347 N. Pottstown Pike, Suite 200 | Exton, PA 19341

Meet Our Team

of Retirement Healthcare Experts

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 Solutions.  We provide a comfortable learning environment absent of sales pressureAll of our Specialists and Phone Support Team Members are salaried/hourly employees rather than sales commission based, so you will get the same great service regardless of if you need to purchase a plan.
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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.

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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.

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Kathy Bretzel

Director of Business Development 
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Denise Wolverson

Office Manager
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Anya Phillips

Client Services Representative
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Brenda Rich

Client Services Representative
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Kimberly Russo

Vice President of Licensing
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Brian McDevitt

Brokerage and Logistics Coordinator
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Jameson Weaver

Brokerage and Logistics Coordinator
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Nadia Barry

New Business Support
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Stacy Watterson

New Business Support
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Renee Toto

New Business Support

Advisor Services Division

HTA  has a dedicated staff to quickly and accurately provide quotes and/or statuses to our network of Independent Advisors.  Our team members are professional, knowledgeable, friendly, and make your HTA experiences truly rewarding.

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 Solutions