Partner, Health Insurance Advisor
Nancy joined her husband, Ron Courser, in the financial services industry more than 16 years ago. She worked for Haworth and Herman Miller in the office furniture industry for over 20 years prior to making a career change into the health and life insurance field.
Her interests quickly gravitated toward helping people with their health insurance needs such as Medicare, individual health insurance, long-term care and many others. She is the “go to” Medicare expert at several senior centers, estate planning offices, and teaches community education classes entitled “Medicare Made Simple”.
Ron and Nancy have two adult children and five grandchildren. Her interests include: baking her “soon to be famous” oatmeal raisin dipped in white chocolate cookies, active involvement in their local church, and caregiver for her mother.
She is a native Michigander and graduated from Western Michigan University. She is a life-long learner and continues to build on her field of expertise and areas of personal interest.
She is an independent health and life insurance advisor and has established a network of professionals to assist her in providing accurate and timely information.
Associate, Health Insurance Advisor
Kristin Rocheleau joined our team in May of 2021. She is a graduate of Davenport University, obtaining a bachelor’s degree. She is committed to helping and assisting our clients and comes with a long history of customer service. She loves being part of a team and solving problems along the way. She has experience working at Mercy Health in Human Resources and most recently with a medical staffing company.
Kristin works as an independent agent with clients educating them on Medicare choices. Working with Medicare, Medigap, Medicare Advantage, Part D plans, Individual Health Plans, Life Insurance and Final Expense Insurance, she also hosts seminars and webinars to educate on a variety of insurance topics.
In her free time, she enjoys outdoor activities, traveling, taking her dog to the lakeshore, and spending time with family and friends. She and her husband love exploring Grand Rapids and trying new restaurants. She is originally from the Kalamazoo area.
Associate, Health Insurance Advisor
Client Services Director, Health Insurance
Amy joined the Cornerstone team in June of 2022. She is a business, communications, and marketing professional with over 30 years’ experience working in both business-to-business and educational settings. She is committed to providing excellent customer service and handling private client data with confidentiality and integrity. Amy works as an independent agent, educating clients on their health insurance choices. She works with Medicare (Medigap, Medicare Advantage, and Part D plans) as well as Individual Health insurance and ancillary plans such as Dental, Vision and Hearing, Hospital Indemnity, and Final Expense.
Her goal is to ensure that our clients receive clear, timely communication and understand their options, so that they can be confident they have selected the right plan for them. She believes in educating our clients so that they know which insurance products are available to them as their insurance needs evolve and change.
Amy was born and raised in Grand Rapids and is a graduate of Calvin College. She and her husband have two daughters and two energetic black labs. A recently retired “soccer mom,” Amy loves to spend time with her family and friends, as well as their dogs, especially somewhere on the water. She also enjoys being active and adventuring to new places with her husband.
Client Services Coordinator, Health Insurance
Beka joined Cornerstone Retirement Partners’ Health Insurance Made Simple team in June of 2023. She is a young professional with experience in customer service who recently graduated from Calvin University’s business program.
She works closely with the team to ensure every client has an excellent experience. In addition to scheduling appointments, she maintains client records and assists with insurance accounts.
Beka is originally from the Chicago suburbs, but she decided she liked Grand Rapids so much that she stayed here after graduating in 2022. She enjoys spoiling her cats, Kaz and Juni, and she is a proud, self-proclaimed cat lady. Beka loves crocheting, playing games, doing puzzles, and spending time with her friends.
Cherie supports the health insurance team with administrative responsibilities (data entry, supplies, client correspondence). She is married and a retired educator who is blessed with two children and three grandchildren. She also enjoys walking, playing tennis, traveling, and spending time with family and friends in her leisure time.
Our team’s mission is to make the health insurance process simple and to be a lifetime, local resource for our clients. We treat our clients with care, respect, and dignity, while also helping them through some of the most stressful times of their lives. We are committed to providing education and a high level of customer service, so our clients will be confident in choosing their insurance plan, certain we will be accessible to answer any questions, and secure in knowing we will be there in the future if their needs change.
We promise to make health insurance shopping simple. We’ll do it your way. We explain everything in simple to understand language and help you avoid some common pitfalls when you transition from group health insurance to an individual plan.
We help with Medicare (turning 65 or first eligible), supplemental plans including Part D prescription drug coverage, and Marketplace plans (under age 65). We’ll even help you qualify for a subsidy on the marketplace if you’re eligible. We also help with Dental, Vision, Hospital Indemnity, and Long-Term Care Insurance.
We commit to getting you signed up at the right time, making sure you know the difference between specific products, and won’t let you make guesses about your coverage. Our number one goal is to help you understand your benefits, cost, and coverage.
With almost two decades of experience, we are subject matter experts and can provide you with options from multiple carriers taking into consideration your health history, doctor(s), and prescription drug needs. Our expertise will help equip you with the knowledge, facts and critical thinking skills needed to make wise and well thought out decisions.
We offer a yearly review during the Annual Enrollment Period to ensure your plan continues to meet your medical and prescription drug coverage needs.
Think of us as your one-stop shopping resource. Your health is everything in retirement. Why not let us help you find the right path and help you chart your future course with confidence and peace of mind?