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 is leads and is responsible for the growth and development of the Case Design team. He also serves as a product resource for our sales team, our advisors and our operations staff.

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. She helps ensure clients are applying with the carrier that best fits their underwriting impairments and receiving the most competitive offer available to them.

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.

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.