Upstate New York business owner and entrepreneur, Jane Ahrens, knows the importance of finding and retaining talented employees, and balancing their need for quality benefit plans with the needs of an organization. Jane partners with upstate New York businesses to help secure benefits with good value for both the employer and employee.

Bill has over 11 years of experience helping individuals to address their unique concerns, challenges and goals for their financial future. His professional qualification include; Series 7 & 63 registrations, NYS Life, Accident and Health and he has acquired his Property and Casualty License for home, business and auto insurance needs. Bill focuses on full financial plans, life and long term care insurance and Medicare.

Advisory services are offered through Kingswood Captial Partners, LLC Member FINRA/SIPC. Advisory through Kingswood Wealth Advisors, LLC. Health and Wealth Advisors and the above firms are independent and non-affiliated.  Medicare, Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Kingswood Captial Partners, LLC Member FINRA/SIPC. Advisory through Kingswood Wealth Advisors, LLC.

Natalie Bianchi joined her brother and mother in the insurance field in 2013 as the administrator of the office. She now focuses on helping individuals with their Medicare and under 65 Health Insurance needs.

Tina joins her mother, Jane at the Ahrens Benefits Company, after having worked part-time with her as a Medicare Specialist for the past several years. With her background in teaching, Tina is able to clearly educate her clients about the complexities of the ever-changing healthcare arena.

Before joining Health & Wealth Advisors Sean worked at Paychex as a commercial insurance agent for 8 years with a focus on insurance solutions for small and medium sized businesses. Sean leads our property and casualty division which providing full insurance needs assessments, review of your current policy, and quotes from multiple insurance carriers. Call or schedule an in person one on one meeting.

Niccolo joined Health and Wealth Advisors in 2021. He brings 15 years of professional leadership experience with several companies including: Paychex, JP Morgan Chase, and Yahoo. His customer focus and reliability serve his clients well as he works to ensure they are informed and cared for.

Diane found her passion in the insurance industry after her successful career in retail department store management for many years. Helping families and business owners with their insurance needs is excited to have expanded into helping Medicare clients as well. Excellent customer service and helping you understand your insurance needs and coverages is very important to Diane. A NY State Agent/broker in personal, commercial, life insurance and Medicare, please Email or call her today to see how she may help you and your family!

Carrie Wood
[email protected]

Carrie has worked in the health insurance industry as a group administrator for the last 15 years. In addition to working with small employer groups, Carrie recently began working with Medicare clients as well. Carrie knows how to get the answers that often frustrate business owners who do not have the time to spend time on the phone with the insurance companies.

Carrie serves the broader community through her membership with the National Association of Health Underwriters Western New York Chapter.

Education & Credentials

Licensed Health, Life, Accident Broker: NY

Medicare Certification, America’s Health Insurance Plans

BA’s in History and Social Studies

Dawn Hoefler joined Health Wealth Advisors in 2019 as our administrative assistant. It will be Dawn’s smiling face and helpful demeanor who will greet you whether or not you call in or visit us in person.