Our Team

Andy is a CERTIFIED FINANCIAL PLANNER™ professional. He holds a BBA degree in Finance from Texas A&M University and is a graduate of The Southern Methodist University Graduate School of Banking.

Kole Puckett is a Texas A&M Alum and got immersed in the insurance industry upon graduating in 2010. He joined Church Street Financial in January 2013 and was named the Agency Principal in 2020. Kole is a duly licensed agent...

Kimberly joined Church Street Financial Services in January of 2012. She worked in small business management for over 20 years. Kimberly’s securities registrations include Series 7, Series 63, and Series 66. She holds her

Courtney joined the team at Church Street Financial in 2015 after graduating with honors from Sam Houston State University, earning a BBA degree in Finance and Banking and Financial Institutions with a minor concentration in Accounting...

Betsy joined our team in April 2014. She is a licensed insurance agent in Property & Casualty, Life, Accident, Health, and HMO and focuses primarily in servicing Property & Casualty.  Betsy came to Church Street with 25 years of prior...

Morgan joined our team as an intern in December of 2016 and started full time in May of 2017. She is a Livingston High School Alumni and holds a Bachelor's degree in General Business with a minor in Management from Sam Houston State...

After graduating top of her class from Livingston High School, Alyssa received her Bachelor of Science degree from Texas A&M University in 2015. Alyssa joined our team in May 2019. She now works diligently as one of our Client Service...

Since August 2020, Krislyn has been an integral part of our team as a Licensed Life and Health Insurance Agent. Krislyn holds a BBA in Human Resources and Marketing from Stephen F. Austin State University, Rusche College of Business.

Angie is a licensed insurance producer holding her property and casualty and life and health license. Angie joined our team in 2024 with over 10 years of experience in the insurance industry. Angie works directly with our insurance clients

DaWanda joined Church Street Financial in September 2025 following her retirement from a 35-year career in healthcare operations. She has been a resident of Polk County for 30 years. In her spare time, she enjoys...

Holly joined our insurance team in November 2022.  Before Church Street Financial, Holly obtained her property and casualty license. Prior to insurance, Holly's background includes over 14 years of banking and customer service...

Kirbie joined Church Street Financial as an intern in the summer of 2024. Since then, she has continued working remotely while pursuing her undergraduate degree through the Mays School of Business at Texas A&M University. In addition to...