Team

We're a team of responsive experts with decades of experience building a sophisticated technology backbone to tailor the best possible insurance solutions.

Brian K. Carroll, CLU, CPCU
CEO

508-770-0214

With 35 years in the insurance industry, Brian's mission is to help customers acheive their goals by connecting them with sound strategies and competitive products. Simplifying this matching process enables his customers to understand financial solutions and make informed decisions.

Designations and Degrees

  • BS from Boston College
  • MBA from the University of Pennsylvania Wharton, School of Business
  • Chartered Life Underwriter (CLU)
  • Chartered Property and Casualty Underwriter (CPCU)

Interests

  • Family time
  • Brendan's Buddies, an organization focused on raising money for the UMASS Memorial Hospital's Neonatal Intensive Care Unit (NICU).
  • Staying active; Brian has completed 8 Ironmans and 70 marathons.

Lisa M. Carroll, MS, MPH., RN
President, SBSB

508-770-0195

With over 30 years in health industry, Lisa Carroll is a registered nurse and involved in a broad range of health care issues including: implementation of health reform, financing of care, quality improvement, health promotion, and disease prevention within the community.

Designations and Degrees

  • BS from Saint Anslem College
  • MS from Boston University

Interests

  • Volunteering on boards which promote health and wellness in the community
  • Boating, reading, and yoga

Brad G. Watts
CFO

508-770-0236

Brad has worked for over 30 years in various FP&A and Accounting roles in the insurance industry. Working with the company’s sales and management staffs, Brad strives to keep resources focused on the most productive products and strategies.

Designations and Degrees

  • BSE from Duke University
  • MBA from the University of Pennsylvania's Wharton School of Business

Interests

  • Staying active, exercising and playing golf
  • Family time, spending quality time with extended family

Richard C. Nolin
Vice President of Business Development

508-770-0228

With over 20 years of experience in the insurance and financial services industry, Rich’s mission is to help advisers grow their business by identifying solutions that help them achieve their client’s goals. Whether the focus is on product development, product matching, or technology solutions, Rich is focused on helping advisers across the country.

Designations and Degrees

  • BS from Nichols College
  • MBA from Worcester Polytechnic Institute
  • Investment Advisor Representative

Interests

  • Spending time with his family
  • Teaching soccer and basketball
  • Working on his golf game

David J. Parent, PMP
Senior Director of Health Operations

508-770-0271

David uses his 10+ years of project management experience in the insurance industry to usher each new relationship smoothly through the implementation process from beginning to end, maximizing efficiencies and ensuring success.

Designations and Degrees

  • BS from Umass Lowell
  • Project Management Professional (PMP)

Interests

  • Spending time with his 2 children
  • David helps organize Wiff Out NF, an annual Wiffle Ball Tournament created to raise money for the cutting-edge NF1 research being conducted at UMass Medical School.
  • Playing a wide variety of sports; skiing, basketball, baseball, golf, and even adult kickball.

Tabitha J. Lumpkins, PMP, CSM
Vice President, Systems Development

508-770-0359

With over 19 years of business and technical experience, Tabitha is dedicated to developing high quality customer focused technical solutions that enable customers to remain innovative in an ever-changing competitive environment.

Designations and Degrees

  • MS from Boston University
  • Project Management Professional (PMP)
  • Certified Scrum Master (CSM)

Interests

  • Creating lasting memories with family
  • Health and Fitness; good eating, long runs, yoga, and chocolate

Amy S. Gunderson
Vice President Wealth Division

763-852-0868

With over 20 years of leadership experience in the financial services industry, Amy leads Sterling Bridge’s Life Insurance Business Operations.  Amy has oversight of new business, underwriting, case management, case design, and broker services.

Designations and Degrees

  • BS from Cardinal Stritch University

Interests

  • Family Time
  • Volunteer for Iowa Weimaraner Rescue, fostering rescued Weimaraner’s in her home until they find their forever home

38 Austin Street

Worcester, MA 01609-2420


508-795-0635

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