G attended Morehouse College and joined The Cason Group in 2024. He provides product selection and case design support for TCG Regional Consultants by illustrating and explaining advanced sales concepts, training and equipping the sales team with updated industry information, and working to provide a high level of expertise to our Private Client Group advisors.

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.

Matthew, a graduate of the University of North Carolina at Charlotte, joined The Cason Group in 2024. He provides internal support for TCG Regional Consultants by illustrating new business opportunities, being a product and rider expert, and working to convert illustrations into applications through meaningful follow-ups with advisors.

Stacey, a graduate of Midland Technical College, joined The Cason Group in 2023. She is responsible for life and disability proposals, prescreens, and policy service for the Financial Services Department.

Dawn joined The Cason Group in 2023. She helps process applications and acts as a dedicated liaison from receipt of request to policy placement for Financial Services’ advisors and our core carriers.

Leah, a graduate of Francis Marion University, joined The Cason Group in 2023.

Alyssa, joined The Cason Group in 2023. She assists advisors with appointment and commission needs as well as new application processing.

Jackie 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 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.