Kacy Seitz
Wealth Managment Advisor at Whole Story Planning | Overland Park, Kansas, United States
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Kacy Seitz is a dedicated Wealth Management Advisor at Whole Story Planning, where she leverages her personal experience and professional expertise to empower families navigating complex financial and healthcare landscapes. Her current role involves developing tailored financial strategies that address the unique needs of clients with special needs populations, ensuring they have the resources and planning in place for a secure future. Kacy’s deep understanding of the intricacies involved in special needs planning allows her to craft comprehensive solutions that encompass estate planning, government benefits, and long-term care funding, providing peace of mind for families facing challenging circumstances.
At Whole Story Planning, Kacy is instrumental in leading initiatives that integrate financial services with holistic support strategies. Her key projects often focus on creating customized financial plans that align with clients’ values and long-term goals, emphasizing the importance of early intervention and proactive planning. Her expertise in marketing strategy and business development enables her to reach and serve a broader community of families who need specialized financial guidance. Kacy’s entrepreneurial spirit and background in advertising and product marketing help her communicate complex financial concepts clearly and compassionately, fostering trust and engagement.
Driven by her personal journey, Kacy’s mission is to transform the way families with special needs children approach wealth management. Her combination of skills in financial services, lead generation, and marketing management positions her as a compassionate advocate and strategic partner for her clients, ensuring they are equipped with the financial tools necessary to navigate their unique paths with confidence.
Wealth Managment Advisor at Whole Story Planning in October 2013 to Present
Founder | Chief Marketing Strategist at Write Mix Marketing in January 1999 to October 2013
Sr. Marketing Manager at Creative Marketing International Corporation in May 2011 to April 2013
Marketing Program Manager at Creative Marketing International Corporation in April 2008 to May 2011
Marketing Manager at Positive Networks in July 2006 to March 2008
Marketing & Franchise Manager at CD Tradepost in October 2001 to June 2004
Marketing Intern promoted to Assistant Marketing Director at Topeka Performing Arts Center in August 1999 to October 2001
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Washburn University, Bachelor's Degree, October 1997 to October 2026
Marmaton Valley High School, October 1995 to October 1997
Frankfort High School, October 1992 to October 1995
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Special Needs Populations
Email Marketing
Lead Generation
Strategy
Marketing
Marketing Strategy
Business Development
Advertising
Product Marketing
Copywriting
Marketing Management
Entrepreneurship
Strategic Planning
Child Advocacy
Financial Services
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What is Kacy Seitz email address?
Email Kacy Seitz at [email protected], [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Kacy Seitz's email found in 2026.
What is Kacy Seitz phone number?
Kacy Seitz phone number is +17852249437 and 816-412-1515.
How to contact Kacy Seitz?
To contact Kacy Seitz send an email to [email protected], [email protected], [email protected], [email protected] or [email protected]. If you want to call Kacy Seitz try calling on +17852249437 and 816-412-1515. (updated on May 06, 2025)
What company does Kacy Seitz work for?
Kacy Seitz works for Whole Story Planning
What is Kacy Seitz's role at Whole Story Planning?
Kacy Seitz is Wealth Managment Advisor
What industry does Kacy Seitz work in?
Kacy Seitz works in the Financial Services industry.
Kacy Seitz Email Addresses
Kacy Seitz Phone Numbers
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