Bruce and his wife Cheryl are the owners of the Morgan & Allen Durham office. Bruce has spent over 30 years in the health insurance industry. Over the past decade, he has specialized in both Medicare and ACA (Obamacare) insurance. He enjoys working with clients as they transition to new careers and retirement. In his…
A western NY native, Cheryl moved to NC after college and has since worked in the health insurance industry for over 25 years. She recognizes the complexities of the insurance industry and wants to help enroll her clients on health plans that best fit their needs. Cheryl focuses in both the Durham and Pittsboro areas and is…
Matt Allen is Partner at Morgan & Allen. He has been in the insurance industry since 2012. He leads our Cary office location and specializes in a wide array of insurance and ancillary products with his focus also in the Medicare Market. He focuses on the Greater Triangle Area, and all surrounding counties.
Jan Morgan launched Morgan & Allen in 2005 and spent nearly two decades helping clients find the right insurance solutions. As the head of our Durham office, she became known for her deep knowledge of Medicare and her dedication to those she served. Jan is now enjoying a well-earned retirement, and her impact on our…
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 is a licensed Medicare Agent with a background in Education and a love for Technology. She believes in personalized service, taking the time to understand each client’s unique healthcare needs. Using that information, she helps individuals navigate the complexities of Medicare to find a plan that most closely meets those needs. Whether you are…
With over 30 years of experience in healthcare and insurance, I specialize in helping individuals and families understand their Medicare and health coverage options. My goal is to make the process simple, transparent, and tailored to your needs—because peace of mind shouldn’t be complicated. I’m also a proud mom of three beautiful daughters, all here…
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…
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.
As an independent agent with Morgan and Allen, Hudson is proud to serve the Apex community by helping clients navigate their Medicare options with confidence. He also offers a range of ancillary products to ensure comprehensive coverage tailored to each individual’s needs.










