Sr. Case Manager
Kristen brings over 25 years of experience in the Life Insurance Industry. She worked for an M Financial Firm for over 20 years, where she was a member of the Firm Underwriter Momentum Group, and traveled extensively to carrier meetings all over the country. She works remote out of Rhode Island, and facilitates the underwriting process from application to delivery of the policy. She provides support to insurance specialists, speaks with clients regularly, and has excellent relationships with life insurance carriers. Her expertise include creating a positive experience for clients, and strong attention to detail.
She has one son who was recently married, and anxiously awaits grandchildren.