))
Kaysian Gordon-Wealth Advisor and Published Author
Manage episode 282064047 series 2854406
Inhoud geleverd door Jason Frazell. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Jason Frazell of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Kaysi shares the story how she came from Jamaica to managing money for ultra-high net wealth individuals, what keeps her moving forward even when she isn't sure it's going to be ok, and Kaysi gets Jason to open up about the story of how he met his wife (it's a good one.)
"It is difficult to give away kindness, it keeps coming back to you." -Kaysi (originally attributed to Cort Flint)
Kaysi is a seasoned professional who has worked in the financial industry for nearly 20 years. She is currently a Wealth Advisor at Clarus Group. Most recently, Kaysi was part of an elite 13 person team at UBS where she spent almost 17 years providing financial guidance and investment strategies for the firm’s “ultra-wealthy”, managing in excess of $500 Million in investable assets. Her client base consisted of entrepreneurs, CEOs and CFOs of Fortune 500 companies. Prior to joining the team at UBS, Kaysi began her career in Public Accounting.
Family and Community are important to Kaysi. She currently serves as the chairperson for her church's Finance and Stewardship Committee. She also teaches her church's youth bible class. Kaysi is a blogger and a published author of "Walking By Faith and Not By Sight: Learning to be Still in the midst of Life's Chaos". She is a sought after public speaker on both financial and faith topics. Kaysi enjoys being a mom, writing, reading and traveling with her daughter.
https://www.linkedin.com/in/kaysian-gordon-mba-cfp%C2%AE-cdfa%C2%AE-cpa-49550186/
https://www.instagram.com/kaysigordon
https://www.facebook.com/kaysian.gordon
www.kaysigordon.com
www.clarusfinancial.com
Enjoying the podcast? Please tell your friends, give us a shoutout and a follow on social media, or take a moment to leave us a review on iTunes or wherever else you get your shows!
Find the show at all of the cool spots below.
If something from this or any episode has sparked your interest and you’d like to connect about it, please email us at podcast@jasonfrazell.com. We love hearing from our listeners!
If you are interested in being a guest on the show, please visit jasonfrazell.com/podcast and click on the “Learn More” button at the bottom of the page.
Artwork by Jordan Snodgrass
Connect with Jason
If you enjoyed listening, then please take a second to rate the show on iTunes. Every podcaster will tell you that iTunes reviews drive listeners to our shows, so please let me know what you think and make sure you subscribe using your favorite podcast player. It means a lot to me and the guests.
https://www.jasonfrazell.com
https://www.jasonfrazell.com/podcasts
https://www.instagram.com/jasontfrazell
https://www.https://www.linkedin.com/in/jasonfrazell/
204 afleveringen
Delen
