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

Meet Our Team

of Retirement Healthcare Experts


Tracy Russo-Keesey, 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 Client Services

Nicole has over 10 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 client’s needs.

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Kathy Bretzel

Director of Business Development 

With a background in Account Management and relationship building, Kathleen brings a wealth of knowledge and professionalism to HTA.  Collaborating with Group Health Agents and their Employer Groups, she offers an expert approach in offering Medicare education and assistance to their employees.  Her passion for assisting those looking to partner regarding HTA’s Medicare Services is evident to anyone who is seeking this important and necessary, “value-added product” offering.

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Denise 2019

Denise Wolverson

Office & Human Resources Manager
Brenda- 2019

Brenda Rich

Client & Employer Services Representative

Brenda Rich’s extensive business training and development experience plus a keen understanding of the Medicare business, makes her a natural fit as a member of the HTA Medicare Specialist team.   Her talents are utilized as a key specialist in presenting and training to Financial Advisors, Employee Groups and Human Resource professionals. She has helped countless individuals identify Medicare products that most fit their needs.

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Joan Miles

Client & Employer Services Representative

Joan Miles started her career at HTA in 2018 and provides a positive, easy to follow perspective to your Medicare transition.  She has an extensive background in education and brings those talents to individual clients as well as to our employer group presentations.

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Anya Phillips

Client Services Representative
Paul (2)

Paul Bunn

Client Services Representative

Thomas Rie

Client Services Representative

Bert Neikirk

Client Services Representative

Michelle Zuspan

Client Services Representative

Courtney Reimold

Client Services Representative

Donald Robinson

Policyholder Services Manager

David Schaefer

Policyholder Services Representative

Adam Bozarth

Policyholder Services Representative

Stacy Watterson

Policyholder Services Representative

Laura Shur

Policyholder Services Representative
Debbie Pic (2)

Debbie Wright

Policyholder Services Representative
Caity (2)

Caity Collins

Policyholder Services Representative

Jameson Weaver

Licensing Coordinator

Jill Robinson

Licensing Coordinator

Kimberly Russo

Licensing 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.