Sally Kesey

Oregon-born elder-millennial trying to help her friends, family and the GenX/Y generations at-large avoid big financial mistakes, be intentional with their money and hopefully accomplish the dual goals of sending their kids to college AND retiring before age 70. I specialize in families with one or more small businesses– a truly overwhelmed group who wants approachable advice along with accountability and support to implement their financial plan on their own time-line. No two clients are the same– that’s what makes my job fun and why I custom tailor every financial plan to fit your life. Learn more at www.tailoredfp.com!

Casey McCright is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in comprehensive wealth management and the design and management of qualified and non-qualified retirement plans. Since beginning his career as a Wealth Management Advisor in 2008 and joining Merrill Lynch in 2010, Casey has developed a niche practice focused on serving successful families, medical professionals, and privately held businesses, with an emphasis on multi-generational wealth planning. He is recognized for building long-term client relationships by gaining a thorough understanding of their financial goals as well as their lives, families, and interests. Casey holds a Bachelor of Science degree in Business and Economics from the University of Oregon and earned a Certificate in International Economics from Copenhagen Business School. He maintains several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), and Retirement Benefits Consultant (RBC). The RBC designation enables him to provide specialized services related to defined contribution plans and fiduciary advisory services, helping businesses meet their retirement plan goals and support their employees' financial wellness. Residing in Eugene, Oregon, Casey spends time with his wife, two children, and their black lab. They enjoy outdoor activities such as running and cycling and participate in community organizations including Eugene 4J Schools, Kidsports, OakHill School, and YEBW. Casey is also involved with professional and recreational organizations like the International Mountain Biking Association and USA Cycling.

Luke Bailey is an Investment Management Consultant II at Fidelity Investments. He is dedicated to helping individuals and families preserve and grow their wealth, leveraging his knowledge of Fidelity's unique product offerings to provide tailored financial planning. Luke has held several roles within Fidelity Investments since 2021, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Representative, and Customer Relationship Advocate. His progressive experience within the firm has contributed to his expertise in investment solutions and client relationship management. He holds an Arkansas Insurance License, supporting his ability to advise clients on relevant insurance matters.