The Case Management Team

Senior Case Manager - Life and Annuities.

I come from Dix Hills, NY where I lived with my mom, dad, and older brother until I was 18. Since then we’ve all been in Boca Raton, Florida.

My proudest accomplishment are my two children Emily and Jaxson.

If my command center is clear, emails are at zero, and all calls are returned, I am good to go.

My Grandma Rose because she was the most loving, caring, sweetest person and I miss her every day

Disney Cruise, RV trip from coast to coast (Atlantic Ocean to the Pacific Ocean), eat at one of Gordon Ramsey’s restaurants.

Star by Bryan Adams

Senior Case Manager

I live in Villa Rica, Georgia a city outside Atlanta. I have been married to my high school sweetheart for 27 years. We have 2 children and 2 fur babies. My daughter is a registered nurse and my son is a Senior in high school.

My children.

If I have completed everything on my “to do” list.

My brother. I would love to talk to him and give him a big hug.

1.Taking a Cooking Class 2.Travel to Bora Bora 3. Learn to Knit

Sweet Home Alabama

My title is Case Manager and my primary responsibility is to monitor and handle the policy and all requirements during the underwriting process.

I'm from Long Beach, CA and I am the youngest out of all my siblings.

My kids. Everything that I strive to be is because of them.

At the end of my workday, I measure my success by the amount of effort and attention I gave to completing my daily tasks.

Tupac Shakur - I chose Tupac because I believe he was a intelligent human being and his ultimate goal was bringing people of all races together, so I would want to just pick his brain in regards to the mentality that is needed to make a real change in our society.

1. Sit courtside next to Jack Nicholson at the Staples Center for a Lakers game.

2. Visit Africa and China

3. Go Sky Diving for my 50th Birthday

“You Can Do It Too” by Pharrell Williams

Case Manager.  Helping Senior Case Managers handle their workload, customer service and helping where needed.  Learning.

I am from Haughton, LA, but currently reside in Stonewall, LA; and I have been married to my husband, Ed Williams, for 10 years.  Together we have 4 children, DeAnna, Presley, Neil and Kasie. We have 4 grandchildren, Dixie, Devon, Maddox and October.

Raising smart, independent children who are becoming successful adults!

If I helped solve problems and made someone else’s day easier

I could choose all manner of important people, but selfishly, it would be my mother because she was taken way too early and there were so many things left unsaid.

1. Buy a farm. 2. Visit Montana 3. Sing with all 3 of my children on stage together.

I Did It My Way!

Life Case Manager - to assist agents with up to date information regarding all pending new business.

I grew up in Dix Hill, NY with my parents and two older brothers. I now call Hyde Park, NY home, where my husband and I are raising our four children.

My proudest accomplishment is a work in progress. I find my job as a mom to be the most rewarding and yet most difficult at the same time. My hope is that all of my children grow to be happy, productive members of society, with service-minded hearts.

My workday has been a success if I have done my best, with a smile on my face and if I have helped others smile as well.

I would love to have a cup of coffee with my junior high chorus teacher. Her life ended too soon and we never got the chance to go have that cup of coffee and catch up.

1. RVing across the country with my family (and friends).

2. Visiting Germany and Italy with my kids, so they can see where many of their ancestors came from.

3. Take my kids to swim with the dolphins.

"Fight Song" - Rachel Platten

Case Manager (I think - LOL)!

I was born and raised in Worcester, MA and I am a die-hard Red Sox and Patriots fan! I moved to Parkland, FL (where my husband was born and raised) in 2002 where I live with my husband and son. I also had a beautiful daughter who passed away in January 2020 of brain cancer at the age of 13 - who will be forever in our hearts. Living in Florida makes it fun to do year-round activities our family enjoys such as going to the beach, playing golf (well not me - I’m terrible), and enjoying the outdoors. My son is a sophomore in high school and is on the golf and lacrosse teams, so that keeps us pretty busy! He is also an avid drummer and guitarist and enjoys playing in a band! We have one dog named Molly - she is a lemon beagle.

My proudest accomplishment is being a mom!

To measure if my workday has been a success, I look at what I accomplished on my to do list, who I helped throughout the day, and make sure I learned at least one new thing! If my To Do list is shorter than my To-DONE list, if I’ve helped others while doing my job, and if I’ve learned at least one new thing, it’s been a successful day!

If I could meet any one person at Starbucks for coffee it would be my daughter. I want to make sure that she is okay and that she is happy!

1. Go back to Bora Bora

2. Build a dream retirement cabin in the mountains

3. Help advocate for and raise funds to find a cure for childhood cancer

"Whatever It Takes" - Imagine Dragons

I live in sunny south Florida. I have a husband who I have been with for 20+ years and a dog named Lily! My husband and I LOVE to sing at karaoke (although I don't sing well LOL) and use our brains during trivia nights! My previous occupation was an elementary school teacher. I taught grades K-3 for the last 14 years. Talk about an adventure! I am also a designer for Origami Owl, a locket that tells your story!

Living life to the fullest!

Exhausting, but rewarding!

Jon Bon Jovi! My first concert was back in the mid 90s with my mom. We had a blast! My mom passed away in ‘04 and since then I try to go to all of his concerts anywhere in Florida. I have gone to at least 7-8 concerts and I always imagine my mom sitting next to me.

1. Meet Jon Bon Jovi

2. Become Team Manager (or higher!) with Origami Owl

3. Travel to different places

"Jessica" - The Allman Brothers Band, OR anything from JBJ.