About Us

Helping "seniors" 65+ make good decisions for choosing Medicare Supplements and Part D Rx. Since 1989.

How We Got Started

I began working with seniors in Humboldt County, helping them to make good choices for Medicare Supplements and Long Term Care Plans. My business grew and grew to expand to health Insurance for Individuals and small employer groups. Then to Financial Planning! I sold 3/4 of my business in 2008 and became semi retired. I went back to my roots working with seniors only and plan to do this for many years to come. I do not advertise. All of my new clients come from referrals.

Products & Services
I'm always looking for the best deals for my clients. I'm a broker and am contracted with many companies including AARP, Blue Shield, Anthem/Blue ...

Team

owner/broker