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
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.
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 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 COO
Bernie not moved up an is the COO of our business in charge of sales and service. He is an easy guy to talk to and a team player. Bernie makes things happen. He is an industrial engineer, father and good friend that will help you to the end!
Bernie is fluent in Spanish and English. Bernie Studied at Utel University.
Service & Renewals Team
Claudia Obeso
Service
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
Accounting
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..
Alejandro Medina
Service
I’m Alejandro Medina, I’m Mexican, I have more than 15 years in sales in different international companies, selling products and services, also with experience in customer service and trainer. I’m always willing to learn and to share my expertise and abilities in order to grow both the company and myself. I enjoy spending quality time with my family, fishing, travelling and watching movies and series, and I have also a certification as a commercial broadcaster as a hobby.
Vice Presidents of Sales
I’m Rashad Barber, a proud South Side Chicagoan. I pursued my passion for communication at Northern Illinois University, earning a degree in the field. As an alum of ΣΑΕ, I cherish the values and connections formed during my time in the fraternity.
Music is not just a love; it’s a significant part of my life. I’ve translated that passion into Henotic Records, a music management company where I’m not just at the helm but also actively involved in music production.
Beyond my musical pursuits, I find joy in sports, with football and basketball taking the top spots as my favorites. Whether it’s the rhythm of music or the thrill of a game, I appreciate the unique experiences each brings to my life.
In a nutshell, I’m Rashad Barber, a communicator, a music enthusiast, and a sports lover, navigating life’s journey with a blend of creativity and passion.
Eric Lester
A highly accountable and self-motivated individual with a degree from the University of Alabama. Proficient in Microsoft platforms, with demonstrated leadership capabilities and a proven track record of effectively communicating ideas. Known for being teachable and adaptable, Eric approaches problem-solving proactively. A self-starter who thrives in fast-paced environments, he is committed to achieving excellence and eager to continue learning and building skills.
Alex Wan
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
Commercial Intake Team
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!
Juan Crocker
Juan comes to us with full career in sales, as a sales manager, sales person and having a lot of success in all aspects of his career. He now specializes in commercial insurance. Juan is an extremely hard worker and gives his full effort to all of our clients.
Karstens Financial LLC
1415 W 22nd St Tower Floor
Oak Brook IL 60523
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, California, Colorado, Florida, Georgia, Illinois, Michigan, Missouri, Montana, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, Wisconsin, Wyoming and Growing!