Kacy Seitz, ChFC, CLTC, ChSNC in

Kacy Seitz, ChFC, CLTC, ChSNC

Commander · DISC type D
Wealth Managment Advisor at Whole Story Planning
📍 Overland Park, Kansas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
24 Years
Current Role
Wealth Managment Advisor
Location
Overland Park, Kansas, United States
Personality Overview

How Kacy shows up

Decisive
Very Quick
Candid & Clear

They prefer to move quickly, and expect the same from others. They do not care very much about building rapport or relationships. They respond better to strong and respectful interactions.

Priorities

Topics Kacy cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2013
Wealth Managment Advisor
Whole Story Planning
5-2011 - 4-2013
Sr. Marketing Manager
Creative Marketing International Corporation
4-2008 - 5-2011
Marketing Program Manager
Creative Marketing International Corporation
7-2006 - 3-2008
Marketing Manager
Positive Networks
10-2001 - 6-2004
Marketing & Franchise Manager
CD Tradepost
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 2001
Bachelor's Degree
Washburn University
1995 - 1997
High School
Marmaton Valley High School
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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