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

Meet Our Team


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


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Property & Casualty

Businessman and Insurance concept with Wooden Blocks

Our Back Office Dream Team

Denise 2019

Denise Wolverson

Office Manager and Human Resources

Jill Robinson

Licensing Coordinator

Kimberly Russo

Licensing Coordinator