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

Meet Our Team

Tracy-2019

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 Operations

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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Click the department below to meet our team of experts

Medicare

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Property & Casualty

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Our Back Office Dream Team

Denise 2019

Denise Wolverson

Office Manager and Human Resources
Jill

Jill Robinson

Licensing Coordinator
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Kimberly Russo

Licensing Coordinator