KATHERINE L. MARR

Director of Client Services

Vision Financial Group

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With more than 20 years of experience in running the office as a smooth operating machine, Kathy takes pride in making customer service her number-one priority. Clients will find that she handles their service needs with a personal touch not typically found in the digital and 800-number call-center arenas.

A satisfied customer is the best business strategy of all. – Michael LeBoeuf

KISHA G. STEPHENS

Client Services Manager

Vision Financial Group

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The insurance underwriting process can be complex, so Kisha strives to provide a smooth ride for the firm’s clients. Applying more than 10 years of experience in several underwriting environments, she’s able to accelerate underwriting timelines through her proactive approach. Clients benefit from the increased clarity and realistic expectations that Kisha provides.

JESSE MAHLE, AAI®

Senior Risk Management Analyst

RWO Insurance

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Focus 

Through his work with community business leaders, Jesse has built a reputation for enthusiastically driving growth by simplifying the insurance process and providing risk management solutions that eliminate critical roadblocks and help business owners meet their goals. Jesse leads the firm’s commercial and business insurance division and serves as the liaison to its strategic partner and clearing agency, Raley, Watts, & O’Neill.   He specializes in risk management solutions for federal government contractors (CONUS and OCONUS), manufacturing operations, transportation companies, and trade contractors.

Demystifying the insurance process can eliminate critical roadblocks and enable dramatic, sustainable growth for business owners.

Background

  • Partnership for Housing Board Member
  • The Patuxent Partnership
  • Southern MD Navy Alliance
  • Chesapeake Regional Tech Council
  • Associated Builders & Contractors

Affiliations

  • Accredited Advisor in Insurance (AAI®)
  • B.A., Duquesne University

KIM FROSIO

Group Benefits Specialist

RWO Insurance

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Focus 

As an experienced life and health insurance professional, Kim’s main focus is helping organizations establish and maintain group benefits programs that include medical, dental, vision, group life and group disability policies. Kim is also appointed with carriers in the individual market, both Off-Exchange and On-Exchange as an authorized producer with Maryland Health Connections. By staying educated on the latest changes and trends in the health care industry, Kim is able to help clients explore a range of available options and provide recommendations based on specific needs and goals.

Desire is the key to motivation, but it’s the determination and commitment to an unrelenting pursuit of your goal – a commitment to excellence – that will enable you to attain the success you seek.

Background

  • B.S., West Virginia University

JON M. KLASS, CBC

Group Benefits Consultant

Fixed insurance products and services offered through CES Insurance Agency or Vision Financial Group. Group Benefits and Commercial Insurance provided by Raley, Watts & O’Neill (RWO) Insurance. Vision Financial Group, RWO Insurance, CES Insurance Agency, and Commonwealth Financial Network are separate and unrelated entities.