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Securities and advisory services are offered by certain associates through KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor.  Fevergeon Financial and KMS are separate and unaffiliated. Fevergeon Financial is not a registered investment advisor or broker-dealer. This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

KMS Financial Services, Inc is a Seattle-based broker-dealer and investment advisory firm serving clients through a network of more than 300 investment professionals nationwide.

Joshua Case

Operations Manager

As a detail-oriented person who loves order and structure, I enjoy spending my time keeping the office running smoothly and improving how we operate.  In my free time, I love playing the drums and board games (but not at the same time), and spending quality time with my wife, Jaimie, and children Hanna and Micah.

 

MY TIMELINE:

 

2000: Graduated from Pasco High School in the top 3% of my class.

 

2000-2004: Attended Whitworth University in Spokane, WA.  Ended up taking most of my business classes with David.

 

2004: Graduated Summa Cum Laude (with highest honors) in 2004 with a degree in Business Management, minoring in Marketing and Leadership Studies.

2004-2009: After graduating, I moved to the Puget Sound area and worked in marketing for two non-profit organizations: Washington Business Week, a statewide vocational education program for high school students, and World Vision, a humanitarian relief organization.

 

2009-2015: Feeling the need to “come home” to the east side of the state, I moved back to the Tri-Cities with my wife in 2009. While there, I enjoyed living closer to my family and working as a branding & research analyst for a brand development company in Pasco.

2015: Moved to Ellensburg and joined Fevergeon Financial.