Kacy Seitz, ChFC®, CLTC®, ChSNC®

Wealth Management Advisor


After having a daughter in 2010 with significant special needs, I made a career switch with a mission to help families similar to ours.

I'm passionate about assisting families with special needs; including designing a financial road map that makes sense for the entire family and coordinating efforts with other advisors, such as third-party benefit consultants and legal advisors, to create a comprehensive plan for your dependent with special needs.

I understand the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Contact me today to learn more about how Northwestern Mutual’s Special Steps Program can guide you through the process to help secure a future of financial security for every member of your family.

To provide families with an in-depth and coordinated special needs planning process, I work as an integral part of a team of experts, both locally and nationally, who help families find and establish eligibility to optimize the benefits available to them. 

I look forward to serving your family's financial needs.

Awards and Recognition


Million Dollar Round Table Qualifying Member 2017

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


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