For the past 24 years, Theresa has held a variety of positions related to senior services, retirement, and healthcare. She began as a reimbursement manager tackling the complexity of healthcare coverage, contracts and billing, then served as a director of human resources working with employee benefit elections and enrollment. Her next challenge was as an internal wholesaler for an insurance company where her eyes were opened as to how they operate from the inside out, and finally spent time at an estate planning law office, where she worked to promote and educate people on planning not only for their wills and trusts but preparing for long term care when the time came. After that journey, she spent a few years at home to help care for her aging mother.
Theresa’s work experience provides her with a great foundation for her team member position here at Boomer Health Group. She saw firsthand that insurance, retirement, estate planning, and healthcare are all complex issues that are often misunderstood and downright confusing for most people. She couldn’t be in a more perfect place; as that surely describes Medicare!
Theresa feels that in this age of information, thanks to the internet, tv, social media, radio, post card mailers, and the like, we are overloaded with information which can sometimes be overwhelming and leave us wondering what the right path is to take. She learned that the senior population is most definately experiencing this bombardment of information when it comes to Medicare not only from her work experience but through helping her mother navigate the healthcare maze!
It took one, by chance, meeting where she had the opportunity to hear Joanne Giardini-Russell speak about her organization and the Boomer Health Group mission to let her know that tackling Medicare education was her next career move.
Theresa thoroughly enjoys walking a client through the basics of Medicare and breaking it down into manageable, correct, and non-misleading pieces of information. Her goal is to share that knowledge and help people find peace of mind in coverage that perfectly suits them.