Team

Carisse M. Gafni, CFP® Financial Adviser

Carisse is a businesswoman and an entrepreneur. She has been self employed since 1987, and joined the financial services industry since 1998. Her passion is to help educate her clients on the importance of financial and insurance strategies and assist them in accomplishing their goals with suitable and appropriate financial solutions.

She is acutely aware that change is a part of life and solutions should be able to adapt to both anticipated and unanticipated life events. Job changes, marriages, divorce, the death of a spouse, retirement: these are all times when it is important to re-assess financial goals and strategies.

A widow herself, Carisse knows first hand how difficult it can be to move from sharing responsibility for financial decisions to having sole responsibility for those decisions. As a trusted financial professional, Carisse can help ease this transition.

Whether building a financial plan or assisting in obtaining a specific financial product, Carisse believes in finding the financial tools and strategies that will best suit the client.

Carisse puts great importance in building strong relationships within the community and is an active member of several community organizations as well as her faith community.

Carisse has three millennial children, of whom she is extremely proud. She loves to travel. She enjoys playing bridge and bunko.

 

Leslie Schulenberg

Agent Assistant

Leslie Schulenberg is a third generation Nevadan. 

Leslie earned her insurance license in 1981. She’s been in the insurance industry for most of that time except for a 10-year period in the accounting industry. Although Leslie also earned her degree as a paralegal, her heart has always been in the insurance business. 

In May of 2016, Leslie began working with Carisse. She thoroughly enjoys working for Carisse and getting to know our clients. Leslie plans to hang around as long as Carisse will have her! 
Leslie knows the demands of business ownership and brings that special skill set to Carisse’s practice. She has owned a secretarial and a medical transcription business. 

Leslie has been happily married to her husband, Clarke, for almost 30 years. She has two grown children, Matthew 27 and Lily 26. Her heart is full when they can all get together for family dinners. Since teaching herself how to crochet in 2017, she has been learning and honing different looping techniques.