Natalie is our marketing team's fearless leader. From creative services and call center operations to HR, Natalie manages not only the marketing department but also our organization's development. She has played an integral role in our tremendous growth path from a startup with ten employees to our team of nearly 100 people. When Natalie returns home for the day, she has four kids and four dogs to take care of, but that doesn't stop her from working day and night. When she does catch a break, however, she takes her diving certifications and heads down to the coast with her husband.
Melanie has been in healthcare since 2005 leading sales distribution for Cigna, HealthSpring, Bravo and Health Net. She brings many learnings and relationships with her to SMA. She is passionate about building long-lasting partnerships and operational excellence in order to serve the business. She believes that we don’t compete, we create. Melanie lives in Los Angeles when she’s not traveling. In her downtime, she can be found anywhere near the beach. She is inspired by nature, entrepreneurship, creating, and wellness.
As our Sr. VP of Finance and Admin, Todd keeps our organization in line with our goals. We are constantly changing and evolving, and Todd's experience working with other mid-sized corporations and startups is keeping us on track! He is constantly looking at the world from both tactical and strategic viewpoints resulting in comprehensive solutions to opportunities that both serve our immediate and future needs.
Ashley has created and developed the Senior Market Advisors brand (and our subsidiary brands). She oversees the creative direction of the organization, including direct mail pieces, websites, email marketing, webinars, and other multimedia ventures. Ashley is Google Adwords certified. As the Director of Creative Services, Ashley really enjoys expanding her knowledge, learning new techniques and current trends, making her an asset in her field and at Senior Market Advisors. At home, Ashley loves relaxing with her husband and their adorable puppy, Jax.
From animated Medicare 101 videos to direct mail flyers and emails, Sarah is a wizard with graphic design. Heading up our multimedia efforts, Sarah is responsible for a large part of the creative products that our marketing team creates and distributes. In her spare time, Sarah loves to sit back with a glass of wine, play with her kitty, Percy, and color! Fun Fact: Sarah can name every country in the world and its capital!
Anastasia is our SEO content writer. She writes and edits blog posts for our Senior Market Advisors and Medicare Plan Finder websites and helps to plan and execute our social media and email marketing strategies. Fun facts: Anastasia is an animal lover! She has two cats (Olive and Persephone), a dog (Gaia), and a hedgehog (Luna), and she is a volunteer with the Elephant Sanctuary in Tennessee! She is also on a mission to visit all 50 states and has reached 36 to date.
Jessica assists our creative marketing team with multimedia projects and manages our email marketing. 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!
After studying marketing and design at Butler University, Kelsey joined us to help with social media, content writing, and email marketing. When she's not in the office, you can probably find her watching The Office or designing prints for her Etsy shop! Fun fact: When she was in school, she spent a summer interning in Australia and while there, she swam in the Great Barrier Reef!
Ashley has a bachelor's degree in mass communications, which paved the way for her role as a Marketing Support Manager. She specializes in account creation and social media content production. Outside of work, she enjoys martial arts, riding her motorcycle, and playing with her German Shepherd!
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 platforms and creates content for the digital and creative teams. One of the few Nashville natives in our Nashville office, Taylor spends her weekends reading, cooking, and spending time with family.
Courtney directed our call centers for two years, but now spends her days managing lead and sales data and our internal print shop. Without Courtney’s data management, we would have no way of tracking our past, present, and future sales along with everything that goes into making them happen! In her spare time, Courtney loves spending time with her son, Webb, husband, Ryan, and fur baby, Oakley!
Though the world is increasingly leaning towards newer technologies, direct mail is still immensely important for our organization. As Senior Print Shop Manager, Heather is in charge of organizing the direct mail process from start to finish (from collecting the data and creating the piece to dropping the mail off at the post office)! Heather loves adventure! When she's not at work, she's chasing waterfalls and going on great hikes.
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. With her extensive knowledge of Salesforce she has assisted SMA in streamlining processes & data integrity in SalesForce. When she is not working at SMA she also owns her own Social Media & Web Design company and enjoys helping small businesses attain cost effective marketing goals to help them grow.
Logan is a data specialist and assists the data management team daily. He also assists senior manager Jesse Waller with scrubbing agent applications throughout the year. Additionally, in his free time, he enjoys landscaping and working with building material. He also likes to spend time with his dog, Tucker. He has been an incredible asset to the application scrubbing team and we look forward to seeing what lies ahead for him!
Addison spends most of his days scrubbing submitted applications and finding and fixing errors. He also helps the data team by digging through carrier portals for information and inputting lead data. In his free time, Addison enjoys playing and producing music. We are so glad to have him as part of our team!
Jared is responsible for running the print shop machinery (all in-house) and getting our printed mail out the door on time.
As a constantly growing company, we have multiple databases and technological platforms that need constant attention. Jaron provides technical support to agents and employees alike for our Salesforce CRM database. He also generates and analyzes our CRM reports. Jaron’s technological skills stretch farther than the office - he builds custom gaming computers for fun, when he’s not watching Game of Thrones.
Andrew is responsible for overseeing the national recruitment and sales of agencies under the Senior Market Advisors' umbrella. He maintains effective relationships with our agency partners in order to generate and improve production through various marketing efforts.
Carla joined us in early 2017 and quickly moved into an upper-level sales position. As VP of Sales, she now manages agent relationships and supports our national agency partners. Carla and her team are the main point of contact for all of her agency partners' requests for sales strategies, co-op, marketing, contracting and commissions for our organization. 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 Medicare Health Benefits since September of 2005! She heads up the southwestern region of our sales department. 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!
As Director of Field Sales, Tori engages with and supports our internal agents (mainly in Tennessee and Kentucky) with any and all needs (commissions, contracting, marketing, etc.) and acts as the main source of contact for all internal agents. When she's not working, Tori is on a mission to visit all of what seems like thousands of coffee shops in Middle TN. Tori loves plants and is best at keeping her seven cacti alive!
On top of his 17 years of sales and marketing experience, Carlos has over nine years of banking experience and over four years of government accounting experience. Today, he heads our telesales department. Carlos is one of our proud veterans. He spent nine years in the Army. In 2003, Carlos was deployed to Iraq for Operation Iraqi Freedom. We thank him for his service.
Luis has been working with brokered agents for over ten years. He ensures that all brokers are active and working successfully. When he’s not doing that, his favorite things are sports, pizza, and the number 3.
As one of our Sales Operations Analysts, Chelsea is accountable for assigned national distribution partners service model and customer retention servicing as the central contact and escalation point providing proactive, high-level, ongoing partner service support. Originally from Michigan, Chelsea moved to Nashville six years ago and she loves exploring all Nashville has to offer. Her passions include fitness, dogs, food, and anything outdoors!
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 one-year-old daughter and her new husband! Fun Fact: Whitney went to school for Animal and Dairy Science with a concentration in Equine (horses).
Suzanne is a valuable member of our contracting team as our liaison between brokers and carriers. On the weekends, she loves hanging out with her "dog son" Bentley and attending concerts and sporting events.
Sonya is a liaison between brokers and carriers. In her spare time, she enjoys solving complex mathematical equations and using her newest purchase: a centrifuge!
John manages our day-to-day call center operations out of our Tucson, AZ office. On the weekends, John likes to hang out with his family and enjoy a game of golf.
Paula currently has two important roles in our organization. She listens to our call center calls for lead quality assurance, but she also spends a few days every week visiting provider offices. Through her outreach efforts, we are able to both raise brand awareness and collect lead information! Paula loves mint chocolate, sangria, and using her free time to read, relax, and care for her two kids, five dogs, and five cats.
Lindsay came to SMA excited to get back into her preferred field of data analysis. Most of her previous experience is in research and data analysis in university settings in physics, programming, network security, and sociology. She worked for awhile in project management roles, but now she's enjoying performing the role she truly enjoys and getting to know her friendly coworkers.
Paxton Manly is the Director of People and Culture. With certifications in leadership and community development from Belmont University, and extended experience in business management and development, Paxton cannot wait to put his purpose-driven skillset to use and serve humbly at the pleasure of his coworkers to help provide them the tools they need to succeed. “I want to help create an environment that is so rife with joy and purpose that everyone comes into work feeling excited and goes home feeling fulfilled.” When not working, you can most likely find Paxton playing music, watching films, reading books, or traveling to new places with his wife.
Taniqua assists in keeping all employees compliant with HIPAA and CMS. She also assists in the management of the annual auditing process with our contracted carriers and assists the data and print shop team with compliant data management. When she's not at work, Taniqua loves to listen to music, read books, and spend time with her daughter.
At Senior Market Advisors (SMA), our goal is to provide that extra effort and know-how to take our agents from good to great, and from great to truly awesome. Our mission is to serve the underserved, while embracing today and tomorrow’s technology to help us get there. SMA prides itself on aligning with agents and carriers who share our same vision.