the independent wealth management space. Casey has already been working hard to close the gender gap since joining the firm in 2020. In her elevated role, she will now serve as the senior lead on key Dynasty Network relationships. As the strategic advisor of these firms, Casey will work with their leadership teams to continually grow and scale their businesses.