Insurance Operations Associate

    Kristen Sowards
    Favorite candy: Pineapple Lifesavers

    Kristen has been a member of the Telemus team since 2014. As an Insurance Operations Associate, Kristen leverages her experience to support our Insurance division. She prepares proposals, contracts, and performance reports, while also analyzing plan options for our current and prospective clients based on their financial life goals.


    Kristen's background as a former Independent Insurance Agent brings a unique perspective to her role. She understands the importance of insurance and is passionate about helping clients find the right coverage.


    Outside of work, Kristen and her husband enjoy spending quality time together. They love gardening, bike riding, and keeping up with their active granddaughter.

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    Through a deep and thoughtful exploration process with a unique team of experts, we help you define what finacial and personal achievement means.

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