

Raised in rural town of Cashmere (E. WA.)
Lived in Bothell for the last 17 years.
Married, 3 children (25, 23, 16) and 2 foster children (8, 5).
University of Washington Business School Degree, cum laude.
Served as US Navy officer 11 years (6 active/5 reserve).
16+ years in the Insurance Business
CLTC (Certified Long Term Care planner) since 2010.
I’m a referral-based agent.
Personal Business Philosophy:
My mission is to help individuals and their families help protect their financial security and plan for their futures. I recognize that my clients’ needs and priorities change over time, and I am dedicated to being there to serve you with integrity every step of the way.
A nationwide insurance marketing company headquartered in Austin and Kansas City. We specialize in the mature market. Our veteran leadership team has over 115 years of experience serving our “Greatest Generation”. With dedicated regional and district offices across the country ready to serve the unique and specific needs of those 55 and older.
We Specialize in These Main Areas:
Medicare – Medicare Supplements – Medicare Advantage – Prescription Drug Plans – Final Expense – Term, Whole, Universal Life & SPWL – Cancer Specific & Hospital Indemnity Plans – Long Term Care Insurance & Planning – Tax Deferred Retirement Accounts – Immediate Income Streams – Investment Advisory Services through our partnership with Anchor Financial LLC.
Companies I Represent: (access to over 200+ companies)
Mutual of Omaha, United Health Care, Humana, Aetna, Allianz, Americo, Royal Neighbors, John Hancock, North American, Athene, Pacific Life, just to name a few.

Raised in rural town of Cashmere (E. WA.)
Lived in Bothell for the last 17 years.
Married, 3 children (25, 23, 16) and 2 foster children (8, 5).
University of Washington Business School Degree, cum laude.
Served as US Navy officer 11 years (6 active/5 reserve).
16+ years in the Insurance Business
CLTC (Certified Long Term Care planner) since 2010.
I’m a referral-based agent.
Personal Business Philosophy:
My mission is to help individuals and their families help protect their financial security and plan for their futures. I recognize that my clients’ needs and priorities change over time, and I am dedicated to being there to serve you with integrity every step of the way.
A nationwide insurance marketing company headquartered in Austin and Kansas City. We specialize in the mature market. Our veteran leadership team has over 115 years of experience serving our “Greatest Generation”. With dedicated regional and district offices across the country ready to serve the unique and specific needs of those 55 and older.
We Specialize in These Main Areas:
Medicare – Medicare Supplements – Medicare Advantage – Prescription Drug Plans – Final Expense – Term, Whole, Universal Life & SPWL – Cancer Specific & Hospital Indemnity Plans – Long Term Care Insurance & Planning – Tax Deferred Retirement Accounts – Immediate Income Streams – Investment Advisory Services through our partnership with Anchor Financial LLC.
Companies I Represent: (access to over 200+ companies)
Mutual of Omaha, United Health Care, Humana, Aetna, Allianz, Americo, Royal Neighbors, John Hancock, North American, Athene, Pacific Life, just to name a few.
Let us help you live a healthy, happy,
stress-free retirement.
Give us a Call
(253) 244-5520
(425) 678-1251
Send us a Message
About Us
Our company has been serving clients for 8+ years. We not only love what we do but we love who we serve. Whether you are looking for Medicare plans, Life insurance or Financial services, etc. The Medicare Exchange is the go-to company for all of your retirement needs.
Opening Hours
Monday - 08:00-5:00
Tuesday - 08:00-5:00
Wednesday - 08:00-5:00
Thursday - 08:00-5:00
Friday - 08:00-5:00
Saturday & Sunday - BY APPOINTMET ONLY
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Let us help you live a healthy, happy,
stress-free retirement.
Client Testimonials
About Us
Our company has been serving clients for 9+ years. We not only love what we do but we love who we serve. Whether you are looking for Medicare plans, Life insurance or Financial services, etc. The Medicare Exchange is the go-to company for all of your retirement needs.
Opening Hours
Monday - 08:00-5:00
Tuesday - 08:00-5:00
Wednesday - 08:00-5:00
Thursday - 08:00-5:00
Friday - 08:00-5:00
Saturday & Sunday - BY APPOINTMET ONLY
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