Stateline Senior Services was founded by Bill McCloskey having a wealth of experience serving over 10,000 senior citizens in Connecticut over the past 35+ years.
Expertise in helping his clients with the Three Pillars of Retirement Planning:
- Protect their wealth and ensure that it lasts.
- Preserve their assets against the risks of retirement, such as stock market and long term care risks.
- Distribute the highest income with the least amount of taxation.
Bill's dedication to the senior community is evident in his 30 years of experience. He has undergone the completion of a 22 part program of study in financial, physical, emotional, and personal issues of aging. This continuing education helps Bill provide relevant and current advice to clients.
Bill graduated from Eastern Connecticut State University with a bachelor degree of science in economics. He lives with his wife Wendy and has four children, Kate, Elizabeth, Billy and Garrett. Bill enjoys spending time with his family and volunteering for the Macie Grace Foundation.
Meet Our Team
We are a team of dedicated professionals, ready to do what ever it takes to meet your insurance needs for the retired and soon to retire
Bill is the founder of Stateline Senior Services. He has a wealth of experience having served over 10,000 senior citizens in Connecticut over the past 35 years. Bill works primarily with our investment clients, handling all financial matters for annuities and investments as well as estate preservation, long-term care, and life insurance.
Bill has four children and one grandchild. He enjoys traveling, snowmobiling, and Misquamicut Beach when he’s away from the office.
Kate McCloskey has been working at Stateline Senior Services since 2015. She started as a client service representative, but within her first year at the company earned her license to sell Life and Health Insurance in the state of Connecticut. She is now one of our leading Medicare advisors.
Kate has a passion for teaching and helping people, and she brings these qualities to her client interactions. She understands the stresses and concerns associated with transitioning to retirement and truly enjoys helping people understand their options and have more peace of mind. Kate views it as a privilege to work with the senior population, and works with integrity, professionalism and a kindhearted nature when collaborating with and advising clients.
When she is not at work, Kate enjoys reading, writing, hiking with her dog Benny, and most importantly, spending time with her husband and children.
She is a dedicated professional who would be happy to answer any questions you may have regarding what Stateline Senior Services has to offer!
You can reach Kate at firstname.lastname@example.org
Or schedule an appointment with her by calling 860-749-0482
Michelle has worked at Stateline Senior Services since January of 2006. She handles all financial applications, marketing, licensing, planning, and oversees the operation of the agency day to day. Michelle lives in Somers with her husband Tony and has three children and three grandchildren. She enjoys spending time with the kids, cooking, traveling, and the beach.
Jeff is a Navy Veteran who upon returning from service worked for Hallmark Cards, Inc. for 33 years before retiring from his Purchasing Manager role in 2014. He‘s an active member of the Somers Lions Club, serving as President for 7 of the 15 years he’s been involved.
In his spare time, Jeff enjoys traveling and hiking with his wife Barbara as well as golfing and woodworking.
Sam has been working at Stateline Senior Services since 2018, where he is a Senior Advisor, helping clients with their Medicare and Financial options.
He graduated Bryant University in 2016, where he studied Actuarial Mathematics and Finance.
Sam enjoys working with clients and finding ways where he can best help with their insurance and financial needs.
In his free time Sam enjoys playing basketball, golfing, hiking, and spending time with family and friends.
Mickey graduated from Ashford University in 2017 with a degree in Human Resources Management. She has over 30 years experience in customer service, office administration and management. She enjoys creating a positive environment for Stateline clients and strives to bring the best in service while assisting them.
Mickey is married to her husband Shawn and has one son. When away from the office, she is active with a local Fife and Drum Corps playing the fife, traveling, Renaissance fairs, and antiquing.
Naomi (Amy) Clark
Naomi “Amy” Clark joined our team in Spring 2022.
Amy graduated in 1995 from University of Valley Forge in Phoenixville PA.
She comes to us with over 20 years’ experience in Organizational Leadership. Half of this time was in Community Health work and disabilities.
She loves to support people in their need and see them succeed.
Amy is a Massachusetts native and enjoys spending time with her husband, adult sons and teen daughter.
Brendan recently joined the Stateline Senior Services family as a Senior Advisor.
Brendan is a recent graduate from Western New England University receiving a bachelor’s degree in marketing.
He enjoys working with the company because of the friendly team environment and camaraderie.
In his free time, Brendan enjoys playing golf, watching sports, and spending time with his family and friends.
Kristina has worked for Stateline Senior Services since January of 2019. She is part of the client service team and enjoys assisting clients.
She is currently in school pursuing a degree in business. When she is not at work, Kristina is spending time with her three children. She likes to travel, hike and watch her kids play in sporting events.
Chery recently joined the Stateline Senior Services family. She has over 25 years’ experience in customer service.
She enjoys assisting and supporting our clients when they have needs.
When not in the office, Chery enjoys spending time with her husband, son, and her two grandchildren. She enjoys traveling, going on hikes with her dog and in the warm weather spending the weekends with her grandchildren by the pool.