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.

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 2019

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 
Denise 2019

Denise Wolverson

Office Manager

Kimberly Russo

Vice President of Licensing

Jameson Weaver

Brokerage & Logistics Coordinator

Anya Phillips

Client Services Representative
Brenda- 2019

Brenda Rich

Client & Employer Services Representative

Joan Miles

Client Services Representative

Adam Bozarth

Advisor Services Representative
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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

HTA  has a dedicated staff to quickly and accurately provide training, marketing tools, quotes, statuses and supplies to our network of Independent Advisors.

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.