Click the department below to meet our team of experts
Our Back Office Dream Team

Denise Wolverson
Office Manager and Human Resources

Jill Robinson
Licensing Coordinator

Simplifying complex Insurance decisions
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.
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.
HTA Financial Services does not offer tax or legal advice. Please seek specific advice regarding legal and tax matters from qualified advisors. Marketing Ideas and Trainings are made available to you for sales assistance.
Fax: 610-430-6652