Client Service Team

Stephanie A. Timmons

Stephanie A. Timmons is a 1987 graduate of University of Massachusetts, Amherst with a BA in Finance/Business Administration. Upon graduating, Stephanie began a successful career selling personal computers to corporations and quickly became one of the top national sales people. Stephanie then went into business for herself and launched a thriving bookkeeping practice for over ten years. She holds a Certificate of Special Needs Educational Advocacy through The Federation of Children with Special Needs. She is the mother of three children, one of whom has a significant developmental disability. She has been employed at Appel Insurance Advisors and its predecessor since 2005. Her duties include coordinating the underwriting and marketing for Life, Disability Income, and Long Term Care insurance policies and assisting families that include a member with special needs.

 

Kathleen G. Bombara

Kathleen G. Bombara is a graduate of Dedham High School. Upon graduation, Kathy began a successful career in the banking industry as an Assistant Vice President, managing operations of Individual Retirement Accounts and Certificates of Deposit. She is the mother of two children and has been employed at Appel Insurance Advisors and its predecessor since 2006. Her duties include all aspects of office management; as well preparation for all client meetings and managing the entire client process. She also coordinates client services for all our individual and corporate clients.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck