Kasi is a Senior Relationship Manager at SageView, based out of the firm’s Washington D.C. office.
Kasi is responsible for providing daily support and consulting to clients to ensure plan operational and compliance issues are handled efficiently. She is responsible for delivering quality retirement planning and fiduciary oversight to our clients. This includes analysis of plan design, developing and implementing the overall strategy for the plan, ongoing plan management and pursuing retirement industry best practices. She brings over 17 years of experience to the team.
Kasi has spent her career in retirement services, spending 11 years with Voya and 5 years with Lincoln Financial Group prior to joining the SageView team in 2023. She is experienced and knowledgeable in 401(k), 403(b) and 457 Plans.
Kasi graduated from the University of South Florida, with her B.S in Elementary Education. She is currently Series 7, 63 and 66 registered.