About Us
Robert J. Dragon
PRESIDENT, FSR, 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.
Stephanie Jacques-Kleine
Stephanie joined the Dragon Financial Services team in the summer of 2023. She is a licensed Life, Accident, and Health Insurance Broker specializing in group and individual benefits, annuities, and long-term care benefits. She has over a decade of experience and emphasizes customer care and education in the health benefits sector.
Stephanie has an MS in Organizational Leadership and Management from Antioch University, New England.
Stephanie is an avid equestrian and enjoys new opportunities on horseback whenever the sun is shining. She wholeheartedly believes that a healthy community is the foundation of healthier individuals. Her mission is to support individuals and business owners in attaining a custom benefit portfolio that is sustainable and suitable for short and long-term goals.