Casey Karlsen is a Senior Manager at Sorren Inc. Casey works with clients across a wide range of industries, including construction, manufacturing, long-term care, professional services, restaurants, auto dealerships, dental, and retail. He primarily supports companies with revenues between $1 million and $100 million, helping owners understand and plan for the value of their businesses.
Casey’s passion for business ownership began early and grew through his own entrepreneurial experience. He admires the courage it takes to run a successful business and values learning from his clients. One example of this partnership involved helping a grocery store owner plan a transition that balanced retirement goals with preparing the next generation for leadership. Today, he focuses on guiding clients through the upcoming generational wealth transfer with clarity and confidence.
Education:
MBA, George Fox University
Bachelor of Arts in Business Administration, Focus in Finance, Washington State University – College of Business and Economics
Professional Designations / Civic Associations:
CFA (Chartered Financial Analyst, CFA Institute)
ASA (Accredited Senior Appraiser, American Society of Appraisers)
Board Member, Pine Tree Society
Past Trustee, First Parish Congregational Church of Pownal
Past Committee Member, Town of Pownal Budget Committee
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