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

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Medicare Information

Medicare, run by the Centers for Medicare & Medicaid Services, helps pay for inpatient hospital care and other medical services.

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Required Forms

New to Medicare? Leaving employer coverage? Wondering how to set up a account? We have you covered.

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Social Security

Social Security encompasses Old-Age, Survivors, and Disability Insurance (OASDI) in the United States.

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Retiree Roadmap

A step-by-step guide to the retiree health insurance process.

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COBRA or Options

COBRA stands for Consolidated Omnibus Budget Reconciliation Act. It acts as an extension to your current Group Health Plan.

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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.

How it helps you


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.

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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.

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States Served



Professional agents



Years in Medicare



Insurance plans offered

Meet your Senior Account Advisor


Jason Stevens CEO

License # 0H96797

Jason Stevens was born and raised in Santa Barbara. He graduated from San Marcos High School, where he played water polo and football, and left for college at California State University, Fresno. Jason says, “I have been a retiree specialist since I was three feet tall.” As the youngest son of Ray and Sandra Stevens, he has acquired the passion and dedication to provide quality coverage and overwhelming service to all clients.

When the new Affordable Care Act revision was implemented, Jason created partnerships with numerous corporations and health organizations to ensure their clients have the coverage necessary to fit their needs. He also oversees the recruiting, training, and support of agents working with Stevens & Associates. In his spare time, he coaches football and wrestling at his alma mater. He is also a wonderful cook.


Jarret 'Jordan' Futch

Jarret 'Jordan' Futch Agent

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.

Gabriela 'Gaby' Chard

Gabriela 'Gaby' Chard Agent

CA License # 4233518

CO License # 756120


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.

Leonardo 'Leo' Marquez

Leonardo 'Leo' Marquez Agent

License # 4248233


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.

Lynne Monds

Lynne Monds Agent / Customer Service Representative

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.

Dani Chard

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

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

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

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.

Ed Holdren

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.

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