Hitesh Patel moved from India to the greater triangle area in 2005. He is a leader in his local community and takes satisfaction in serving Seniors and helping them take advantage of the benefits offered to them. Hitesh speaks three languages which include English, Hindi, and Gujarati.
A Washington DC native, and former New England resident, Patty moved to the Cary/Apex area of NC in 2020 with her two children who are now 17 & 19. After a fifteen-year career in the financial investment industry, she chooses to specialize in Medicare as an Independent Insurance Agent, because she enjoys educating and helping…
Ashley is a Memphis, Tennessee native and a proud graduate of the University of Memphis. She is the proud mother of one son, Kingston, and the wife of a Durham local, Jon. With an extensive background in customer service, Ashley has mastered the art of catering to the needs of others. She is not only…
Sue Miles is a licensed Medicare Agent Advisor and client-support for Jan Morgan. She has a background in Education and Office Management. Teaching people about Medicare is one of her biggest joys. Her love of technology comes in handy for navigating the Medicare world as a lot of the knowledge and processing goes digital. Sue…
Barney Surles, Director of Operations since 2017, facilitates the day-to-day operations and assists partnering agents as required. A licensed agent since 2019, Barney is responsible for our client information security, privacy and agent compliance.
Angie, has been in the insurance industry since 2014. She is a fully licensed agent and Medicare Broker in North Carolina and South Carolina. She has been in sales for 25 years as well as a self employed business owner since 2009. She loves people and helping others. Blessed with 1 daughter and two beautiful…
Stacey Chambers has been an insurance broker for over ten years. She specializes in working with seniors on Medicare. Her passion for helping people maintain a high quality of life has enabled a satisfying career in the insurance industry. A Burlington, NC native, she now resides in the Raleigh/Durham area but services all of NC.…
Mary K Carter has been in the insurance industry since the early 90’s, where she offered Life, Disability, Long Term Care and Medicare Supplements and started providing Medicare Advantage plans in 2014. She joined Morgan & Allen in October of 2017. She concentrates on Wake, Johnston, Nash and surrounding counties.
Stephanie Honeycutt has worked both on the individual and group side of the insurance world. She has been in the industry since 1996 and specializes in both the over and under 65 market including Short Term Medical in Durham, Orange, and surrounding counties.