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About Us

KASE Wealth Advisors was established in October 2014 with a straightforward goal: to build a firm where clients receive honest advice, transparent communication, and a level of service that reflects what is actually at stake in their financial lives.

What Drives Our Work

We genuinely care about the people we work with. That is not a tagline. It means we are continuously looking for ways to improve outcomes, refine strategies, and make sure every client's portfolio is working as hard as it possibly can. We do not set a plan and walk away. We stay engaged because the markets move, lives change, and good work requires ongoing attention.

What We Stand For

Every relationship we build rests on three things: honesty, transparency, and quality. We will always tell you what we think. You will always understand what we are doing and why. And the standard of service we hold ourselves to is one that reflects the trust our clients place in us every single day.

Meet Who You’ll Be Working With

Keith L. Glaser

Keith L. Glaser

Founder, Managing Director, Financial Advisor

Amanda Macfarland

Amanda Macfarland

Registered Assistant, Office Manager

Scott C. Jackson

Scott C. Jackson

Founder, Financial Advisor

Evan Conley

Evan Conley

Founder, Financial Advisor, AIF

Daniel Gutcher

Daniel Gutcher

Financial Advisor

Ready to Make the KASE for Your Financial Future?

The first conversation costs you nothing and could change everything about how you think about what comes next. Reach out today and let us show you what a difference the right team makes.

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