ABOUT ME
Stefanie Surganty
Independent Health Insurance Specialist
After several years in the financial sector, I recognized a desire for more meaningful, people-focused work. The birth of our first daughter was a turning point. It inspired me to pursue a career where I could make a direct impact, be present for my family, and contribute to something I care deeply about: helping individuals navigate the complex world of health insurance.
Today, I work closely with those who are retired, self-employed, or self-insured to provide sound, informed guidance on both individual and Medicare health plans. I’m committed to being a true resource—staying current on changes in the health insurance market so I can provide insight-driven financial direction through every stage of your life.
My work isn’t just about finding you a health plan, it’s about building a relationship based on trust, support, and real human connection. Over the years, many of my clients have become true friends.
A hands-on, personalized approach is what sets me apart. I offer flexible scheduling, prefer face-to-face conversations—whether in-person or virtual—and take the time to fully understand your unique situation.
Life In Motion
While I enjoy traveling, there is no place like home. Being raised in Colorado, I’m passionate about hiking, skiing, fishing, and all things mountain life. I usually have a dog or two in tow during my outdoor adventures. (And yes, one of our dogs does ski with me! Ask me to send you a video.)
My husband and I are proud parents of two amazing—and active—daughters who keep us busy with sports and School of Rock performances.
I love discovering new coffee shops—and revisiting some of my favorites. I’ve had the pleasure of trying coffee all over the world, and I will never turn down a coffee meeting, which is why I offer a “meet for coffee” appointment option.
Let's Find the Right Plan for You
Insurance can be confusing, but you don’t have to figure it out alone. I’ll help simplify the process and guide you toward coverage that gives you peace of mind.