Meet Your Team
Our ultimate goal is to support and empower you to develop a successful, meaningful career in the Medicare industry. We have the experience and tools to help you achieve just that. Consider this team an extension of your own business, whether you’re an independent broker or an agency leader.
We're your go-to team whenever you need... Getting contracted with a carrier, Sales support, A new carrier contract, Technology solutions, Help solving a claims issue, Compliance review, Creative marketing, Help with onboarding
VP of Operations and Compliance Officer
Karen has 25+ years in senior leadership positions with various Fortune 100 companies including Allstate, MetLife, and Humana. Her background is in strategic planning, reporting and analysis, and operational process improvement. She is also a licensed insurance professional, bringing a unique perspective to operational management. Karen is a huge dog lover, loves the outdoors, and volunteers at the local ASPCA.
Brokerage Business Consultant
For nearly 15 years, Matt has been in the insurance and financial services industry, including 3 years as a health insurance agent specializing in Medicare product sales. Prior, Matt proudly served our country as an officer in the US Navy and earned an MBA from the University of Florida (Go Gators!). He is also part-owner of a restaurant founded by his family 7 years ago. Matt enjoys helping people grow their businesses. He also enjoys CrossFit, beach volleyball, and all things football-related. He has also done mission work in Mexico, Costa Rica, and Haiti as well as his local community.
Broker/Agency Services Manager
Fawniesha has 10+ years of experience in sales support, all in the health insurance industry. Her attention to detail, ability to multi-task and customer-centric approach are evident in everything she does. Fawniesha enjoys spending time with her family and friends, CrossFit training, and all-things-outdoors with her son, including going to the beach and Disney theme parks, which are right in her backyard!
Broker/Agency Services Consultant
Valerie brings a wealth of experience to our team having spent her entire career serving people. Her motto is “never stop learning and growing.” She spent 30 years in the real estate industry in New York and Florida, and more recently growing and selling palm trees on her 22-acre farm. She knows what it takes to satisfy her customers. She enjoys movies, country music, watching the cows eat the grass, feeding the birds, and enjoying her family, especially her 5 grandchildren.
Senior Agency Consultant
Jennifer has 25+ years in the insurance and financial services and accounting industries in various staff and leadership positions. As a former Property & Casualty agency owner, she brings experience with similar issues that you face in your agencies today. She sings in a rock band and church praise band, spends time with family and friends in Vermont whenever she can, and enjoy all sports – especially her beloved NY Yankees.
Marketing Technology Specialist
With a background in marketing, Josh brings to our team an enthusiasm and dedication to helping brokers utilize digital technology to their business advantage. When he’s not working one-on-one with brokers, you can find Josh building websites and leading marketing initiatives for the brokers who utilize our Monthly Marketing Subscription. Outside of work, you’ll find Josh watching a movie, hanging out with friends in downtown Louisville, or out in nature!
Digital Marketing Specialist, The Marketing Squad
Kevin has spent 15+ years in communication and marketing within organizations both large and small. His passion for telling stories and building strategic campaigns is the reason he is our go-to Marketing Specialist for supporting our brokers. When he’s not working you’ll find him spending time with his wife and 3 boys or coaching youth soccer.
We promise to be…
Worthy of your trust.
Not only quick to
respond but with quality.
Because only the “know” can be improved.
Finding better ways to solve problems for you.
In all that we do.