David Schaeffer

Chief Executive Officer

He is the epitome of “Do as I do.” He works tirelessly for our clients whether it be meeting 1-1  in the office or teaching classes. You are sure to always find Mr. Schaeffer hard at work.

David Edge

Executive Vice President

He brings over 30 years of executive level experience in the financial services industry. When he is not helping clients plan for retirement, he is writing for our blogs, books, and radio show.

Sharon Groves

Senior Advisor

Many of our clients know her as a trusted Medicare advisor. When she is not helping clients, she is educating them at our many workshops.

Tammy Semler

Advisor | Mesa Branch

Her expertise goes beyond just Medicare. As a full-service advisor, she can help clients in either Scottsdale or in Mesa!

Trudy Mercante

Advisor / Planner

A full-service advisor helping our clients from coast-to-coast.

Kyle Jacobs

Advisor | Municipality Healthcare Specialist

Many of our clients met Kyle during the Annual Election Period. He had such a good time helping all of our clients save on thier plans for next year he decided to stick around and learn how to help folks year round!

Thea Schaeffer

Director of Marketing

Director of Marketing… but, Client Care, Strategic Planning, and just about everything else comes her way.

Judi Lovato

Practice Manager

Queen of “behind the scenes,” Judi is invaluable as our Practice Manager.

Loraleigh Drummond

Director of Public Relations/ Beneficiary Box Coach™

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Micah Larkin

Production Manager

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Joe Kinney

Data Processor

Detail-oriented and reliable, he brings his management experience to our data processing department. We can count on his expertise to continuously improve our processes and keep our data accurate.

Hannah Dunn

Client Care Specialist – AZ

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