Kasi Boyles, Aif®, Qka, Cpfa
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Kasi Boyles, Aif®, Qka, Cpfa Email & Phone Number

VP, Retirement Plan Consulting at SageView Advisory Group
Location: Washington DC-Baltimore Area, United States, United States 11 work roles 3 schools
1 work email found @sageviewadvisory.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@sageviewadvisory.com
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Current company
SageView Advisory Group
Role
VP, Retirement Plan Consulting
Location
Washington DC-Baltimore Area, United States, United States
Company size
247 employees

Who is Kasi Boyles, Aif®, Qka, Cpfa? Overview

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Quick answer

Kasi Boyles, Aif®, Qka, Cpfa is listed as VP, Retirement Plan Consulting at SageView Advisory Group, a company with 247 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a work email signal at sageviewadvisory.com and a matched LinkedIn profile for Kasi Boyles, Aif®, Qka, Cpfa.

Kasi Boyles, Aif®, Qka, Cpfa previously worked as Senior Relationship Manager at Sageview Advisory Group and Vice President Consultant Relations at Lincoln Financial Group. Kasi Boyles, Aif®, Qka, Cpfa holds Bachelor'S, Education from University Of South Florida.

Company email context

Email format at SageView Advisory Group

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*@sageviewadvisory.com
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AeroLeads found 1 current-domain work email signal for Kasi Boyles, Aif®, Qka, Cpfa. Compare company email patterns before reaching out.

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Profile bio

About Kasi Boyles, Aif®, Qka, Cpfa

8115 Maple Lawn Boulevard, Suite 350Fulton, MD 20759Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Listed skills include 403 B, 457 Plans, Compliance Management, Salesforce.Com, and 46 others.

Current workplace

Kasi Boyles, Aif®, Qka, Cpfa's current company

Company context helps verify the profile and gives searchers a useful next step.

SageView Advisory Group
Sageview Advisory Group
VP, Retirement Plan Consulting
Washington, DC, US
Website
sageviewadvisory.com
Employees
247
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Company profile
View company profile Email format
11 roles

Kasi Boyles, Aif®, Qka, Cpfa work experience

A career timeline built from the work history available for this profile.

Senior Relationship Manager

Current
Sageview Advisory Group

Ellicott City, Maryland, United States

Jan 2023 - Present

Vice President Consultant Relations

Lincoln Financial Group

Ellicott City, MD

Dedicated to a select group of strategic consultant and advisory firms to ensure service excellence and mutual growth. Charged to execute a strategy to optimize plan outcomes for our mutual clients and growth of the advisors and consultants’ practice.

Apr 2019 - Nov 2022

Vice President Institutional Clients

Voya Financial

Mid-Atlantic Region

Oct 2015 - Feb 2018

Regional Vice President

Voya Financial

Virginia, District Of Columbia, & Delaware

Apr 2014 - Oct 2015

Regional Vice President

Ing Financial Partners

tampa/st. Petersburg, Florida Area

Leading a team of 5 sales professionals responsible for retirement plan client relationships and sales in Florida, Tennessee, Alabama, and Puerto Rico. My team partners with well over 200 distributors to support our Healthcare, Government and Education plan sponsors. Sales objectives in excess of $200 million.

Sep 2011 - Mar 2014

District Manager

Ing Financial Partners

Tampa/St. Petersburg, Florida Area

In this position I was tasked to grow and build the K-12 education market for ING in Florida. Worked to build/recruit our distribution force across the Sunshine State. Succeeded in reaching a $100m plus sales goal while maintaining sponsor relationships for some of the largest school districts in the country.

Jul 2010 - Sep 2011

Client Relations Manager

Ing Financial Advisors

Tampa/St. Petersburg, Florida Area

Maintain and enhance ongoing relationships with assigned plan sponsors in the Healthcare and Government markets in order to maximize asset retention and drive existing case sales results. Training distribution partners and the delivery of educational seminars to plan sponsors and retirement plan participants was also part of my job requirements.

Dec 2006 - Jul 2010

Sales Assistant

Wachovia Securities Financial Network

Tampa/St. Petersburg, Florida Area

Supported 4 financial advisors by enhancing client relationships, facilitating securities transactions, and processing all operational tasks. During my time at Wachovia, I passed all required FINRA and insurance exams well within allotted timeframe. Built rapport with top clients and received superior reviews from the advisors I supported.

Aug 2005 - Dec 2006

Teacher

Pinellas County Schools

Tampa/St. Petersburg, Florida Area

4th and 5th grade teacher in Pinellas County, FL. My duties comprised of creating lesson plans that adhered to curriculum standards, articulating achievement and behavior challenges to parents and colleagues. In addition, I maintained sole responsibility for management of time and academic instruction. Was nominated at team leader my last year in the.

Jul 2002 - Jun 2005
Team & coworkers

Colleagues at SageView Advisory Group

Other employees you can reach at sageviewadvisory.com. View company contacts for 247 employees →

JJ Jennifer Jorgenson, Aif, Cfs, Cpfa Jennifer Jorgenson, Aif, Cfs, Cpfa Colleague at Sageview Advisory Group Minneapolis, Minnesota, United States, United States View → BB Bailey Braden Bailey Braden Colleague at Sageview Advisory Group Knoxville, Tennessee, United States, United States View → LB Lucas Barton, Cfp®, Nqpa, Mpm Lucas Barton, Cfp®, Nqpa, Mpm Colleague at Sageview Advisory Group Colleyville, Texas, United States, United States View → LS Louise Short Louise Short Colleague at Sageview Advisory Group Tulsa, Oklahoma, United States, United States View → AS Allison Swanson Chfc® Allison Swanson Chfc® Colleague at Sageview Advisory Group Great Lakes, Illinois, United States, United States View → JL Jack Lockwood Jack Lockwood Colleague at Sageview Advisory Group Greater Boston, United States View → BM Brooke M. Brooke M. Colleague at Sageview Advisory Group Castaic, California, United States, United States View → JU Jon Upham Jon Upham Colleague at Sageview Advisory Group Newport Beach, California, United States, United States View → BB Brock Becker Brock Becker Colleague at Sageview Advisory Group Irvine, California, United States, United States View → SP Skylar Pontello Skylar Pontello Colleague at Sageview Advisory Group Bloomfield Hills, Michigan, United States, United States View →
3 education records

Kasi Boyles, Aif®, Qka, Cpfa education

Education record

Washington High School
FAQ

Frequently asked questions about Kasi Boyles, Aif®, Qka, Cpfa

Quick answers generated from the profile data available on this page.

What company does Kasi Boyles, Aif®, Qka, Cpfa work for?

Kasi Boyles, Aif®, Qka, Cpfa works for SageView Advisory Group.

What is Kasi Boyles, Aif®, Qka, Cpfa's role at SageView Advisory Group?

Kasi Boyles, Aif®, Qka, Cpfa is listed as VP, Retirement Plan Consulting at SageView Advisory Group.

What is Kasi Boyles, Aif®, Qka, Cpfa's email address?

AeroLeads has found 1 work email signal at @sageviewadvisory.com for Kasi Boyles, Aif®, Qka, Cpfa at SageView Advisory Group.

Where is Kasi Boyles, Aif®, Qka, Cpfa based?

Kasi Boyles, Aif®, Qka, Cpfa is based in Washington DC-Baltimore Area, United States, United States while working with SageView Advisory Group.

What companies has Kasi Boyles, Aif®, Qka, Cpfa worked for?

Kasi Boyles, Aif®, Qka, Cpfa has worked for Sageview Advisory Group, Lincoln Financial Group, Voya Financial, Ing Financial Partners, and Ing Financial Advisors.

Who are Kasi Boyles, Aif®, Qka, Cpfa's colleagues at SageView Advisory Group?

Kasi Boyles, Aif®, Qka, Cpfa's colleagues at SageView Advisory Group include Jennifer Jorgenson, Aif, Cfs, Cpfa, Bailey Braden, Lucas Barton, Cfp®, Nqpa, Mpm, Louise Short, and Allison Swanson Chfc®.

How can I contact Kasi Boyles, Aif®, Qka, Cpfa?

You can use AeroLeads to view verified contact signals for Kasi Boyles, Aif®, Qka, Cpfa at SageView Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did Kasi Boyles, Aif®, Qka, Cpfa attend?

Kasi Boyles, Aif®, Qka, Cpfa holds Bachelor'S, Education from University Of South Florida.

What skills is Kasi Boyles, Aif®, Qka, Cpfa known for?

Kasi Boyles, Aif®, Qka, Cpfa is listed with skills including 403 B, 457 Plans, Compliance Management, Salesforce.Com, Sales Management, Retirement Solutions, Public Markets, and Crm.

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