Gwen Bundy
Advanced Case Manager

Gwen Bundy brings more than 30 years of deep expertise in life insurance operations to her role at Crescent Wealth, with over 25 years dedicated specifically to new business and underwriting. Known for her attention to detail and client advocacy, Gwen has supported high-net-worth clients through every stage of the insurance process, from application to policy delivery, ensuring a seamless and thoughtful experience.