Our Team

Nancy has over 22 years experience. She began her career in the insurance industry in July of 1999 . She continued on to start her own business as Plan Wize Inc in 2013. She then became a business owner and continued as an independent agent focusing on helping all ages with insurance needs. Her passion is helping seniors with there retirement planning which includes understanding there Medicare options with Supplement and Advantage Plans, long term care and protecting their income and assets to create safety. Her goal is to help others live a worry free life regarding their insurance needs and to help protect their Legacy.

Rhonda Stanton, an independent Insurance Agent and Planning specialist, joined Plan Wize Inc. 6 years ago. With her business detail and expertise, she has a desire to identify & address her clients specific needs in building a plan which includes protection of assets, life insurance & long term care, as they move into retirement. She also has much experience in guiding people turning 65 & older and those on disability to navigate through the confusing Medicare maze with confidence and understand all their options. She is committed to assisting you find direction and financial peace of mind so you don't outlive your resources in an  unstable market.