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 our team in January of 2012. She has worked in small business management for over 20 years.
Kimberly’s securities registrations include Series 7, Series 63, Series 66 and a Chartered Retirement Plans Specialist
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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...

Linda is a lifetime resident of Livingston. After graduating from Livingston High School, she attended Sam Houston State University. She is an active member in the community and First United Methodist Church. She has...

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...

With 16 years of prior Human Resources and Insurance experience, Veronica joined our team in November of 2016. Here at Church Street Financial she is one of our leading licensed insurance agents. Veronica is licensed in Health, Life...

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. She then went on to become a stay at home mom to her two children until she joined our team...

Kelsey completed a year-long internship at Church Street while finalizing her BBA in Finance at Stephen F. Austin State University. She joined full time in May 2020. She has a Series 7 and Series 66 licenses...

Krislyn joined our team in August of 2020 as a License Life and Health Insurance Agent after working in human resources in the healthcare setting for two years.  Krislyn holds a BBA in Human Resources and Marketing from Stephen F. Austin...

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...

Annie is a Texas A&M Univiersity Junior studying Finance through the Mays School of Business. During her time at Texas A&M, Annie has been an active member in multiple student organizations including the Aggie Accounting...