A proud graduate of Florida Gulf Coast University, Kasen received her degree in finance. She holds her 215 license and joined our firm in 2022. As our client services associate, Karsen processes the opening of accounts and transferring of assets. She also oversees the processing and resolving of client service requests. She assists we preparing necessary documentation for client meetings. In addition, she can assist clients who may be ready to begin their Medicare journey.
Karsen married her high school sweetheart, Reinaldo, and they are proud parents to a 2-year old kitty named Lorelai. Both Karsen and Reinaldo are very active in their church. Karsen works with the high school ministry, and Reinaldo serves in the worship ministry.