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.
Citlali Reyes Castro
Citlali brings over 19 years of managerial experience in real estate and the health insurance industry. She currently oversees both Medicare and ACA lines of business in the competitive Florida marketplace. Citlali enjoys spending time with her children and dancing, which is one of her greatest passions.
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.
VP of Business Development
Nathan has 21+ years in the insurance industry. “As Senior Healthcare Specialists, we work in the best niche of the insurance industry! I love helping self-employed business-owner agents create amazing profitable businesses”, Nathan said. He loves cars, off-road exploring, photography, hiking, mountain biking, or anything else his family can do together.
Director of Research and Analytics
Ebony has been leveraging data to support Medicare growth for carriers since 2006. She has remained committed to Medicare because it plays a key role in closing the gap in access to care and improving the health outcomes for those that are reached. Ebony is a professional taxi driver for her two kids. She also enjoys purchasing fancy power tools with intention of one day building things.
Summer has 10+ years in the insurance industry. Summer enjoys reading daily. In her free time, she additionally enjoys decorating cookies and other sweet treats for her husband and four children.
Melissa has 15+ years of experience in the insurance industry. She spent 12+ years as a Compliance CRM and Data Owner with responsibilities including project management and business analytics. Melissa enjoys spending time with her dog and finding peaceful places around town to walk and spot birds. She is happiest sitting at the piano or in front of a good set of speakers listening to something wonderful.
Brokerage Business Consultant
Tiffany has 15+ years of experience in the insurance industry. She spent 6+ years in various roles including ACA Broker Supervisor. Tiffany enjoys spending her free time with her two dogs, a German Shepherd named Murphy and a Border Collie named Mac. She attempts to go kayaking or hiking as much as possible, plus camping when the time permits.
Broker Onboarding Specialist
Becca has been in the Medicare Insurance Industry for the last 9 years and is also a Licensed Medicare Agent. She also brings 15+ years of experience in Healthcare Administration. Becca is always willing to learn new things and provide a helping hand whenever it is needed.
Director of Finance
Joe has 15+ years in the Accounting/Finance industry. He spent 13 years at Humana working in Corporate Accounting and various Financial Analytics roles. Joe also brings a unique skill set in Data Analytics/Automation and SQL programing.
VP of Business Development
Leigh Caldwell comes to Plan Advisors with 23 years in the industry, 20 of those in Medicare and close to 10 in ACA. She spent her career working for Humana, Aetna, and most recently, Bright Healthcare as the VP of Sales, encompassing both MA and ACA. Leigh resides in West Palm Beach, where her husband and two children are also in the industry.
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.