Kathy Phipps
Vice President, Senior Account Manager

Kathy and Sheri have worked together as a team since the 1990’s while both were with a large national broker.  She has 30+ years of experience in the Professional Liability field.  She is responsible for managing individually underwritten accounts, programs and group plans for Life and P&C agents, small to large Broker-Dealers, Registered Investment Advisors, M&A Firms, Investment Bankers and more.

Kathy holds a CISR Designation and the CPSR Designation (Certified Insurance Service Representative and Certified Professional Service Representative).