Jeff Pitta is the founder of one of the fastest growing companies in the healthcare industry - Healthcare Holdings of America. Jeff embraces change with an unparalleled passion. Jeff looks beyond industry standards and says, “there is a better way.” Jeff and his team are making waves in the health industry. While sales development is clearly Jeff's strong suite, redesigning and reengineering the playing field will be his legacy.
B2C Marketing & Sales Strategy
Drew has been a leader in the financial services space for over a decade. With expertise in a wide range of areas, Drew has been able to help develop Senior Market Advisors and Healthcare Holdings of America into the organization that it is today. Today, Drew's focus is on developing our marketing and telesales sectors.
Tori communicates with everyone throughout the company to integrate the strategies and projects set forth by the strategy team. When she's not working, Tori is on a mission to visit what feels like thousands of coffee shops in Middle Tennessee. Tori loves plants and is best at keeping her seven cacti alive.
B2B Operations Integration
Sarah is the B2B team integrator whic primarily supports our agency recruiters and account managers to ensure they can deliver a premium customer experience for our partners. She's also a multimedia guru, and previously managed multiple marketing initiatives such as creating podcasts, videos, and other content spanning across our departments. You may recognize her face and voice all across our video content (and as the host of our podcast, Selling SMART with Senior Market Advisors)! On the weekends, you'll find Sarah sitting back with a glass of wine, a good coloring book, and her cat, Percy. Fun fact: Sarah can name every country in the world and its capital!
Corporate Project Management & Integration
Christy joined us in 2018 with 17 years of experience working in marketing for insurance companies, especially in telecommunications and outreach. She specializes in building processes (and keeping them intact). In her spare time, Christy enjoys running, scuba diving, and spending time with her two young sons. Fun fact: Christy has competed in five Ragnar Relays (relay race from Chattanooga to Nashville, covering almost 200 miles).
Technology Strategy & Integration
Misha has an ability to execute global initiatives exceeding all business expectations. She possess a breadth and depth from 18+ years experience in operations and technology integrations. Misha is responsible for implementing best in class technologies across the organization including our Salesforce ecosystem.
Matt joined us with over 20 years of experience working in Information Technology. Before joining us, he spent the last 16 years of his career in higher education, with the last 7 years as the IT Manager for the School of Education, and also, the School of Music at Vanderbilt University. Matt prides himself in being well-rounded; and NOT a typical “IT guy.” In addition to an undergraduate degree in Computer Information Systems, he also holds a Master of Liberal Arts and Science degree, a certificate in history and is currently working towards an MBA.
Addison started his career at SMA in our data department as an application scrubber, but has since shown other skills. Today, Addison manages our website analytics and content. He also helps the recruitment team with data as needed. In his free time, Addison enjoys playing and producing music. We are so glad to have him on our team!
Yolanda has been working in healthcare since 1998, when she began her career in HR/Sales Training. She's worked with major carriers like United Healthcare, Cigna, HealthSpring, Clover, and Bravo working towards growth and retention while maintaining relationships with top-level accounts. Yolanda resides in San Diego and enjoys spending time with her family, traveling, and practicing health and wellness.
Michele helps agents and agencies with contracting, generating sales leads, and business development. Our agents know they can count on Michele whenever they need help, whether they are brand new to the market or a seasoned professional.
Marketing Support Manager
Cidney is an account manager on the engagement team with a focus on direct agents. She works with agents in the beginning of their partnership with SMA to hit the ground running and meet the goals agents set for themselves. Cidney comes to Nashville from Oklahoma where she was born and raised and graduated Oklahoma State University; Go Pokes! Outside of work, Cidney enjoys reading a sappy book, exploring new places around Nashville, and cheering on the Oklahoma City Thunder!
Michael grew up in Southern Illinois, studied music theory and composition at John A Logan College where his father was a speech teacher. Before coming onboard with SMA, he worked for Bernard Health's sister company BerniePortal, an HRIS platform. He focused on helping employer clients and broker partners utilize the software to its fullest extent and worked with their carrier partners to setup and implement new EDI feeds. When Michael isn't working he's either playing guitar, in the garden, or on a hike with his pup Layla!
Dan joined us with over 25 years of Medicare sales and operations experience! He has worked for companies like Secure Horizons, HealthNet, Cigna HealthSpring, Allwell, and Clover. At SMA, Dan brings agents and agencies through the onboarding funnel and guides them through their first year. Outside of work, Dan enjoys working on DIY projects and attending church with his wife. He's also an avid sports fan. GO BUCKEYES!
One of the most organized and process-oriented people on the planet, Jenna will make sure your first year at SMA is a complete success! As a new agent, you're bound to come loaded with questions, concerns, and ideas regarding your contract and your time with us. Jenna will make the entire first 12 months of your contract as smooth as possible. Outside of the office, Jenna loves board games, card games, and spoiling her two dogs, Rufus and Fynn.
Contracting & Commissions Liaison
As you're navigating your first 12 months, you're bound to run into a million questions about contracting and commissions. Adam will be your liason to help you navigate those departments. Adam is originally from Cleveland, OH. He moved to Nashville to study business at Belmont University and enjoys spending his free time rock climbing, hiking with his dog, and cheering on Cleveland sports teams. Go Browns!
Between your marketing, your finances, your leads and more - Logan is your liason for data and information at Senior Market Advisors during your first 12 months. You can count on him for all of your reporting needs! Additionally, in his free time, he enjoys taking care of his newborn, Roman, as well as landscaping and working with building material.
Jessica is the marketing liaison for the engagement team, meaning she can create all the materials that the engagement team needs for onboarding agents and agencies throughout their first year. In her spare time, Jessica loves writing songs, traveling, and playing soccer. She has been to 18 countries to date. Fun Fact: Jessica is the oldest of five and her dad is a Marine!
Carla joined us in early 2017 and quickly showed her strengths. As a part of the "partnership" team, as your account manager, Carla will be your point of contact after your first 12 months. Fun facts: Carla is on a mission to visit every national park and national forest in the U.S. and loves spending time with her two dogs, Enid and Jackson.
Cassandra has been working with us since the beginning! She manages most southwestern accounts. In her spare time, Cassie loves to spend time with her husband and four kids in their beautiful home state of Utah. She also loves to play softball and cheer on the Ohio State Buckeyes!
Parul is an account manager but is also the data liaison for the partnership team. This means that she is an expert in Excel and will be there for whatever data collection and reporting you need!
Luis Martinez Hernandez
Contracting & Commissions Liaison
Luis has been working with brokered agents for over ten years. He ensures that all brokers are active and working successfully. He's also the contracting and commissions liaison for the partnership team, which means that he is an expert on the contracting and commissions processes and can answer all your questions. When he’s not doing that, his favorite things are sports, pizza, and the number 3
Aside from being a fantastic account manager who will cater to all your needs, Ashley is a creative superstar. She is the marketing liaison for the partnership team, meaning that she will help you and your agency gather all of the creative marketing materials you need and help you navigate your marketing and lead generation strategy. Outside of work, she enjoys martial arts, riding her motorcycle, and playing with her German Shepherd!
In 2005, Anna joined Medicare Health Benefits (MHB) as a partner to CEO Jane Wall. MHB formed in 1996 to serve the Medicare population in Tucson, Arizona. Anna has helped to form MHB into a national brand, and their partnership with SMA has helped both parties grow even more. Today, Anna continues to grow our business in the southwest, especially in Arizona.
Stella keeps our Tucson office running smoothly. She greets local brokers, clients, and vendors, operates our office phones, and matinains local broker supplies. Before joining our team, Stella worked in customer service and as an interpreter with UnitedHealthCare. Fun Fact: Stella loves to make jewelry and is a licensed Nail Technician!
Caroline joins the company after spending seven years in sports marketing, from the Olympics to golf to esports. Her work on the Olympics for NBC Sports won her two Emmy Awards. She is excited to bring her communications skills to Senior Market Advisors to facilitate internal and external communications. In her spare time, Caroline enjoys watching classic films, golfing and traveling.
Claire is a very driven worker and has a passion for making things organized. Because of her urge for harmonization, she got a double major in Human Resources and General Management to help companies and their processes' run smoothly. When she's not working she going on runs or watching documentaries on just about anything.
Branding and Design
After studying Marketing and Art+Design at Butler University, Kelsey joined the creative team to help with all things design. Outside of the office, you can find her binge-watching Shark Tank or planning her next trip overseas. Her favorite travel memory is swimming in the Great Barrier Reef!
Denise got her start as a captive agent for CareMore, servicing consumer needs and building community relationships. She moved on to serve as a broker liaison for Anthem Nevada and Arizona. Today, Denise strives to create an environment for our agents that she would want if she was still in the field. She collaborates with our partners to drive production, acting as a catalyst to help them achieve their goals and meet objectives. Fun fact: Denise is a big fan of "upcycling" and was nicknamed "Mother Earth" by her close friends because she has been known to repurpose their trash!
Edith has had the privilege to spend the past three years assisting individuals with determining eligibility and applying for Medicare assistance programs in Tucson. She has also worked for a nonprofit organization doing the same thing. Edith loves helping people and has a lot of patience! In her spare time, she loves spending time with her kids and family with a warm cup of coffee in her hand.
Baylie is a recent graduate from Quincy University in Quincy, Illinois and graduated with an associates from Yavapai College prior. She was also a captain of the Women's Volleyball team at Yavapai College and Quincy University. In her free time, she enjoys hiking the Tucson desert or spending time with friends or family! Fun Fact: Baylie is the oldest of 5 girls!
Whitney has worked as a contracting specialist in the insurance industry for four years. She works with us to process agent paperwork and be sure that all of our agents are licensed and ready to sell. She keeps our database up-to-date and gets our contracts processed in record time. At home, Whitney loves to spend time with her kids and husband! Fun Fact: Whitney went to school for Animal and Dairy Science with a concentration in Equine (horses).
Sonya loves to stay busy and learn new things, and has worn many hats throughout her career. At SMA, Sonya uses her organizational and communicative skills to process contracts in an accurate and timely manner. In her spare time, she enjoys solving complex mathematical equations and using her centrifuge!
William is new to contracting but is extremely extroverted and comes from a broad background of helping others. He really enjoys problem solving complex issues both inside and outside of the office. On his days off, William can be found playing with his husky (Maya) or working on cars/motorcycles.
Originally from Ketrzyn, Poland, Jolanta is a valued member of our commissions squad! She spends her days analyzing commission statements to ensure correct payout for our agents. When Jolanta is out of the office, she enjoys cooking, baking, and playing with her cat. Jolanta has seven stepchildren and can speak and read Polish.
Raised in the midwest, Goretti comes to us from Southern California to be closer to her roots. With over 8 years of marketing experience, she has experience in both public and private sectors. She is responsible for providing Salesforce Admin support and overseeing and implementing all automated marketing campaigns in the Salesforce Marketing Cloud. Outside of work, she enjoys hiking, trying new food, and traveling across the country to visit family and friends. She plans on renewing her passport soon and taking a trip overseas.
Taylor joined us in 2019 with an extensive background in marketing, advertising, and sales in the healthcare space. She holds a degree in Health and Human Performance from Austin Peay State University. Taylor manages our social media and digital marketing automation through Salesforce. One of the few Nashville natives in our Nashville office, Taylor spends her weekends reading, cooking, and spending time with family.
Traci worked in the Medicare & Retirement division at United Health Care for 15 years. For the last 8 of those years, she was with the National External Distribution team, managing strategic analytics and sales operation projects with MA and Part D plans. This included providing business intelligence to help the sales teams and external partners on trends, gap analysis, and competitive intel. Traci joined SMA because she loves our WHY. She says, "while large carriers have a similar idea within their mission statement, it is obvious that SMA lives it. That is where the difference is made." She is "proud to be a part of this team and compliment the strengths already onboard."
Jamie holds a degree in Journalism, but her knowledge of CRM systems and data management is limitless. A lot of her days are spent managing and organizing our leads. In her spare time, Jamie loves playing with her Chihuahua, Peanut, and working on her car or attending car shows.
With over 8 years of experience in sales and marketing, Julie spends her days at SMA sorting through our leads and sales data and reporting back on her findings. In her spare time, Julie plays in a pool league that competes weekly. Fun Fact: Julie is ordained and can perform marriages and baptisms!
Graham is another one of the few Nashville-area natives in our office! Graham is a data guru and loves learning new things. He spends his days in our print shop or managing our lead entry and maintaining carrier portals. Graham spends his weekends with his wife and three kids.
Though the world is increasingly leaning towards newer technologies, direct mail is still immensely important for our organization. Heather is in charge of organizing our completely in-house direct mail process from start to finish (from collecting the data and creating the piece to dropping the mail off at the post office). When she's not at work, Heather loves taking her sons on adventures throughout Middle Tennessee.
Jennifer Pratt came to SMA with over 10 years of experience in Marketing and has earned her Masters in Business Administration from the University of Redlands. She has streamlined our processes through Salesforce and built out a way for our entire organization to stay organized and communicate better. When she is not working at SMA, Jenn is working on her own Social Media & Web Design company, helping small businesses develop cost-effective marketing goals to help them grow.
Josh Simmons graduated from Guilford College with a Bachelors of Science in Accounting in 2015. With a background in accounting, Josh joined SMA in 2019, and is very passionate about driving the growth of businesses SMA supports. Monitoring KPIs and Sales Metrics, Josh spends most of his time analyzing sales and national enrollments from CMS to deliver insights. Outside work, Josh enjoys golfing and hiking with his wife. He is also pursuing a Masters in Business Analytics.
As an insurance sales executive with more than 15 years of experience, Keith operates our telesales center out of our Nashville office. He supervises agents to push sales and grow the company. He's also a three-time Ironman Triathlete and one of the most interesting people to have a conversation with!
Taniqua helps Paula with quality assurance for our call centers and operations, but she also helps our compliance department with carrier audits, HIPAA, CMS, and OIG. When she's not at work, Taniqua loves to listen to music, read books, and spend time with her daughter.
Contact Center Marketing & Finance
Todd has worked with fortune 10's and startups alike, attacking problems and opportunities with reliable, fact-based insight. He keeps us all in-the-know and has aligned our corporate communications strategy so that we can stick to one of our goals: complete transparency. Todd works heavily with the strategy team to ensure our contact center operations fall within the company finance goals.
Tim is a seasoned sales professional and has excelled as a top producer in every role he has played in the business. Most recently, Tim earned the Agent of the Year award with one of the largest carriers in the industry for both Medicare and Final Expense sales. Tim plays a critical role in developing our internal sales team and driving success across all areas of sales in the organization.
Pat joined SMA/MHB in 2019 to stand up its growth and outsourced call center functions. Pat's talents have been deployed across multiple functions to accelerate growth, with a focus on our telesales department. Pat has been in Medicare managed care since 1997 leading areas in sales, marketing, call centers and sales operations for Pacificare Secure Horizons, Cigna HealthSpring, Wellcare and Health Net. He adds extensive experience in health plan lead generated, membership growth, health plan economics and operations to the SMA/MHB team. He is a team builder that feels strongly about developing talent while building a strong, scalable foundation to enable growth. Pat lives in his hometown of Tucson with his wife, Dana, and their twins, Benji and Evie. When not burning the midnight oil or making memories with his family, Pat's most likely obsessing over the Arizona Cardinals or fantasy football roster moves.