Welcome to KW Consulting Inc.
Your Personal Insurance Benefit Advisor. We help protect your tomorrow.

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Biographies

Kelly Walter

President

Kelly Walter, President of KW Consulting, Inc., has over twenty years of health care insurance and benefit consulting experience.

In her practice, she assists individuals and families with health insurance programs and Medicare plans suitable for one’s coverage needs and budget. Walter is certified in Ohio on the Healthcare Marketplace/Federal Exchange for individual insurance plans.

Kelly has extensive background in the senior/Medicare products market and obtains her yearly America’s Health Insurance Plans (AHIP) Medicare Advantage and Part D Plan Certification along with numerous independent appointments from top national and regional insurance carriers.

Prior to starting her own consulting firm, Kelly held positions in business development, marketing and sales at regional and national health insurance carriers and hospital-based systems across the Midwest. She has a widespread understanding of underwriting practices and risk management. Kelly also spent several years in marketing and communication positions for both the for-profit and non-profit sectors providing a wide range of marketing communications, promotional, project planning and management of benefit-based communications.

Kelly frequently speaks at various business organizations and employer groups, assisting retirees and early retirees with health care planning into their retirement years. She works closely with CPAs, financial wealth advisors and estate planners in assisting mutual clients with planning for long term health care needs.

Kelly holds her Bachelor of Arts (BA) in Organizational Management and Communications from Concordia University, St. Paul, Minnesota. She is also an active member of the National Association of Heath Underwriters (NAHU). A native of central Minnesota, Walter is an honorary Ohioan and resides in Burton, Ohio with her husband and two daughters.

Annemarie Wenner

Account Manager

Annemarie Wenner serves as KW Consulting’s Licensed Account Manager. In this role, she oversees servicing of existing accounts and management of renewal activity and coordination of open enrollment communications with our clients. She also works as a liaison with our carrier partners and supports marketing and inventory control responsibilities.

Whether she is assisting a client with a claim billing issue or working with a client’s provider’s office in understanding Drug Formulary changes, Annemarie has a hands-on, client-first focus and has sought additional responsibilities over her past eight years with the firm. Annemarie is a proven resourceful team player with demonstrated talent in identifying, improving and streamlining internal workflow processes.

Annemarie has served in a variety of roles prior to joining our firm, including her role as an Elementary/Middle School Music Teacher for a private Catholic school. She worked with Pre-School-8th grade students and was responsible for the expansion of a robust theater program for students. She has also worked in marketing/graphic artist and executive assistant positions over the course of her career.

Annemarie obtained her Associates Degree in Business Management from Lakeland Community College.

Annemarie and her husband and son reside in Geauga County and enjoy traveling, outdoor adventures and are involved in a variety of ministries through their church and local iSTEM school programs.

Annemarie’s email is:   and she can be reached at our main office number: 440.834.0684.

Sara Patterson

Sales Support

Sara Patterson serves as our Sales Support Team Member. She plays a critical role in initial client set-up and outgoing communications for new clients. She assists in the maintenance of marketing materials, provides assistance with existing client renewals, as well as working with our numerous carrier partners for client servicing tasks and administration.

She supports the maintenance of our CRM database and provides critical support to our open enrollment activity for both our Medicare and private market population.

A native to Geauga County, Sara graduated from Slippery Rock University with a Bachelor of Science in Public Health and a Minor in Psychology. Sara’s background includes internships with the Pennsylvania Public Health Administration, as well as social service positions with an achievement/respite camp for children with disabilities and several years in the hospitality industry.

Sara enjoys spending time with family and friends and is an avid runner, heavily involved in coaching junior high and high school track and cross country. She enjoys outdoor adventures and traveling whenever she can.

Sara’s email is:   and she can be reached at our main office number: 440.834.0684.