Our Experience Provides Value

Combined we have well over 30 years experience in the HR and Benefits field. Having been owners in family businesses with over 125 employees, we are very familiar with the constant challenge of offering quality plans to attract and maintain employees- while at the same time controlling costs.

Kelly has been serving insurance clients here in the NY Capital District since 2002. Keith recently joined the agency after 30 years in the John Deere Business (18 of which were specifically Human Resources) he brings extensive experience in Plan Administration.

Both Kelly and Keith understand the importance of and complications with offering the Best Value Benefit Plans for both employers and employees.

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"I have been working with Kelly for the last twenty years and couldn't be more happy with the guidance she provides me and my employees. Kelly is extremely knowledgeable in the insurance industry and is able to articulate all the details in a way that is understandable. Mostly, I appreciate her kindness, her responsiveness, and generosity with the time she takes to sit down in person with me and each of our employees whenever we need it. You will always get the red carpet treatment from Kelly. I recommend her highly!"
Nadine Stram
Stram Center for Integrative Medicine
We are confident in Kelly’s Knowledge of the insurance industry and we depend on her to guide us in the right direction when choosing a plan. As the industry changes we take comfort in knowing she is a phone call away and ready to help.
Ellen Bargstedt
Stony Brook Farms
I reached out to Kelly in 2010 when I opened my business. She immediately found us the best plan and taught my team the ins and outs of the plans. I trust Kelly as an extremely reliable and helpful Broker. She promptly responds to our questions and is always willing to help. I highly recommend Kelly, she is a GREAT Insurance Broker
Dr. Giuseppe Veglio
Co-Owner, Paul Mitchell School
Kelly stays ahead of everything for me and makes my job as an employer much easier. Her availability is excellent, response time is beyond anything I could have expected and her staff is a pleasure to work with.
Marianne Mustafa, MD
Saratoga Family Medicine

Serving Both Employer Groups & Individuals In New York & Florida.

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