About Us
Robert J. Dragon
PRESIDENT, CLTC
As a Plymouth native, I take great pride in the services I provide to the community where I work and live. I will share some of my experiences over the last 30 years. To begin with, I am an active participant in many insurance and financial organizations in NH. I have for several years been appointed to the Advisory board of Blue Cross and Blue Shield of NH, advocating new products and services in the healthcare community, and receiving several industry awards including the National Sales Achievement Award.
I have spoken at many seminars, including local Rotary and Chamber of Commerce forums throughout the lakes and mountain regions of NH. I have met with local and national leaders such as John Sununu, Jeb Bradley, and Newt Gingrich, specifically addressing health care reform in New Hampshire.
I have helped co-authored and write insurance training manuals for Kaplan Publishing / Dearborn Financial in Chicago IL, addressing and updating changes and trends in the health insurance marketplace and their associated products.
If you're looking for local service, and a local person (not just an 800 number) who works and lives where you do, I invite you to visit me and discuss your insurance needs.
Support Team
The support team at Dragon Financial Services LLC offers over 30 years of combined customer service experience. Tobi and Amy are lifelong residents of the Granite State and have spent their careers working for local insurance providers.
Specializing in troubleshooting a variety of Group, Member, and Provider inquiries, their knowledge in this field, sense of urgency, and attention to detail will ensure that your experience with our company will be exemplary.
We look forward to providing you with the personal service you deserve.
Misti Dragon
VICE PRESIDENT
My career and experience as an insurance broker began over 20 years ago. I have held many positions with local carriers and recently led the Northeast Broker Services and Spending Accounts Teams for Anthem, BCBSNH. I have been passionate about this industry for as long as I can remember, and look forward to helping our clients navigate their health and wealth options. In addition to being an influential leader in the brokerage community, I am committed to supporting our local demographic, offering Employer Sponsored Plan options, and specializing in all plan types in the Senior Market. Whether through health events, donations, or volunteering, I appreciate the client relationships built by delivering cost-effective health and wellness solutions to everyone in our great state. When I’m not traveling the Granite State, you will find me home with my family, entertaining and planning our next adventure.