Casey Jorgensen, CFP®, RCC™
Login to view DISC.Casey Jorgensen is the Head of the Dynasty Institute for Adaptive Leadership (DIAL) at Dynasty Financial Partners. An expert in advisor development and succession planning with a CFP® designation, she helps wealth management firms optimize growth and efficiency. Colleagues have described her as competent, personable, and direct in her professional approach.
Outside of her professional life, Casey is a working mother who has shared her experience of raising two young children while building a career at a fast-growing company. She has also been actively involved in her community through various volunteer programs and civic events in St. Petersburg.
She was instrumental in building DIAL and its key programs, including the "Advisor to CEO" curriculum, in direct response to industry demand.
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Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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