HTA Insurance Services in Exton, Pa., is the newest member of Renaissance Alliance, the premier network for independent insurance agencies. Founded in 1982, HTA Insurance Services has expanded rapidly under the direction of President Tracy Keesey, going from eight to 30 employees in six years. HTA sold its wholesale division in 2021 to focus on […]
On June 14, 2023, HTA Insurance Services celebrated the official opening of its new Property and Casualty division with a Ribbon Cutting Ceremony facilitated by the Exton Region Chamber of Commerce. It was a beautiful event attended by many other local business owners, HTA employees, friends, and clients. HTA recently acquired Coatesville based DiMatteo Insurance […]
In 2022, Tracy was the featured cover story in CIO Views Edition of Top 10 Most Inspiring People in Insurance for 2022.
HTA enjoyed a beautiful evening with friends, family, and clients of the DiMatteo agency. The event provided everyone the chance to mingle and get to know one another as the HTA acquisition of the DiMatteo agency takes place. “We wanted to provide an event that allowed current DiMatteo clients to visit our office and meet […]
HTA, owned and operated by Tracy Keesey, has been serving the Medicare industry for over 25 years and is now excited to expand its reach of services adding Property and Casualty to its offerings by acquiring the The DiMatteo Agency, Inc. The two companies have been instrumental in providing education and guidance to their clients […]
HTA Financial Services’ (HTA) wholesale Medicare business has merged with Ritter Insurance Marketing. Ritter will assume management of HTA’s wholesale Medicare business.Tracy Russo, CEO of HTA, was looking for a partner like Ritter, who could benefit her team of independent agents as she transitions to direct to consumer sales.“We know that every one of our […]
New President, New Office, and New Charitable ProgramExton, PADecember 29. 2016On the 10 year anniversary of Tracy Russo, CLTC, becoming an Equity Partner at HTA Financial Services, the company has announced the promotion of Tracy to President and Owner. Concurrently, the company announced the retirement of Harry & Debora Tashjian, the founding Partners of HTA […]