I came into this role a little sideways. My kids were getting older, and I was looking for something purposeful to do with my time when my neighbors, Kristen and Bryan Gratton, asked if I'd be interested in joining the firm to help clients with health insurance. I said yes, figuring I'd learn as I went. What I didn't expect was how meaningful it would turn out to be. Helping someone understand Medicare, especially when they're confused or overwhelmed by it, turns out to be exactly the kind of work that stays with you.
One situation I think about often involved a client who reached out after I'd helped his brother, a man on disability, enroll in a Medicare plan after being unexpectedly removed from Medicaid with only five days left to act. I worked quickly to review his options, completed the enrollment, and got coverage in place without any gap. The note the client sent afterward made it clear that what mattered most was the urgency, the guidance, and the feeling that someone was genuinely in his brother's corner. That's what I try to bring every time: not just completing the enrollment, but making sure that someone dealing with a stressful coverage situation has someone competent and calm following through until everything is fully resolved.
My typical week includes opening new accounts, preparing for and supporting client meetings, keeping compliance and documentation on track, and working closely with Medicare clients through enrollment and plan selection. Organization and follow-through are the two things I take most seriously in this role. Outside the office, most of my free time is spent at softball fields cheering on my teenage twins, Tessa and Callie, who play year-round. I have a husband named Joe, two older kids, three grandkids (including baby Cori, who, as of this writing, is about three months old), a dog named Harley, and fifteen chickens, which people tend to find either impressive or deeply concerning.
- Life, Accident & Health License