About the Team
Josephine "Jo" Wolfrey
Medicare Specialist 954-288-7313
jowolfrey.medicarespecialist@gmail.com
Jo and her husband Danny have been married for 25 years, they have 2 grown daughters and reside in Fort Lauderdale, Florida. Jo has been in the service industry for almost 40 years with American Airlines as a flight attendant, recruiter and instructor. She has always enjoyed meeting the needs of others and now has transitioned her career as a licensed insurance agent.
Jo has always had a heart for the elderly. And now, as she finds herself and her husband approaching Medicare eligibility, she delights in helping people transition into Medicare and understanding their options. It is her honor and privilege to share her knowledge and expertise and make it as simple as possible for her clients.
Rachel Beach Smith
Medicare Specialist 941-716-9116
rachelsmith.medicarespecialist@gmail.com
Born in Michigan, Rachel made her move to Venice, Florida in 1984 and graduated from Venice High School in 1993. After high school, she relocated to Vancouver, Washington, where she began her career in the automotive industry. Rachel dedicated herself to the Hannah Motor Company from July 1993 to June 2019, working her way up through various roles within the dealership. Her most notable position was as the General Manager of the Kia franchise, where she proudly served for 13 years. Throughout her career, Rachel focused on cultivating long-term relationships with clients, vendors, and employees, with the highlight being the successful “Kia Team” she built during her time with the Hannah’s.
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Rachel's passion for protecting families ignited in 1997 when she became Life licensed. Upon returning to Florida, she decided to pursue this passion further and became a licensed Life and Health Broker in 20 states and specializes in Medicare. She is dedicated to building lasting relationships with her clients and committed to helping seniors gain a comprehensive understanding of the differences between Advantage Plans and Original Medicare. Rachel can also write life, cancer, long term care, and annuities for her clients.