Our Team
As industry veterans, we understand the distinctive challenges, industry trends, regulations, and emerging risks our senior living clients face.
Meet the AP Senior Living Team
The AssuredPartners Senior Living team is a group of experienced professionals dedicated to serving the insurance needs of senior living facilities and organizations. Our team is fully vested in providing exceptional service and building long-term partnerships in an industry that requires specialized coverage.
As industry veterans, we understand the distinctive challenges, industry trends, regulations, and emerging risks our clients face, such as resident care, liability concerns, property protection, and regulatory compliance. As partners, we work together to navigate complex coverages, identify potential gaps, and implement risk management strategies to mitigate potential losses.
With a diverse range of skills, experiences, and perspectives, our Senior Living leadership team synergizes their expertise to navigate the ever-evolving landscape of the senior living industry, ensuring that we remain at the forefront of innovation and continue to exceed the expectations of our clients and stakeholders. Their understanding of the sector and shared vision helps guide our team and clients through the intricate landscape of insurance and risk management.
Leadership Profile
Brian specializes in helping senior living communities nationwide mitigate, eliminate, or insure their risks. With over 30 years of experience, he has the relationships, knowledge, and reputation for developing and creating insurance solutions essential for the various dynamics of the senior living industry. Brian's execution of strategic initiatives has helped AssuredPartners become one of the largest brokers for senior living in the U.S. By striving to provide the industry's best products and services to our senior living clients, he has built what today are arguably the best clinical, legal and claims handling teams in the business.
Leadership Profile
Abby serves as a liaison between AssuredPartners and carrier markets, bringing an underwriter's perspective to these interactions for the most favorable recommendations. In her role, Abby manages carrier relationships, advocates for unique coverage and product solutions, and identifies additional market potential that helps clients improve their bottom line. Abby's technical product and coverage knowledge and her experience developing innovative programs are unmatched.
Leadership Profile
Kristy leads the Senior Living Vertical Litigation and Clinical Consulting Team at AssuredPartners. Her senior living expertise comprises five years in clinical risk management, ten years as a Litigation Manager, and six years as a Claims Director supporting and resolving claims for all lines of coverage for senior living operators. Kristy managed lawsuits for senior living clients in Captives, where she maintained a winning trial history and now specializes in managing catastrophic events and media management.
Providing care and support for seniors is a great responsibility that comes with unique challenges. By prioritizing open communication, responsiveness, and proactive support, AssuredPartners Senior Living is fully vested in your organization and those that receive care from your employees. Our Claims and Clinical Team comprises professionals with years of experience in senior living, with many holding certifications such as RN, BSN, MSN, and Paralegal.
Professional Profile
Cathy is a Registered Nurse and holds a BSN, NPD-BC and RAC-CT. She has over 35 years of experience in the senior living industry serving in multiple capacities including as a Director of Nursing and Regional Clinical Consultant. Cathy is a presenter to professional organizations of educations regarding best risk management practices. She has extensive experience in clinical and environmental risk assessments, education, mentoring, adverse event mitigation, action plan assistance, mock survey including survey preparedness, consulting services, and high-risk chart reviews.
Professional Profile
Jamie began his career providing legal services for the United States Marine Corps. He then dedicated sixteen years to defending senior living operators for various defense firms. Jamie has extensive experience in case management of lawsuits, developing legal strategies and facilitating communications between client and adjusters.
Professional Profile
Kena is a certified senior litigation paralegal who acquired her experience while working for one of the largest plaintiff firms associated with senior living litigation, Morgan & Morgan. Kena now uses her knowledge of civil litigation to guide the defense for AssuredPartners' clients.
Professional Profile
Kristy D. is an RN and holds her master's degree in Healthcare Administration. Kristy has over 15 years of claims management experience with a multi-location skilled provider operating in one of the most litigious states in the country. She has participated in, and provides guidance to senior living operators related to, mediations, arbitrations, trial preparation, and settlement negotiations.
Professional Profile
Lisa is a Registered Nurse, Certified MDS Nurse Assessment Coordinator, Certified Gerontological Nurse, Infection Control Preventionist, and a Certified Director of Nursing in Long Term Care who has provided consulting services to senior living facilities across the United States. She has worked in a variety of capacities in long-term care having been a Director of Nursing, a Regional Facility Consultant, and a Corporate Quality Assurance Risk Management Nurse. Lisa has received national awards, and the Circle of Excellence award from NADONA/LTC and is considered an expert on Long Term Care issues.
Professional Profile
Peggy is a Registered Nurse and holds an MSN, BC, CEAL, WCC and QCP. She has over 31 years of experience in the senior living industry serving in multiple capacities including as a Director of Nursing, Regional Clinical Consultant and VP of Clinical Operations. Peggy has extensive experience in clinical and environmental risk assessments, education, mentoring, adverse event mitigation, survey readiness, mock surveys for both SNFs and ALFs, consulting services, and catastrophic event response.
Professional Profile
Renee is a licensed Nursing Home Administrator and is MDS certified. She is a former senior living COO who was responsible for 100 million+ in annual revenue and a staff of more than 1,600 employees in the service lines including Skilled Nursing Facilities and Assisted Living Facilities. Renee's vast experience also includes implementing organizational development changes to enable organizations to better respond and adapt to industry and market changes.
Professional Profile
Sandra has dedicated over 15 years to serving the residents and staff of various senior living operators. She has held industry positions including Nursing Home Administrator, Human Resource Director, Director of Safety Committee, Business Office Manager, Director of Business Services, and Director of Admissions and Marketing. Sandra has a proven history of assisting facilities in maintaining compliance with federal, state, and local laws and regulations.
Professional Profile
Sarah is a paralegal who joined Assured Partners after spending seventeen years working for several of the largest plaintiff firms associated with senior living litigation; Wilkes & McHugh and Circeo Fannin. Sarah is experienced in both state and federal court with extensive knowledge of the discovery process, drafting of pleadings and pre-trial motions, as well as obtaining expert testimonies.
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