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


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)


  • 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


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


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

Brad G. Watts


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


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

Richard C. Nolin
Vice President of Business Development


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


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

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


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)


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

Amy S. Gunderson
Vice President Wealth Division


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


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

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Worcester, MA 01609-2420

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