Stacey Casey

Stacey is an Assistant Vice President and Senior Financial Advisor for WTB Investment Services, serving clients in Liberty Lake. Stacey has worked in the financial services industry since 1996. A dedicated senior financial advisor specializing in retirement planning, she helps individuals and families build confidence and clarity around their financial future. With a client first approach, Stacey works closely with clients to design personalized strategies that align with their goals, values and lifestyle. Stacey is known for breaking down complex financial concepts into clear, actionable guidance, empowering clients to make informed decisions, at every stage of life. Stacey believes retirement planning is about more than numbers, it's about creating a sustainable plan that supports the life clients want to live.