Tasha Settles, C.S.A.

People watcher, organizer, music aficionado


Tasha is a native of Rogers and has been a local small business owner for the past seven years. She’s delighted to offer a varied and unique set of skills to people in order to plan for a long life of independence, financial well-being and good health. Her latest adventure is learning to play guitar at an ‘advanced’ age, but she says the challenge is worth it!

Focus: insurance planning for and during retirement, Medicare, life, long term care

Certifications: Certified Senior Advisor, Life and Disability, Long Term Care Insurance


Liz Hatfield

Chiefs fan, beach comber, curious George


Liz is a native of Maryville, Missouri who relocated to Northwest Arkansas in 1983. She’s been an employee benefit broker since 1992 but has recently moved her focus to individuals making the transition from the work environment to retirement. She is a wealth of benefits information for CBI65. This summer she is celebrating the 30th anniversary of winning the Girls Fastpitch National Championship as a member of the Citizen State Banksters. Congratulations Liz!

Focus: insurance planning for and during retirement, Medicare, life, long term care

Certifications: Life and Disability, Long Term Care Insurance, Property and Casualty


Terrie Bolt

Animal lover (except armadillos and spiders), bibliophile, merriment maker

Office ninja

Terrie joined the CBI65 team in 2016 for open enrollment and liked our clients and business so much she stayed on! Terrie worked many years with a local third party claims administrator so we are grateful for her expertise in resolving unpaid and questionable claims. And did we mention she is a lot of fun?

Focus: claims resolution, customer care



Bird watcher, squirrel chaser, general enthusiast

Moxie-STAR medal CROP

Critter getter

Moxie is a member of the Petit Bassett Griffon Vendeen (PBGB)  family. She has successfully completed Puppy Training and has been learning the ropes of greeting guests in an insurance office.

She is a native of Houston, TX but loves her home in Rogers. Moxie is a proud advocate of doggie day care and endorses New Hope Boarding and Grooming who watches after her when things are too busy at the office for a overly eager door greeter.

Focus: greetings, good-byes, showing guests her toys

Certifications: Puppy Training I, officially sanctioned squirrel watcher