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-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 their 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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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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Our Talented Client Services Team


Anya Phillips

Client Services Manager

Thomas Rie

Paul (2)

Paul Bunn


Michelle Zuspan


Bert Neikirk


Fred Seely


Sharon Stevenson


Eric Davis

Our Helpful Policyholder Services Team


Donald Robinson

Policyholder Services Manager

Stacy Watterson


Adam Bozarth


Laura Shur


Debbie Wright


David Schaefer


Heather Cameron


Russell Lupton


Kenneth Seewald


Cindy Petro

Our Back Office Dream Team

Denise 2019

Denise Wolverson

Office Manager and Human Resources

Jill Robinson

Licensing Coordinator

Kimberly Russo

Licensing Coordinator

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.