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.

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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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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Tori Buckman
Executive Assistant

Tori is the Executive Assistant to our CEO, Jeff Pitta. She manages the company's objectives and oversees company projects. Tori also manages our Nashville call center and supports our internal agents (mainly in Tennessee and Kentucky) with any and all needs (commissions, contracting, marketing, etc.). 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! 

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. 

Aaron Hawley
Office Building Manager

Aaron Hawley brings more than sixteen years of project management and organizational experience to our team.  Joining us from the Department of Defense, Aaron is former U.S. Navy and holds a Masters Degree in Organizational Leadership and Public Administration. His vast experience and desire for structure and organization helps keep our ship afloat and running smoothly. In his spare time, Aaron is an avid sports fan and enjoys traveling with his family and spending time with his two dogs, Scottie and Rupert. 

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!

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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Yolanda Brown
Vice President of Sales

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 Rosenberg
Vice President of Sales
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! 

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.

Adam Witmer
Sales Operations Analyst

As a Sales Operations Analyst, Adam is responsible for agent retention based on assigned national distribution partners. He is the central contact for high-level ongoing agent support. 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!

Parul Sah
Sales Operations Analyst

Parul is accountable for national distribution partners and agent retention. She's originally from India and moved to the states in December of 2017. When she's not working, she loves spending time with her family exploring parks in Nashville and around the United States. 

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!

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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Jennifer Pratt
Associate Director of Digital Engagement

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 the SMA data collection process through her Salesforce knowledge and has since moved into a Social Media role. In the digital age, it is increasingly important for us to be collecting leads and data online. 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.

Sarah Smith
Senior Multimedia Manager

Heading up our multimedia efforts, Sarah is responsible for a large part of the products that our marketing team creates and distributes including animation, live videos, the company podcast, and webinars. Sometimes called "the voice of SMA," you'll quickly recognize her voice across a variety of channels. 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 42 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
Creative Services 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! 

Omar Fonseca
Digital Marketing Manager

Omar arrived in Nashville in 2016 from Washington D.C. with an extensive background in business, entertainment, hospitality and marketing. From Puerto Rico, he grew up in Northern Virginia before serving six years in the United States Air Force, stationed in Texas, Hawai’i and at the Pentagon in Washington DC. After graduating with degrees in International Business and Marketing from the University of Maryland, he now manages SMA’s Digital Marketing. Out of work, he has a passion for helping less fortunate people, as well as sports, music, learning and hanging out with family/friends.

Taylor Macleod
Social Media 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.

Troy Frink
Content Manager

Troy moved to Nashville in 2017 after stints in states all over the US. He has bachelor’s degrees in film studies and journalism from the University of Missouri - Kansas City and has a passion for digital content. When he isn’t writing blogs for Senior Market Advisors and Medicare Plan Finder, he’s either participating in Olympic weightlifting, coaching Special Olympics powerlifting or playing with his cat, Lemmy.

Keosha Thomas
Email Marketing Manager

In a growing city full of transplants, Keosha Thomas is a unicorn - a rare native Nashvillian. A self-described 'Jill of All Trades,' she leverages her keen acumen for marketing with her wealth of public relations experience that spans more than a decade to serve as our email marketing manager. She has garnered numerous awards during her career but is most proud of the 2017 Library of the Year Award for the Nashville Public Library, assisting in the creation of their marketing policy. When she is away from the office, Ms. Thomas enjoys spending time with her family, including her blossoming fashionista daughter. She also enjoys mentoring youth, art, listening to live music, attending music festivals, fashion styling and modeling, writing, reading, traveling, swimming, and attending sports events (did we mention Jill of All Trades?).

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!
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. 

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).

Sonya Nelson
Contracting Manager

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!

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. 

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
Commissions Manager - Accounts Receivable
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.
Kayla Brown
Commissions Specialist - Accounts Payable

Kayla Brown "KB" joins SMA as our Commissions Coordinator and Charity Committee Chair! Outside of work, KB loves road tripping back to her home town in Indiana with her husband and hanging out at the "bark park" with her two dogs. 

April Varble
Senior 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.
Jolanta Sarlo
Commissions Analysis Manager
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.

HealthMatch.com

Christy Boyd
Sr. Director of HealthMatch

Christy joined us in 2018 with 17 years of experience working in marketing for insurance companies, especially in telecommunications and outreach. She focuses most of her time developing our sister company, HealthMatch.com. HealthMatch.com bridges the gap between doctors and patients through marketing and communication efforts. Christy also manages the digital marketing team that works not only for HealthMatch.com but also for Senior Market Advisors and Medicare Health Benefits. 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).

Paula Keith
Campaign Manager

Paula works for our sister brand, HealthMatch.com, as a campaign manager. She is responsible for helping to grow the provider-facing side of our business by bringing doctors and other provider offices on board. Paula loves mint chocolate, sangria, and using her free time to read, relax, and care for her two kids, five dogs, and five cats.

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.