As a licensed insurance agent and CPA, I have worked in the financial industry for over 20 years. I have a BA from Hanover College (1989) and a Master of Divinity from Vanderbilt University (2004). I have educated and assisted individuals with Medicare decisions since 2014.
Frankly, I never expected to work in the Medicare insurance industry. However, my background as a CPA and former chaplain have created a strong foundation for this type of work. As a CPA, I am able to help you understand the financial aspects of Medicare. My experience as a chaplain helps me support you with the emotional aspects of transitioning to Medicare. When you combine by previous experiences, I believe they allow me to bring a unique perspective to this type of work.
As my philosophy states, I am here to “prepare you to make confident Medicare insurance decisions.” Whether I am working with an individual or husband and wife, my priority is to educate you regarding Medicare benefits and the options you have for receiving those benefits. Therefore, I want to give you the ability to make Medicare decisions that are BEST suited to meet your needs.
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