About Our Staff
Joseph Cisco, President
Joseph began his career in the financial services industry after he obtained his Bachelor’s Degree in Business Administration in 1990 from Widener University. He started his career with Prudential where he worked for 10 years, until he started his own company back in 2001. He holds Pennsylvania, New Jersey, Delaware, Maryland, Florida, Texas and Tennessee State insurance Life, Health and securities 6 & 63 licenses. Mr. Cisco has extensive background working with Individuals and small Businesses over 20 years with a special focus on Health & Life insurance.
Mr. Cisco was born in Delaware County and raised in Aston since 1958. Joe has been in business in Aston for the past 16 years. He has raised four sons and has two grandchildren. He was a coach for the Aston Youth Soccer League for 12 years. He was a past president and now is a current director for the Aston Business Association and a member of the Chichester Business Association. Joe is a current member of the Delaware, Chester & Western Delaware County chamber of commerce.
Joe has built a knowledgeable team of professionals to help navigate through the complex world of insurance, financial and tax challenges. He takes pride in the level of customer service he and his staff can offer anyone in need of their services.
Adam Cisco, Account Executive
Adam Cisco joined Caise Financial in 2006 as an Insurance Producer. He has his Pennsylvania, Delaware & New Jersey license in Life and Health Insurance. Adam specializes in handling Group, Individual, & Life Insurance. He also helps Seniors with their Insurance options. His goal is to keep Caise Financial’s clients informed on the ever changing insurance market. He continues to update his job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Adam manages the day-to-day activities for Caise Financial & builds business relationships through networking events. His focus is client relationships, building the business & sales.
Adam is a member of the Delaware County Chamber of Commerce and the Aston, Delaware County & Chichester business associations. He volunteers his spare time with coaching youth basketball and is an assistant coach for Chichester High School basketball. He is a long-time resident of Delaware County, Pennsylvania. Prior to joining the sales team at Caise Financial Adam was in the United States Navy serving our country aboard the USS Eisenhower and USS Kennedy.
Donna Simpson, Office Manager/Administrative Assistant
Donna was born and raised in Southwest Philadelphia moved to Delaware county in 2001. Donna has worked for Caise Benefits for over 8 years with the title of Office Manager/Administrative Assistant. Her responsibilities include processing all paperwork; handling any questions and/or problems regarding Individual, Group Plans and Medicare policies, ensuring that all changes to these plans are completed as per the client’s request. She must keep compliant with all current insurance changes and regulations. She is certificated and up to date with all required testing through the Health Care Market Place.
Donna has been working in the administrative Insurance field for over 15 years. She also worked for John Hancock for many years which started her knowledge and experience in the insurance industry.
Donna provides a level of customer service and satisfaction that is unsurpassed in this industry and provides each client with a personal touch which is a rarity in today’s fast paced automated society.
Michelle Presta, Administrative Assistant
Michelle was born in Delaware County and has lived in Aston since 1983. She attended Millersville University; she worked at Crozer for 12 years which started her on the journey of having 15+ years in the healthcare and customer service industries, before joining Caise Benefits in 2014.
As Administrative Assistant, her responsibilities include processing paperwork and handling any questions and/or problems regarding Individual, Group and Medicare policies. Michelle acts as a liaison between clients and the insurance carriers and understands the importance of confidentiality and client satisfaction. Michelle builds and preserves the relationships we have with our clients by maintaining contact throughout the year to ensure customer satisfaction.
Dan combines eight years of working as a benefits broker with sixteen years experience working for two national health insurance carriers as his foundation for helping clients to achieve their insurance goals. He takes his job very seriously. He knows that health care costs are amongst the largest expenditures businesses and families are struggling to pay. Therefore, it is all the more imperative that you are working with a professional who is fiscally responsible, knowledgeable of the key benefit carriers and the breadth of plan designs to find comprehensive yet cost effective coverage.
His goal is to help educate his clients to make informed decisions regarding their benefits. Most people are completely overwhelmed when faced with selecting benefit coverage. He seeks to simplify the process by highlighting the key features of plans so you are able to compare fundamental differences and costs. You also want to partner with a company who will be there throughout the year to answer questions and protect your interests.
Dan has his undergraduate degree from Temple University. His wife is a senior health care executive focused on improving outcomes at a national long term care provider. He has a daughter who just graduated from Temple with honors and a son studying in California. He is a resident of Narberth and has been very active in his neighborhood civic association. When not working he enjoys biking along the Schuylkill River Trail and hiking.