MEET OUR TEAM
Charles grew up in Charleston attending Charleston Day School and Porter-Gaud. After a decade working for Fortune 500 Corporations, Charles started Crescent Insurance Advisers in 2010. He empathized with the struggles that both coastal property and business owners endure in seeking proper insurance and saw an opportunity to start a business focused on educating customers about the industry and how it can work for them. Integrity, trustworthiness, and a drive to constantly improve are traits that are central to Charles’ views in life and business. His focus is on the client’s best interest for now and the future.
Charles is a member of the SC Maritime Association, The Propeller Club of Charleston, the Independent Insurance Agents & Brokers of South Carolina, the Independent Insurance Agents and Brokers of Greater Charleston, and served as President of the Porter-Gaud Alumni Association Board.
Growing up in Greenville, SC, Daniel's early life revolved around family, friends, sports and academics. This led him to Auburn University and then The College of Charleston where he graduated in 2007 with degrees in Business Administration and Economics.
Daniel's entrepreneurial spirit led him to collaborate with his older brother in establishing a small business in Charleston's flourishing hospitality industry, and in 2008, Coastal Valet was founded. The business grew to serve over 25 restaurants, 6 hotels, and with up to 100 employees across the Carolinas. After 13 years of hard work, they sold the business, marking a significant chapter in Daniel’s career.
In 2022, Daniel brought his wealth of experience to Crescent Insurance Advisers where he found his passion for Insurance, cherishing the daily opportunity to meet new people and guide them through the process of securing personal and business insurance. His focus is on fostering lasting relationships with clients, offering a holistic approach to meeting their insurance needs for many years to come.
Boasting over 15 years of invaluable experience in the insurance industry, Kristie's professional journey reflects a dynamic evolution, beginning from her roots in customer service and underwriting to her current pivotal role managing a portfolio of Personal and Commercial accounts at Crescent Insurance Advisers. Her comprehensive understanding of the industry's intricacies enables her to provide tailored solutions and exceptional service to her clients.
Notably, Kristie holds a leadership position within the Independent Insurance Agents & Brokers of Greater Charleston, where her contributions help shape industry practices and foster collaborative relationships. Her commitment to community impact extends through her involvement in the Junior League of Charleston, channeling her passion into meaningful initiatives that positively impact the lives of others.
Beyond her professional commitments, Kristie finds solace and joy in her personal pursuits. Whether exploring the outdoors with her faithful companion, Chewie, or expressing her love for dance at West Ashley's vibrant Dance Lab Studio, she embraces life with enthusiasm and a dedication to balanced living. Her dynamic approach, blending professional prowess with community engagement and personal passions, defines her ethos both in and out of the office.