Kasey is a Financial Advisor at Rice Financial Group. He is also a third-generation financial advisor, following in the footsteps of his father, Rob Closs, and his grandfather, Howard Somers, from whom he learned early the importance of having respect and compassion for others and putting their needs first in both personal and business relationships. Kasey strives to provide sound financial advice and strategies, personal to each client’s desired wealth building and retirement goals, whether you are an experienced investor or just
beginning to save for your future. Kasey also enjoys providing these services to clients’ children, grandchildren and great-grandchildren, believing that it is never too early to learn to become a saver and a savvy investor.
Kasey has a passion for educating and assisting individuals and families in defining and pursuing their financial and retirement goals. He believes that helping clients learn, plan and stay informed about their financial options in this ever-changing global economy is a key to building wealth. Having learned the value of working in teams during his life playing sports, Kasey, along with the Rice Financial Group team, offers
the resources and flexibility to bring winning formulas to clients’ investment portfolios.
As your personal financial advisor, Kasey will analyze and review with you your existing financial documents, current assets/debts, real estate, insurance policies, investments, Social Security status, etc., and ask you pertinent questions about your specific future financial needs and objectives for wealth building and retirement dreams. With that information, he will create detailed strategic investment plans for you to develop income streams, determine ways to help reduce future taxes and meet your other objectives. Kasey has the resources and experience to help you navigate such financial life events as asset protection, selling a business, buying a new home, insurance needs, managing an inheritance, funding a trust, retirement planning, and planning educational expenses for a growing family.
Kasey is a Lake Oswego, OR native and when he is not working, he enjoys time shared with his wife, Emily, and their dogs, Buster and Remington. Sports, especially football, have been a lifelong passion of his. Kasey played football at Portland State University and then earned the opportunity to play in the NFL with the Jacksonville Jaguars in 2015. He is also an avid golfer and plays basketball on Portland’s Multnomah Athletic Club team. You might run into him at almost any sporting event. Outside of sports, he is a true family man. Priceless moments made together with family and friends are what drive him to be the man he is today. It translates into his business ethics and the way he interacts with his clients.