After spending over a decade helping clients with all their retirement needs, I started getting questions about Medicare and how it works. I did not have the answers at the time, but soon would. Once I started working with clients on their Medicare health options, I decided that this is what I want to do. I knew it was important to be client focused, so I constructed a business model that would allow me to do what is in my client’s best interests.

I find that helping those with a fixed income save money on their medical costs a worthwhile venture. So I moved on from the investment world and now solely focus on helping seniors with their Medicare health options. I have a local office in Saratoga Springs, but I am always willing to find a way to help clients wherever they reside.