Kristie, a graduate of Central Michigan University, joined The Cason Group in 2024. She provides application installation and administrative support to the new business process. Kristie contributes to the success of the Financial Services Operations team by providing accurate and dependable internal support so we can be the best at advisor experience.

Alyssa, a graduate of the University of Tennessee, joined The Cason Group in 2023. She assists advisors with appointment and commission needs as well as new application processing.

Jackie, graduate of Cape Fear Community College, joined The Cason Group in 2022. She assists advisors with appointment and commission needs as well as new application processing.

Riley joined The Cason Group in 2022. She assists advisors with appointment and commission needs as well as new application processing.

Halley, a graduate of University of South Carolina, joined The Cason Group in 2022. She processes applications and acts as a dedicated liaison from receipt of request to policy placement for Financial Services’ top producing advisors and our core carriers.

Amanda, a graduate from The College at Southeastern, joined The Cason Group in 2022. She manages the workflow of Case Managers, maintains accurate process guides, and leads the team in strategic growth and development.

Basil, a University of South Carolina graduate, joined The Cason Group in 2019. She assists and coordinates the workflow and training of Financial Services Case Managers.