Team

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.

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.

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.

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.

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.

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.