All rights reserved.
Kasey Claytor is the founder of The Phoenix Center for
Prosperity and Wellbeing, a center that breaks the
stereotypes of financial guidance, taking an all-encompassing
approach by adding a new dimension to a successful financial
and personal coaching entity. Kasey founded the center because
she wanted to create a place where people can come to learn,
heal, and find true prosperity.
With over twenty-five years of experience and success,
Kasey has mindfully developed a comprehensive approach to
financial advising. This approach has been very successful, but
she wanted more. She wanted to offer a more complete and
satisfying program for her clients. Thus, she has created the
Phoenix Center to provide resources for those seeking balance
in all areas of life.
For years Kasey has studied methods to enrich, enliven, and
bring balance to our lives. These same methods can help you
heal those areas of your life where you aren't experiencing
wellbeing; transforming you into your more expanded, true self,
bringing balance; so that all your life is expressed with an ease
that makes every day enjoyable. Kasey believes in your power to
grow in self-knowledge and awareness, making your desired
states and situations not only possible, but highly probable.
Kasey is also an accomplished speaker and author with two
financial titles, The 7 Big Mistakes Investors Make, The 7 Habits
of Successful Investors, and her third release, The 7 Laws of
Raising Financially Independent Kids. Throughout her
career Kasey has come to see the pitfalls of mixing emotions
with investment choices (such as when to buy or sell). The 7
Laws for Raising Financially independent Kids describes good
habits that can be developed from a very young age for
both personal and financial success. For more information and
to purchase this book, please go to the 7 Laws for Kids website
She has developed quite a coaching community all over the
country, stays in touch through her newsletters and e-zine, and
makes herself available to a limited number of coaching clients.
For an explanation of what this coaching is, please go here.
Kasey resides in Cocoa with her husband in a renovated hundred-
year-old river house. She has two grown sons and a daughter-in-
For further information: Osprey Wealth Coaching The 7 Laws
Osprey Money Management LLC
Dawn Lopez, Administrative
Dawn is expertly trained in all facets of a
financial services branch office. Her
career began in the early 1990’s when she
worked as a broker’s assistant in a major
Since then, she has been trained in
everything from receptionist, office
manager, logistics, liaison to other
financial companies such as insurance and
mutual fund companies, order processing,
client services, bookkeeper, and those
many “other duties as assigned.”
Dawn has been part of Osprey Money
Management since it opened, and now is
an integral part of The Phoenix Center as
well, working with clients and providing
excellent support to Kasey and all our
projects. Dawn gives that extra special
caring that is palpable, and all in our
"tribe" can feel it.
Dawn resides in Titusville with her
husband and two sons.
Jana Dieter, Editor At Large
Jana has been part of Osprey Money
Management since 2004, working closely
with Kasey on various writing projects,
including her books, articles and
newsletters. With her creative and
insightful touch, she improves Osprey
Money Management's and The Phoenix
Center's communications making the
message clear and easy to understand.
Jana resides in Portland, Oregon with her
Wendy Wade, Promotion and Events
Wendy joined us in 2009 as our schedule
became more active with out-of-office
events. As requests pour in for Kasey's
talks, Wendy is filling an important role in
coordinating them. Her organizational
skills gained from her previous experience
as a business owner have made her an
essential part of our team. She adds a
depth of caring in everything she does.
Wendy resides in Satellite Beach, Florida
with her husband and two sons.