About Us

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A twenty-five year veteran in the financial services industry working in sales, strategic account management, product development and marketing.

Tom has worked with some of the nation’s leading investment management and insurance companies; Symetra Financial, The Hartford, ING/Voya and the Vanguard Group.

Over his extensive career he has worked closely with product executives and national sales teams calling on the nation’s leading banks, broker/dealers and wirehouse firms; Wells Fargo Advisors, LPL Financial, Merrill Lynch/Bank of America, BB&T Investments, TD Bank, UnionBank, to name a few.

An insurance industry veteran of nearly two decades specializing in the field of Medicare planning, Rob began his career in 2001 as an independent licensed insurance agent focused on helping pre-retirees and retirees understand the various aspects and choices involved with Medicare coverage. 

Rob is licensed and certified with twenty-five of the leading insurance companies that participate in the Medicare Advantage, Medicare Supplement (Medigap), and Prescription Drug plan marketplace.

For the past several years he has been a top five producer for Independence Blue Cross. Because of his success and experience he is one of only a few professionals uniquely qualified to offer Medicare Sales presentations specifically for Independence Blue Cross during the Medicare Annual election period.

Rob’s extensive network also allows him to routinely host Medicare educational events for clients throughout the five-county area. In addition, he has exclusive partnerships with several large health care providers assisting their patients with their Medicare health insurance and Prescription drug plan needs.

Rob’s continued success is attributable to his professional and customized service. This approach of ensuring clients’ Medicare and prescription drug plan needs are met at the most reasonable cost has improved the lifestyles and peace of mind for numerous clients throughout the tri-state area.