Our Team

 

Kris

Kris is an alumnus of Whitman College. She graduated in 1986 with a Bachelor of Arts degree. In addition, she holds CLU and ChFC designations from the American College in Bryn Mawr, Pennsylvania. She has won the respect of her clients and her peers because of her ability to work through complex issues to clear and rational solutions. Kris has been with New York Life Insurance Co. since 1988. Her primary focus is on retirement planning, wealth accumulation and family protection planning. She is a consistent Million Dollar Round Table* qualifying member and New York Life Council member. A past recipient of the National Sales Achievement Award and the National Quality Award, Kris has been actively involved in her local office mentoring new financial services representatives.


Kris is an avid hiker, runner, and swimmer. She and her husband Pat have been married since 1990 and are active with their teenage son Bryce as well as their church.

 

*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

 


Keiry

Office Assistant

Keiry graduated from Cascadia Community College and received her Associates in General Studies in 2010. She joined our staff in November of 2016 and had previously worked for State Farm as a personal line service representative. She manages all of our new business processing as well as assists in managing our calendar and appointments.

She lives in Duvall and enjoys reading and spending time with her family in her free time.

 


Ofeliya

Service Assistant

Ofeliya graduated with a degree in Geology Engineering from the Engineering University of Baku, Former Soviet Union. She is responsible for all service needs of our clients. In addition, she makes sure that all of our clients are contacted for annual review.

 


Karuna

Agent Assistant

Karuna graduated from Lake Washington Technical College with a degree in Funeral Service Education. She previously worked for a local funeral home in Bellevue as a funeral director. She is responsible for working with clients, and ensuring all details related to client meetings are completed and ready.

She enjoys exploring the outdoors on her free time.