Individual and group health, dental, and life insurance servicing Mount Vernon, Burlington, Anacortes, and all of Skagit County.

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About Us

 

sharon

Sharon Hansen, LUTCF
Owner
Sharon@sharonhansen.com

 

My desire to help people is what first brought me into the business of insurance and investments and the personal rewards are what keep me involved.

I began my insurance career in 1980 with Bankers Life and Casualty and in 1981 formed Heritage Financial Group, Inc. and became an independent insurance broker. I am dedicated to assisting my clients in finding the right product for their needs. I will determine what you need, and most importantly what you want, then match you with the product that best fits those needs.

Through the years I have been very active in Skagit Women in Business (SWIB).  I sat on the Skagit Women’s Alliance and Network Board (SWAN), two different terms and the last term was holding the fundraising Chair position for 7 years. My late husband, Jim and I went to New Orleans and helped to build a playground through a national organization called KaBoom!.  They have a simple philosophy, “No child should grow up without a playground to play on”. I have held many different positions, from President on down, with the National Association of Insurance and Financial Advisors (NAIFA) for my entire career. I am also a member of the Washington and National Association of Health Underwriters (WAHU & NAHU).

I have 5 boys and 7 grandchildren. They all keep me very busy. I am an avid baker and love to cook.  I was unexpectedly widowed in the fall of 2015, and I am still learning to navigate through life on my own.

 

Kelim Markey
Licensed Agent – Se Habla Español
Kelim@sharonhansen.com

 

Passionate to ensure that our clients receive the best services and products our company can provide. I found my purpose working with people willing to commit and develop a better self, every day.

I grew up in a small town in the Venezuela, I got my Bachelor’s Degree in Accounting and Finance at the University of the Andes – Trujillo, VE. 2010

I joined Heritage Financial Group, Inc, in March 2018 and immediately pursued obtaining my Washington Health Insurance Producer License.  Prior to joining the team, I began my career working as an accountant for Perija Group, CA., a transnational company dedicated to the commercialization and distribution of consumer products. My experience in accounting involved working with different business fields in a fast-paced environment.

I’m trained to use different marketing techniques to grow business, and I was also able to develop my interpersonal skills by listening to my client’s needs. Most importantly my job entails that I make sure that the clients are satisfied with the products and the company.

We will work with you, one-on-one, to educate you on how health insurance works–from acquiring a plan to understanding your plans benefits, and to how it can be used to pay for medical expenses. In the end, we hope to educate you on the current marketplace and to provide you with the information needed to choose a plan of insurance that best meets your financial and medical needs.

What makes Heritage Financial Group, Inc unique is we focus on quality insurance products with professional services. With our firm, you as the customer, can literally walk in and shop among the nation’s leading carriers for a health insurance product that best fits your individual, family, small and large business needs.

We recognize that no two individuals, families or businesses are alike – and the type and level of coverage needed will be equally unique. We will help you to obtain the best possible plan at the best possible price for the most comprehensive coverage.

Jessica Aguilar
Office Manager – Se Habla Español
Jessica@sharonhansen.com