Dr. Greg Kasten graduated from medical school in 1980. By 1992, he became a full-time financial adviser, opening his first trust company shortly thereafter. What could lead to such a change in course?
The now 58-year-old Midwest native found himself dissatisfied with the available financial planning processes almost immediately into his first job as an anesthesiologist. “I was in private practice and just learning to take care of my own retirement plan. I found that financial advice from planners and stock brokers was very biased and I realized I needed to learn to take care of it myself,” says Kasten, who resides on a farm outside of Lexington, Ky., with his wife of 34 years.
