Tiffany Stone

Tiffany StoneTiffany Stone joined KBM Consulting in 2021 as an Underwriting and Case Manager Consultant. She has over 11 years of experience in the financial services industry and has spent the last 7 years working for an M Financial Group firm. Tiffany has a diverse background given her extensive experience in underwriting and client services but also wealth management. Her knowledge on the wealth management side is very helpful to KBM’s clientele in the event they require assistance with setting up new accounts and client paperwork. Her ability to understand a variety of areas in the industry is extremely an asset to KBM.

As an Underwriting Consultant for KBM, Tiffany will handle and process applications for life, disability, and long-term care insurance. She will serve as a liaison between KBM’s clientele and the carriers to negotiate and strategically place cases. During Tiffany’s career, she was employed by Northwestern Mutual Life, Knox Capital Group and CAPTRUST in underwriting, case management and customer service. Tiffany holds her insurance license in life, health, and disability.

Tiffany and her husband have been foster and adoptive parents. They are currently working on obtaining licensure in their new home state of North Carolina. In her free time, Tiffany enjoys painting, reading, snuggling her dogs and serving her community.