What We Believe
We are here to help individuals and groups navigate and simplify healthcare choices to make relevant decisions to meet specific needs and goals.
What We Do
We provide personal service for individuals and groups for all life and health products, including health, dental, vision, term and whole life. We specialize in senior services, including Medicare, Long Term Care and Final Expense.
Katherine is our principal broker who is well-trained and educated in all fields of health insurance. She prides herself in being responsive to her client’s needs and has a heart for serving our community, going back to childhood where her first job was a candy striper when she was just ten years old. A few years down the road she is still doing what she loves, and in her own way is continuing to give back to her community.
From her time working for other agencies, Katherine knew that starting her own company would make it possible to conduct business her way…..developing a one on one relationship with a client. She now has the freedom to make sure her clients are helped to understand the options available to them; make informed decisions; and are able to stay in control of their own health care.
While not working with her clients or staff, she enjoys spending time with her grandchildren, working in the garden, traveling; new adventures and reading a good book.
A licensed insurance agent helping the community navigate and find products that influence their lives. She provides knowledge of the Medicare world, healthcare, and life policies. With an extensive customer service background, our clients have an unwavering/dependable resource.
Kaitlyn coordinates our educational events, updates our online presence, and encourages participation in our community.
Kaitlyn moved to Williamsburg from Cape Cod after many visits and falling in love with the town. She has been a member of multiple orchestras, found often in her garden, and enjoys every farmer’s market and festival hosted at Colonial Williamsburg.
In 2005, Linda found her way to Williamsburg, Virginia by way of Florida Hurricanes. As a native New Yorker, she never even knew Colonial Williamsburg existed. The beautiful quiet town seemed like the perfect place to recover. While “temporarily” living in Williamsburg, she decided to find a job and took a Summer position at a Marriott Manor Club (a time-share resort). Meeting many tourists from all over the country and the world, hospitality was the perfect niche for Linda’s friendly personality. The hospitality field took Linda from the Marriott to The Williamsburg Inn. With a total of 14 years in hospitality, the pandemic re-directed Linda’s footsteps into a field she never thought she would ever enjoy. We are happy to have Linda in our front office, using her hospitality skills to greet our clients “guests.” She keeps our office organized and on point. Speaking of on pointe, a favorite pastime of Linda’s is dancing.