Medicare Resource Program
Your employer provides our Resource Program to assist Medicare eligible employees and retirees.
All services are provided without cost or obligation.
On Demand Videos
Short educational videos regarding the important topics around Medicare, Medicare Supplements, Medicare Advantage, and Medicare Part D
Medicare Information
Medicare, run by the Centers for Medicare & Medicaid Services, helps pay for inpatient hospital care and other medical services.
Required Forms
New to Medicare? Leaving employer coverage? Wondering how to set up a Medicare.gov account? We have you covered.
Social Security
Social Security encompasses Old-Age, Survivors, and Disability Insurance (OASDI) in the United States.
Retiree Roadmap
A step-by-step guide to the retiree health insurance process.
COBRA or Options
COBRA stands for Consolidated Omnibus Budget Reconciliation Act. It acts as an extension to your current Group Health Plan.
Unique VIP Service
Our 4 pillar client resolution system is designed to provide a systematic approach to finding positive resolutions from a whole team of customer service specialists.
Stevens Advantage
Stevens & Associates was established in 1984 by our president Gerald “Ray” Stevens. Ray has been a top level producer since his very first year in the insurance business.
Group VS Medicare
If your employer has less than 20 employees, you may want to enroll in Medicare Parts A and B, since most small group plans pay as though you have Medicare.
50
States Served
100+
Professional agents
40+
Years in Medicare
50+
Insurance plans offered
Meet your Senior Account Advisor
Jason Stevens CEO
License # 0H96797
Jason Stevens was born and raised in Santa Barbara, CA. He graduated from San Marcos High school, where he lettered in Water Polo, Football, Wrestling, and Track, and then went on to study at Fresno State. Jason has lived and breathed insurance because he was always involved in the business since he was a child. “I have been a Medicare specialist since I was 3 feet tall,” he says.
Jason is both AHIP and ACA certified and has received the highest ranking award by the National Association of Benefits and Insurance Professionals, a "Soaring Eagle". Jason has received continual recognition for creating nationally recognized client retention strategies and for unprecedented innovation in the industry. In addition to working with international corporations implementing Medicare Resource programs in the states, he is also the main contact for a number of world renowned medical facilities to help qualify the cases deemed "uninsurable".
Agents
Jarret 'Jordan' Futch - Senior Account Manager
License # 4000027
Jordan was born and raised in Madison, Wisconsin where he worked on a vineyard in the summers. He came to Santa Barbara in 2016 to play volleyball for SBCC. He enjoys listening to music, wine tasting and playing pool with his friends.
Leonardo 'Leo' Marquez Senior Account Manager
License # 4248233
LANGUAGES: SPANISH
Leo has lived in Santa Barbara for almost 30 years and absolutely loves this community. For years he has volunteered as a soccer coach at AYSO with the goal of helping children & teens understand the game. He is blessed to work in a field that allows him to guide and help others make the right decision. When he is not working he enjoys spending his time at church and with his family. He loves the outdoors and can't stay away from playing tennis, soccer or simply jogging the Goleta trails and beaches.
Keith Kim - Account Manager
License # 0G72140
Keith spent twelve years as an independent agent with Stevens & Associates before relocating to Ojai, where he joined the team as an in-house agent. He is passionate about the benefits of excellent medical coverage, particularly for seniors, and the exceptional customer service that Stevens & Associates is known for. Outside of work, Keith enjoys cooking, shopping with his beloved partner, taking long walks whenever possible, and fly fishing.
Lynne Monds - Agent
License # 0G03303
Lynne is a coastal Californian, born in the San Francisco Bay Area, then migrating down the coast to the seaside town of Santa Barbara, CA where she now resides. Beginning her career as a laboratory chemist after graduating from the University of California, Berkeley, Lynne later made a career change to chemistry sales. Eventually, Lynne arrived at her present calling in health insurance sales in 2006. In 2008 she joined the agent team of Stevens and Associates Insurance Agency, Inc. where she is currently employed. In her spare time, Lynne enjoys being outdoors, gourmet cooking, and grilling.
Jeffrey P Levy - Account Manager
License # 4338113
Jeff has over 10 years of experience in customer relations and more than 3 years in the insurance industry. His passion for helping others began early, as he took on the role of primary caregiver for his mother and grandmother from a young age. With a lifetime of experience advocating for others, Jeff is driven by a strong desire to positively impact his community. Outside of work, he enjoys playing guitar and composing music, a hobby he has pursued for over 20 years. On weekends, he loves to unwind by playing music and taking nature walks.
Dani Chard Agent
License # 0B54958
Dani has been a licensed agent with Stevens & Associates Insurance Agency, Inc. for over 11 years. Dani specializes in Medicare Supplements and Retiree Benefits. Dani is passionate about helping others, which is what makes her the “PRO” when it comes to wading through the Medicare & Retiree Benefits systems that can be very challenging. Dani takes pride in walking each client through every step to ensure that they are receiving the best coverage available for their needs. Dani and her husband were both born and raised in Santa Barbara, and have been fortunate enough to raise their 2 children in the same community they both love. Dani enjoys the outdoors and spending time with family and friends.
Gary Campbell Agent
License # 0C87320
Gary is very knowledgeable in the healthcare field with more than 30 years’ experience, his passion is helping people protect themselves & their health.
The healthcare world can be challenging to understand, Gary realizes this so he takes the time & patience to explain in layman’s terms a health insurance policy.
Gary saw the world while serving his country in the US Navy, he grew up & resides in Ventura County with his bride Brigitte & two dogs. Gary enjoys camping (in an RV) while enjoying the beautiful outdoors, including wine tasting.
Karen Davis Agent
License # 0D05310
Karen Davis began her insurance career with Stevens and Associates in August 2000 as a life and health insurance agent. She is a full-service agent, providing group and individual insurance products. She helps her clients make informed decisions about their insurance needs for Long Term Care, Medicare Supplements, Retiree Health Benefits, Major Medical health plans, Accident, Critical Care and Cancer policies. Since insurance can be time-consuming and sometimes confusing, Karen understands what policies are available and how much coverage is sufficient for their needs. Clients include retirees from Santa Barbara Bank & Trust, General Motors, Raytheon, and Santa Barbara City College. Karen attended college at California State University at Long Beach with an emphasis in Business Finance and Business Law. She lives in Santa Barbara with her husband Scott and they have raised five boys. When not working, she attends Calvary Chapel of Santa Barbara and enjoys time with her family paddle boarding, snow skiing, camping and deep-sea fishing.
Theone 'Toni' Holdren Agent
License # 0I95620
Santa Barbara has been Toni’s home for over 50 years. She began volunteering in the PTA while her 3 sons, Clay, Dare, and Rand attended Foothill School and later continued on through San Marcos High School. Toni was a founding member of the Goleta Youth Basketball Assoc. and instrumental in getting the Page Youth Center funded and off the ground. She is still an active member of the Assistance League of Santa Barbara still today. Toni was also the owner of Breakaway Travel for over 10 years. She and her husband Ed, have traveled extensively, enjoying the cultures and people from all parts of the globe. Today Toni is a Retiree Insurance Specialist. After navigating the maze of Medicare, Toni decided to get her Health Insurance license to help make it easier for seniors to understand Medicare and Medicare Supplemental Insurance. Toni continues to travel in her free time and she loves spending time with friends and family, especially playing with her three grandsons and granddaughter.
Charles "Ed" Holdren Agent
License # 0I91623
Ed was born in San Bernardino, CA and graduated from San Marcos High School in 1963. Later, he graduated from UCSB with the class of 1970. Ed started his career as a Licensed General Contractor in California over 40 years ago. Shortly after, he added the profession of Licensed Real Estate Agent and Broker to his resume and has been in that industry over 30 years. Ed is highly involved in our community and as a result, has been named Goleta’s “Man of the Year” in 1982 and then again in 1984! Ed was also named “Man of the Year” for Santa Barbara in 1989. Then in 1992, he was also inducted into the SBART Hall of Fame. Ed is a proud founding member of the Page Youth Center and is also the owner of “Holdren’s Steak and Seafood” (est. 2002). Most recently, Ed has been an Independent Insurance Agent with Stevens & Associates and specializes in group retiree health insurance. Ed enjoys spending time with his wife Toni of 45 years, his sons, and grandchildren. When Ed is away from the office he is often golfing, traveling, and coaching football.
Gabriela 'Gaby' Chard Agent
CA License # 4233518
CO License # 756120
LANGUAGES: SPANISH
Gaby grew up in Santa Barbara but now lives in Colorado. She strongly believes in senior care advocacy which is why she is in the health insurance industry. Gaby began her career at Stevens & Associates as a customer service representative and with hard work and determination she quickly became an agent. She takes pride in being a resource for her clients and helping them navigate the insurance world. In her free time she enjoys staying active, being outdoors and enjoys spending time with her husband, her two dogs, and her family.