The Client Services team at Saybrus Partners is dedicated to providing exceptional support to financial professionals by managing insurance and annuity cases from initiation to completion. This team ensures seamless communication between clients and carriers, delivers timely solutions for complex cases, and assists in navigating the intricacies of income, estate, and business planning while addressing client needs and uncertainties. Their expertise fosters strong relationships and enhances the overall client experience for partner firms.
Abby McInerney
Case Manager
Andrea Ceglia
Senior Case Manager
Catherine Folker
Senior Case Manager
Erin Howard
Senior Case Manager
Flmi Kristina Clawso...
Case Manager
Jeanne Kasler
Senior Case Manager
Mary B.
Case Manager
Narguisse Tarzi
Case Manager
Patty Compton
Case Manager
Shanna Buchholz
Sr Life Case Manager
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