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.

Jacklyn joined The Cason Group in 2024. She works with insurance advisors and carriers to resolve service issues on inforce groups.

Emma, a Columbia College graduate, joined The Cason Group in 2024. She is responsible for various accounting procedures and processes, such as obtaining and maintaining financial information, reconciling financial accounts, assisting in the preparation of financial statements, and more.

Emily, a Georgia Southern University graduate, joined The Cason Group in 2024. She assists with the development and delivery of communication strategies, projects, and events to promote The Cason Group and its products and services.

Ruthie joined The Cason Group in 2024. She conducts employee group benefit enrollments.

Patrick, a graduate of Clemson University, joined The Cason Group in 2025. He is responsible for examining and analyzing revenue data for purposes of identifying, reconciling, and generating detailed reports.

Anna, a graduate of the University of Tennessee at Knoxville, joined The Cason Group in 2024. She serves brokers and group administrators through the set up and completion of open enrollment on our benefit administration platforms.

Amber joined The Cason Group in 2025. She assists and supports Business Operations and Accounts Payable departments.

Taylor, a University of Alabama Birmingham graduate, joined The Cason Group in 2024. He works with advisors selling individual life and individual disability insurance products.

Michaal joined The Cason Group in 2024. He processes individual medical applications, answers underwriting questions and provides status to advisors for both Over- and Under-65 products.