of Retirement Healthcare Experts
Tracy Russo, CLTC
President & CEO
With an extensive career in insurance, Tracy brings an educated and enthusiastic perspective to solving the needs of retirement healthcare. She began her career at HTA in 1998, where she worked managing and recruiting agents in the world of health insurance. Throughout the years, she has grown to become a nationally recognized specialist and advocate for both Medicare and Long-Term Care education.
Nicole Kennedy, CLTC
Director of Relationship Management
Nicole has over 7 years of experience working in the insurance industry as a specialist in both Long-Term Care and Medicare products. Her knowledge and expertise has helped hundreds of agents and financial advisors in finding the best solution for their client’s needs.
Kathy Bretzel
Director of Business Development
Denise Wolverson
Office Manager
Kimberly Russo
Vice President of Licensing
Jameson Weaver
Brokerage & Logistics Coordinator
Anya Phillips
Client Services Representative
Brenda Rich
Client & Employer Services Representative
Joan Miles
Client Services Representative
Adam Bozarth
Advisor Services Representative
Renee Toto
Licensing & New Business Coordinator
Jill Robinson
Licensing & New Business Coordinator
Nadia Barry
New Business Coordinator
Stacy Watterson
New Business Coordinator
Advisor Services Division
Employer Services Division
Our Employer Services Team is available to work directly with Employers and Human Resources to answer your toughest Medicare questions. Please call or email us any time. We can provide quality, accurate answers and draft a written response that you can forward to an employee if needed.
Client Services Division
Our Client Services Reps are available to help educate and provide guidance to consumers regarding Medicare Insurance, Long Term Care Planning and other Retirement Healthcare concerns. Call in to schedule a no cost phone consultation.
