THE DIMATTEO AGENCY - Key Persons


Bert Neikirk

Job Titles:
  • Medicare Advisor

Brenda Rich

Job Titles:
  • Director Medicare Operations
Brenda Rich's extensive business training and development experience plus a keen understanding

Cindy Petro

Job Titles:
  • Medicare Advisor

CJ Whitmire

Job Titles:
  • Relationship Manager

Debbie Wright

Job Titles:
  • Relationship Manager

Denise Wolverson

Job Titles:
  • Office Manager & HR

Donald Robinson

Job Titles:
  • Team Leader

Eric Davis

Job Titles:
  • Medicare Advisor

Fred Seely

Job Titles:
  • Medicare Advisor

Heather Cameron

Job Titles:
  • Client Service Rep

Ian Robinson

Job Titles:
  • Client Service Rep

Jill Robinson

Job Titles:
  • Licensing Coordinator

Joan Miles

Job Titles:
  • Medicare Advisor

John Linvill

Job Titles:
  • Medicare Advisor

Kathleen Bretzel

Job Titles:
  • Director of Strategic Relations
With a background in Account Management and relationship building, Kathleen brings a

Kenneth Seewald

Job Titles:
  • Relationship Manager

Laura Shur

Job Titles:
  • Client Service Rep

Liza Grundy

Job Titles:
  • Marketing Manager

Michelle Zuspan

Job Titles:
  • Team Leader

Nicole Kennedy - COO

Job Titles:
  • Director of Operations
Nicole has over 10 years of experience working in the insurance industry

Pattie Bucaccio

Job Titles:
  • Medicare Advisor

Russ Lupton

Job Titles:
  • Team Leader
Russ became a licensed insurance agent in 2008, starting his career as

Sarah Latshaw

Job Titles:
  • Medicare Advisor

Sharon Stevenson

Job Titles:
  • Medicare Advisor

Stacy Watterson

Job Titles:
  • Client Service Rep

Steffani Witmer - CFO

Job Titles:
  • Director of Finance
A proud graduate of Penn State University and a member of the

Thomas Rie

Job Titles:
  • Medicare Advisor

Todd Gottshall

Job Titles:
  • Advisor
  • P & C Advisor

Tracy Russo-Keesey - CEO, President

Job Titles:
  • CEO
  • President
Tracy Russo-Keesey, current owner and CEO, joined the HTA family in 1998 as a college intern. After graduating Magna Cum Laude from West Chester University with a BS in Finance and a Minor in Economics, Keesey continued to work for HTA. Eventually Tracy was offered the opportunity to become partner in 2007 after successfully developing and leading a Long-Term Care (LTC) Brokerage Division. During this time, she recruited and trained independent Financial Advisors to sell LTC and Medicare insurance. Tracy soon became acutely aware that Financial Advisors don't want to sell insurance, they would rather refer their clients to a trusted resource to help them with their specific insurance needs. This led to the development of The Client Services Division (Retail Division) which still prospers today. In addition to her work at HTA, Keesey joined The National Association of Insurance and Financial Advisors (NAIFA) in 2014. Here, she has been able to broaden her network of colleagues and clients, gain valuable continuing education pertaining to the industry, and has recently lobbied on Capitol Hill to promote favorable legislation for the insurance and financial industry. More recently, Keesey was voted in as President of NAIFA, which consists of more than 50,000 members in all 50 states, holding at least one local chapter in every state, as well as the District of Columbia. In 2017, founding partners Harry and Debbie Tashjian retired, thus resulting in the full acquisition of the company by Keesey. Since her ownership, Keesey has grown the company from eight employees to its current status of thirty plus employees in the last six years. With an extensive career in insurance, Tracy brings an educated and enthusiastic