Group Insurance Agents
Jonathan Hawkins, CFP®, CSA, RICP®
“The Insurance Hawk”
Jonathan Hawkins is an insurance agent from Fort Worth, TX, who specializes in Medicare and Financial Planning. Jonathan graduated from The University of Texas in Austin with a Bachelors in Government and History, where he met his wife and business partner Emily.
After graduation, Jonathan began his career at Senior Insurance Brokers, a division of American Senior Benefits (ASB), where he specialized in helping seniors with their Medicare Supplements. In his first few years with ASB, he was their number one overall Agent in the entire country two years in a row. He has since maintained status as one of the top agents in the country with multiple carriers. Jonathan’s hard work and focus on serving his clients allowed him to open up his own practice in the spring of 2019.
Jonathan holds a Certified Financial Planner (CFP®) designation, which is the premier financial planning designation. In fact, less than 1% of insurance agents actually carry this designation. In addition, he also carries a Certified Senior Advisor (CSA) designation which has provided him a better understanding of seniors’ specific needs related to aging and long term planning. He is also a Retirement Income Certified Professional (RICP®), which authorizes him to provide clients with expert financial planning advice.
When he is not working, he enjoys cooking, watching Texas Longhorns football games, and volunteering with his wife in the community with The Ronald McDonald House of Fort Worth.
Traci has been an administrative executive for over 20years. She has worked with lawyers and CPAs and we are lucky to have her on our team. Traci and her husband Ralph live in N. Texas and they enjoy spending their free time with their grandkids.
Kasey is one of DFW’s leading employee benefits consultants. Though his combined experience working on both the carrier and brokerage side of the industry, he has consulted for almost 1,000 different companies. Kasey is highly skilled in designing benefits packages for groups ranging from 2 to 2,000 employees throughout multiple industries. His core competencies include a variety of medical funding arrangements (e.g. fully-insured, level-funding, and self-funding), ancillary benefits (dental, vision, life, disability, worksite, etc.) tax-advantaged accounts (HSA, HRA, FSA), and benefits compliance.
Years in Business
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What We Specialize In
Medicare Supplement Plans
Family & Individual Insurance Plans
Estate Planning, Wills & Trusts
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