Casi Fors is the lead financial advisor and the face of our firm. In 2002, Casi started her career as an independent financial advisor. This was during uncertain times and an uncertain market. Having a good understanding of investment risks and management she took this opportunity to educate her clients in planning for these unstable markets. Since then we have been through additional rough economic hardships that has made her steadfast in educating and life planning to empower her clients to pursue long-term financial security and confidence.
Her wide breadth of experience spans more than 14 years and her wealth of knowledge skillfully guides our office. Her specialties include comprehensive financial planning, investment planning, and fee-based asset management and 401(k)/403(b), small business retirement investment strategies.
Casi is actively involved in civic services and leadership. She serves on the Kiwanis Club, the Olympic Medical Center Foundation board, a member of the Peninsula Tennis Club and StormKing Crossfit. A life-long resident of Port Angeles, she is well known and highly regarded throughout our community. Married with 2 grown children, Casi loves spending her free time with her family and playing with her 6 grand-children.