About Me
I first entered the insurance business in 1982 as an independent agent for life & health insurance. I completed studies with The College for Financial Planning in 1987, earning the designation “Certified Financial Planner.” After working in two different offices selling all many types of insurance, I opened my own business, Planning & Benefit Consultants in 1989 with an emphasis on group health insurance for companies with 1 to 100 employees. After many years in that business, I became increasingly interested in the senior (Medicare) market, and with the launch of Medicare Advantage products nationwide, I began to shift my focus to Medicare.
While I still service some company health plans in New England and maintain a spot in my Westport office for client service, I have personally relocated to North Fort Myers Florida and continue to focus primarily on the Medicare-related products. I am currently contracted with many different carriers for Medicare products and can represent clients in FL, MA, RI, ME, CT, OH, NC, and SC.
My goal is to help people make the right coverage decisions for their individual needs, and help take the confusion and stress out of their Medicare decisions.