INSURANCE BROKER | HEALTH INSURANCE | LIFE INSURANCE | AFFORDABLE CARE ACT | FINANCIAL PLANNING | ONLINE INSURANCE QUOTE | MAIDEN NC

ABOUT US

Dwayne Wilson Insurance & Financial Planning Services is a licensed insurance broker and financial planning company in Maiden, NC.  Since 1985, Dwayne Wilson and his exceptional staff have been helping people in central North Carolina find affordable insurance options to meet their specific needs.  Need help deciphering the new healthcare regulations or planning for college or retirement?  Dwayne Wilson and his staff are ready to advise you on all matters related to health and disability insurance as well as on protect and grow your financial assets. They have industry leading brands like Blue Cross® and Blue Shield® of North Carolina and Principle Financial Group.  Contact Dwayne Wilson at dwayne@dwaynewilsoninsurance.net or call 828.428.0800 for an insurance or financial planning consultation.

The insurance experts at Dwayne Wilson Insurance & Financial Services can help you find an insurance policy to meet your needs and your budget
We have an A+ rating with the Better Business Bureau

We serve locations across NC, from Maiden to Lincolnton to Mooresville.

OUR STAFF

Jennifer Harman
Jennifer has a Bachelor of Science Degree in Business Administration from the University North Carolina Charlotte. She joined the agency in 2008 and specializes in Individual Medical Plan Design. Her primary focus is in the Senior Market for our customers, making sure that they have the most precise plan for their needs and budget.

Ressa Duke
Ressa has a Bachelor of Arts Degree in Business Administration from University of West Georgia. She joined DWI&FS as an Account Executive in 2010. She brings to DWI&FS over 23 years of experience. Previously Ressa served as an Account Executive for Blue Cross® and Blue Shield® of North Carolina for 22 years. Ressa's responsibilities will include servicing accounts as well as renewal plan design. Ressa is a member of the Western Piedmont Association of Health Underwriters.

Kristin Stober
Kristin has a Bachelor of Science Degree in Business Management from North Carolina State University 1992. She joined DWI&FS as an Account Executive in 2003. Kristin brings to DWI&FS over 19 years of experience. Previously Kristin served as a Producer Manager / Account Executive for Blue Cross® and Blue Shield® of North Carolina. Kristin's responsibilities include servicing accounts as well as claims adjudication. Her primary focus is to make sure that our clients claims are processed accurately and assist in claims appeals if necessary. Kristin is a member of the Western Piedmont Association of Health Underwriters.

Susan Morgan
Susan began her career with DWI&FS in 1995 specializing in Customer Service, Sales Support, and Account Management. Her primary focus as Group Design Coordinator includes retention of current clients, group support, quoting, resolving claims, and billing issues. Susan has over 17 years of experience in the Health Insurance Industry. Prior to joining our team she was the territory manager for Mid-South Insurance Companies. She is a member of the Western Association of Health Underwriters.

Sandy McReev
Sandy began her career with DWI&FS in 2007. Her role as Administrative Assistant includes supporting management's daily functions.

Audra Leonhardt
Audra has been a part of the DWI&FS team since September of 2003, specializing in Customer Service, Sales Support, and Account Management. Her primary focus as Group Design Coordinator includes retention of current clients, group support, quoting, resolving claims, and billing issues. Audra is a member of the Western Piedmont Association of Health Underwriters.

Dwayne Wilson
Upon graduating Gardner-Webb University in Boiling Springs, NC, with a Bachelor of Science Degree in Management Information Systems, Dwayne Wilson began his career in 1985 with Liberty Life Insurance Company. With over 25 years in the industry, Dwayne is committed to servicing his clients' interest and needs. Dwayne is a retired Volunteer Fireman of 21 years from the Maiden Fire Department. He is a past president of the Western Piedmont Association of Health Underwriters and is still very active at the local and state levels. In 2006 Dwayne was inducted into the Blue Cross® and Blue Shield® of North Carolina Hall of Fame. Dwayne has been a Lifetime Qualifier of the NAHU Leading Producer's Round Table.

Dwayne Wilson

Audra Leonhardt

Jennifer Harman

Ressa Duke

Kristin Stober

Susan Morgan

Sandy McReev

Dwayne Wilson
Owner & Producer
 

Audra Leonhardt
Office Manager &
Servicing Producer

Jennifer Harman
Individual Medical &
Medicare Supplement Specialist

Ressa Duke
Renewal Specialist &
Benefits Consultant

Kristin Stober
Claims & Enrollment
Specialist

Susan Morgan
Servicing Producer
& Renewal Specialist

Sandy McReev
Renewal Specialist &
Benefits Consultant