At Plan Advisors, our focus is on your business, partnering with you for success. We leverage our knowledge, expertise, and brand to provide you with the support you need to grow your business. Whether it’s agent onboarding, marketing initiatives, or preferred vendor pricing on lead generation and technology tools, we want you to think of Plan Advisors first!
By Phone: 502-228-1308
By Fax: 502-470-5746
By email: firstname.lastname@example.org
The onboarding and support team is comprised of individuals with more than 30 years of experience in the Medicare business – as both independent brokers and leaders within the organization of large national carriers. These folks have the knowledge and expertise to help you with any of your Medicare questions, issues, or needs.
Karen has 25+ years in senior leadership positions with various Fortune 100 companies including Allstate, MetLife and Humana. Her background is in strategic planning, reporting & analysis and operational process improvement. She is also a licensed insurance professional, bringing a unique perspective to operational management. Karen is a huge dog lover, loves the outdoors and volunteers at the local ASPCA.
For nearly 15 years, Matt has been in the insurance and financial services industry, including 3 years as a health insurance agent specializing in Medicare product sales. Prior to that, Matt proudly served our country as an officer in the US Navy, and earned an MBA from the University of Florida (Go Gators!). He is also part owner in a restaurant founded by his family 7 years ago. Matt enjoys helping people grow their businesses. He also enjoys CrossFit, beach volleyball, and all things football related, and has done mission work in Mexico, Costa Rica, and Haiti as well as his local community.
Fawniesha has 10+ years of experience in sales support, all in the Health Insurance industry. Her attention to detail, ability to multi-task and customer-centric approach are evident in everything she does. Fawniesha enjoys spending time with her family and friends, CrossFit training and all-things-outdoors with her son, such as, the beach and Disney theme-parks, which are right in her backyard!
Valerie brings a wealth of experience to our team, having spent her entire career serving people. Her motto is “never stop learning and growing”. She spent 30 years in the Real Estate industry in New York and Florida, more recently growing and selling palm trees on her 22 acre farm. She knows what it takes to satisfy her customers. She enjoys movies, country music, watching the cows eat the grass, feeding the birds, and enjoying her family, especially her 5 grandchildren
Jennifer has 25+ years in the insurance/financial services and accounting industries in various staff and leadership positions. As a former Property & Casualty agency owner, she brings experience with similar issues that you face in your agencies today. She sings in a rock band and church praise band, spends time with family and friends in Vermont whenever she can, and enjoy all sports – especially her beloved NY Yankees.