Meet Our Team

 

Leadership

Jeff Pitta
Founder/CEO
Jeff Pitta has already established himself in the Nashville, TN marketplace as CEO of one of the fastest growing companies in this industry. Jeff embraces change with an unparalleled passion. Jeff looks beyond the normal -- the standard -- and says there is a better way. Not for the sake of change itself, but to leapfrog into the future with new models -- new formulas for success. While sales development is clearly Jeff's strong suite -- redesigning and reengineering the playing field will be his legacy. Jeff is already a seasoned veteran of production in the arenas of Financing, Sales, Health Insurance and Long-Term Care.
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Anna Rothhaar
COO
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.
Natalie Brown
Senior Vice President of Marketing

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.

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Melanie Watterberg
Senior Vice President of Sales

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.

Todd Dyer
Senior Vice President of Finance and Administration

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.

Traci Walker
Vice President of Sales Operations
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."
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Creative & Lead Generation

Ashley McNurlan
Director of Creative Services

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.

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Jeff Hill
Director of Digital Marketing
Jeff spends every day growing our digital presence and generating digital consumer leads. In his spare time, he enjoys hiking, yoga, and playing video games and board games. He was born and raised in southern Florida but loves living in Nashville with his wife and his two male Maine Coon cats.
Sarah Smith
Senior Multimedia Manager

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!

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Anastasia Iliou
Senior Content Manager

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. 

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Jessica Vara
Multimedia Marketing Manager

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!

Kelsey Davis
Content Manager

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 Crenshaw
Marketing Support Manager

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 Macleod
Marketing Manager

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.

Data Management

Courtney Neal
Director of Data Management

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! 

Jamie Smotherman
Senior CRM Manager
Jamie holds a degree in Journalism, but her knowledge of CRM systems is limitless. She spends her days in our Nashville office loading and organizing data to keep us on track. She is an integral part of our data team when it comes to lead development and assignment. In her spare time, Jamie loves playing with her Chihuahua, Peanut, and working on her car or attending car shows.
Jesse Waller
Senior Reporting Manager, Network Administrator
With our consistently growing sales volume, Jesse helps us to report on and analyze our sales and leads to make sure that we are doing all we can to help both agents and clients. As Network Administrator, he also helps the office solve IT problems! In his spare time, Jesse loves to play his guitar and write songs.
Heather Oller
Senior Print Shop Manager

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.

Julie Richards
Marketing Data Manager
With 7 years of experience in sales and marketing, Julie came to us eager to assist our data department. She works closely with our CRM manager to sort through our leads and make sure none are forgotten! In her spare time, Julie plays in a pool league that competes weekly. Fun Fact: Julie is ordained and can perform marriages and baptisms!
Jennifer Pratt
Systems & Applications Manager

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 Abernathy
CRM Data Specialist

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 McNatt
Data Specialist

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 Brooks
Print Shop Specialist

Jared is responsible for running the print shop machinery (all in-house) and getting our printed mail out the door on time. 

Development

Adam Thede
Senior Software Developer
Adam began his career as an investment banker in New York. After realizing his passion for creating, he switched gears and began working as a developer. Adam spends his days developing technology for our sales, marketing, and commissions departments while working to improve our business.
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James Olekszyk
Software Developer
As one of our brilliant developers, James creates and maintains our physical mailing campaign application and manages our workflow applications. He is currently working on a new program to increase our marketplace transparency and quality of care for consumers. After work hours, James plays a mean dodgeball.
Jaron Branham
SalesForce Administrator

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. 

Sales & Agency Recruitment

Andrew Watkins
VP, Sales & Business Development

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. 

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Chris Neal
VP, Sales & Strategic Initiatives
Chris worked with United Health Care for 12 years. He worked in their customer service department while finishing up his undergraduate schooling before transitioning into a Medicare Agent role. After that, he worked under the role Director, National Broker Distribution, where he worked towards growth, retention, and relationships with top level National accounts. Recently, Chris decided that he wanted to be somewhere where he could make a difference in the industry. He discovered that his way of thinking matched closely with that of Jeff Pitta's and was excited to join SMA. In his first 90 days, Chris was blown away by the employee talent at SMA. He noticed that everyone plays their position but also jumps into other areas as needed. On joining SMA, Chris says he "could not have made a better decision."
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Carla Woodward
Vice President of Sales

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.

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Keith Hinson
VP of Life and Ancillary Sales
As an insurance sales executive with more than 15 years of experience, Keith directs sales throughout our local communities in Tennessee and Kentucky. He supervises agents to push sales and grow the company. He also oversees agent recruiting and training.
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Michele Rosenberg
Director of Agency Recruiting
Michele has spent the past year helping 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.
Cassandra Smith
Regional Sales Director - Southwest

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! 

Tori Buckman
Director of Field Sales

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! 

Carlos Molina
Director of Telesales

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.

Maribel Norwood
Events Manager
Maribel has 20 years of credit union experience as well as five years of health care community outreach experience. Maribel spends her days conducting outreach events in the San Antonio and Austin markets. In her spare time, Maribel likes to read, sew, and spend time with her family. She is also an active volunteer for the Make-A-Wish Foundation and serves on various committees and boards in her community.
Luis Martinez Hernandez
Broker Account Manager

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.

Chelsea Turner
Sales Operations Analyst

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!

Contracting

Whitney McQueen
Director of Contracting

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 Bevis
Customer Success - Onboarding Specialist

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 Nelson
Contracting Specialist

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!

Marketing Operations

Christy Boyd
Sr. Director of Marketing Operations
Christy joined us in 2018 with 17 years of experience working in marketing for insurance companies, especially in telecommunications and outreach. She works closely with our community outreach events as well as our call centers. 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).
Yashica Sullivan
Director of Marketing Operations
Yashica is a dynamic Leader with over 20 years of Healthcare and Medicare expertise that includes 15 years of process improvement, implementation, and project management. Her background includes Medicaid and Medicare (all parts), Medicare Advantage, MA-PD, PBM, PDP, ACA, MCO's and LTSS. Yashica prides herself in being a "Change Agent" that thrives and capitalizes on opportunities eliminate waste leading to becoming both more efficient and effective. Outside of the office, Yashica loves to travel extensively and curl up with a good book.
John Osborne
Senior Call Center Operations Manager

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 Keith
Quality Assurance/Provider Outreach Specialist

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.

Commissions

Lindsay Hopper
Director of Commissions and Senior Business Intelligence Analyst

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.

Kayla Smith
Director of Accounts Payable
Kayla is the liaison between agents and our commissioning department. She ensures that our agents are receiving the pay they deserve. On the weekends, Kayla enjoys spending time with her husband.
Jolanta Sarlo
Commissions Analyst
Originally from Ketrzyn, Poland, Jolanta is one of our Commissions Analysts! She works closely with 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.
April Varble
Commissions Analyst
April came to us after several years of medical data coding and medical research data analysis experience. Today, she is one of our valued commissions analysts! In her spare time, April loves to play with her cats, play video games, read, and watch movies.

Administration

Dan Holland
Senior Director of Operations
Daniel "Dan" Holland joins SMA as our Senior Director of Operations and brings over 25 years of Medicare sales and operations experience! During his 25+ years in Medicare, Dan has worked for multiple carriers including, Secure Horizons, Health Net, Cigna HealthSpring, Allwell, and Clover.  Dan will bring a unique perspective having most recently managed/directed Broker operations with our carrier partners.  Outside of work Dan enjoys working on DIY Projects and attending Church with his wife and is also an avid sports fan.  GO BUCKEYES!!!
Annette Walters
Director of Business Development
Annette started with Senior Market Advisors nearly three years ago as the Director of Sales and Oversight, developing and facilitating SMA's university training program "Success School", and a trifold communication campaign for career agents. As the Director of Business Development, Annette is primarily responsible to ensure continuity of all companies within the SMA umbrella through effective communication and project management, while helping to drive expansion of the SMA footprint alongside the CEO.
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Paxton Manly
Director of People & Culture

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.  

Rose Cleverley
Director of Human Resources
Rose came to us after ten years of experience in HR. She spends her days keeping our Tucson and Nashville offices functional. She is very passionate about her field and is dedicated to continually learning about local, state, and federal laws to keep our organization compliant. In her spare time, Rose loves taking mini-vacations, exercising, and serving in her community.
Gina Angelo
Senior Compliance Manger
As an experienced health insurance agent, Gina is an expert on compliance. She works hard to keep our agents and our organization compliant with CMS regulations and policies and keeps us all updated on compliance changes. She also helps to ensure that all employees go through the necessary compliance procedures. Gina is a proud former Army Medic, and we thank her for her service. She loves spending time with her husband, her two “slightly overweight” labrador retrievers, and her bunny.
Taniqua Burns
Audit Quality Manager

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. 

Stella Rivera
Front Desk Receptionist
As one of our receptionists, Stella keeps our Tucson office running smoothly. She greets brokers, clients, and vendors who enter the building, operates our main office phone line, and orders and maintains supplies for our brokers. 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!

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.