About Us

We have multiple touch-points with our clients throughout the year to make sure they and their employees are taken care of. We can provide proactive solutions as each business and their needs grow.

Becky’s insurance background began in 1969 as a claims processor for General Electric. In 1979 she became a practice manager with a local medical practice and moved on in 1984 as a marketing and service representative for Trigon Blue Cross Blue Shield. As a result of starting her own consulting and brokerage firm in 1989, Becky has worked with the nation’s largest insurance carriers and has been instrumental in developing solutions to employers’ most difficult and stressful problems.

Becky takes an active role in the community having served on the Board of Directors for Family Services of the Roanoke Valley, Salem-Roanoke County Chamber, Roanoke Symphony Orchestra, Mill Mountain Theatre, Bethany Hall, and Girls Rock Roanoke. She is a past member of The Salem Rotary Club and is an active member of National Association of Health Underwriters.

Phoebe McAnallen joined our staff as licensed benefits specialist with an extensive service background. She wanted to return to her hometown of Salem to work with people on a more personal level and she brought home plenty of experience.

Phoebe spent 30 years in Atlanta, Georgia as a hardware and software industry professional — implementing new projects, directing teams of consultants and managing accounts for large corporations in the US and abroad. Her customer service experience is with large and small clients with a focus on problem resolution and customer satisfaction.

As a Medicare consultant Phoebe has extensive knowledge in senior products including Medicare Supplements and prescription drug plans.  She can expertly guide you through the retiree maze of Medicare.

Contact Phoebe if you require assistance with your benefits or claims questions.

Lori began her career in 1989 as the Office Manager for a new, single doctor family practice near Smith Mountain Lake. The practice soon grew to two doctors and then expanded into a new building. In 1996 she moved on to the lead position in the Customer Service department for the Roanoke Regional office of John Deere Health Care. During her tenure with John Deere she also managed the local Provider Relations department and was the Small Group Representative for the Marketing Department where her career as a Benefits Specialist began.

Lori has been working as an independent Benefits Specialist since 2000 and fondly looks back across her past experiences as having provided her with a “well rounded education” when it comes to insurance and employee benefits. This education has proved to be an extremely valuable asset to her clients, but more importantly she enjoys working with her clients to service their needs and in developing a one on one relationships with them.

Lori is a member of the National Association of Health Underwriters. She enjoys volunteering and serving in her church has filled many leadership roles there, including Worship Team Chairperson and Pastor Search Committee Chairperson.