About Karstens Financial

Know about Karstens Financial : 

Karstens Financial is an Independent Insurance Broker and Financial Advisor.  We are a trusted single point of contact to all your insurance and financial needs.

  • Access to multiple companies and a wide range of products.
  • Unbiased and objective advice to our clients to find the right coverage even in hard situations.  
  • Claims Assistance and Advocacy
  • One single service contact

  Our goal is to have your best interests in mind.  Anchor Your Future with Karstens Financial

About Karstens Financial
Maritime Insurance Services Illinois

Building Relationships

Enjoy the personalized attention you deserve! Karstens Financial is committed to treating you with courtesy and integrity.  We are realistic, honest and will work hard to give the very best advice and help you achieve results you want. 

What does this means to you? Karstens Financial works with a number of difference insurance companies not just one! Why get one quote when you are searching for coverage, when we can provide multiple! For instance, we work directly with over 20 different auto and home insurance carriers to find the best coverage and cost to meet your needs. Unlike directly sold insurance carriers (State Farm, Allstate, Farmers) will price out all of our carriers to find the best cost and coverage.  When you think of insurance, think of Karstens Financial! Our goal is to make sure you have the answers you need to make proper informed decisions about your insurance.  

Karstens Financial offers an Insurance and Finance review as a complimentary service because we want you to clearly understand your insurance policies, your plans, and most importantly your options. This is a meeting where you and one of our team members reviews your current situation – family, business, finances, property, and long-term plans and goals. We use this information to identify risks you may not have considered and we look for any discount opportunities. We identify your goals and evaluate your current plans

Every minute counts…Don’t find out the hard way about protection you wish you had. An Insurance Review is easy and it’s complimentary.

Home Insurance Quote Illinois

Jake Karstens

 Jake attended Rollins College in Florida, graduating with a degree in Economics in 2002. He continued his education with coursework in financial planning at DePaul which he completed in 2004.  He holds currently holds 6 insurance and financial licenses, including his Series 65. Time is important in financial planning. Don’t find out the hard way about protection you wish you had or money you wish you would have put away. “He who hesitates is lost.  Life is meant to be Led, Live it!"  Jake loves to sail, golf spends time in Florida, Texas and Chicago.  

Management

Vinnie Gattoni

Vinnie Gattoni Manager of our Account Management Team
Vinnie Gattoni is driven by a passion for helping people, and he brings this dedication to his role at Karstens Financial, having previously worked in the financial sector. Beyond his professional pursuits, Vinnie has a thrilling hobby – skateboarding. His love for skateboarding runs deep, and he was even sponsored at one point, showcasing his commitment and skill in the sport. With a background in finance and a fervor for assisting others, Vinnie combines his diverse interests to bring a unique and well-rounded perspective to both his work and personal life. 

Bernie Lopez

Bernie has recently been promoted to COO of our business, where he leads our sales operations. He’s approachable, a true team player, and someone who gets things done. With a background as an industrial engineer, business owner, and dedicated father, Bernie brings both professional expertise and personal integrity to everything he does. He’s also a trusted friend who’s always ready to help. Bernie is fluent in both Spanish and English and is a proud graduate of Utel University.

Service & Renewals Team

Claudia Obeso

Claudia Obeso
Account Manager

I have experience in customer service and sales for more than 15 years in companies in the United States and Mexico, I like to be in contact with people and help them in the best way. additional information: I am Mexican, I am 40 years old, in my free time I write poetry and learn about different cultures traveling

Cherilyn Georpe Commercial Intake

Cherilyn is a Secondary Math teacher by profession, but in 2006 she decided to venture the Insurance industry. She is in the Insurance business for 15 years catering customer service, processing coach, and a service manager. She is an advocate to be better by 1% daily, exploring new things and be excellent at it is a great adventure. In my free times, I love to write stories about love, success, and adventure..

Vice Presidents of Sales

I was born in Chicago and raised in Ixtapa Zihuatanejo, Mexico, which gave me a unique perspective and a passion for connecting with people from different backgrounds. For the past 10 years, I’ve worked in insurance, helping families and business owners protect their dreams and plan for the future. I thrive on building relationships, guiding clients with honesty and care, and finding solutions that truly make a difference. Outside of work, I stay active through fitness and athletic activities, which keeps me motivated and disciplined in every part of my life.

Karstens FInancial

Alex Wan- Vice President of Sales

Results-oriented finance professional with over 20 years of diverse experience in hedge fund product design, risk management, and sales. Proven track record in building state-of-the-art asset management and risk models, presenting investment solutions globally, and achieving outstanding risk-adjusted returns. Expertise in factor modeling, statistical analysis, and strong programming skills. Alex has his Masters in Engineering. Alex is Fluent in English and Mandarin

Commercial Intake Team

Karstens FInancial

David Mendoza

David Mendoza is a go getter! He work to support Bernie and is always on top of things and a hard worked. He Sold Jake when he interviewed on why we needed him here and he got the job!

Karstens FInancial

Karstens Financial LLC

119 E Ogden Suite 204

Hinsdale IL 60521

Phone:773-657-8400  Toll Free: 855-657-8400

Email: support@karstensfinancial.com

Hours: 

Sunday Closed  Saturday Please set up a meeting

Monday through Friday 9:00 am to 5:00 pm.  Feel free to call or text or email outside of business hourss.

By Appointment Only:  Florida Office: 2431 Aloma Ave. Suite 235 Winter Park Florida 32792

 

In the state of California our DBA is KARSTENS FINANCIAL & INSURANCE SERVICES

Karstens Financial LLC is licensed in Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Indiana, Illinois, Iowa, Michigan, Missouri, Montana, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, Wisconsin, Wyoming and Growing!