Meet The Team Behind
American Retirement Advisors
“From my viewpoint… I could not be more proud of the team we have assembled and the partners we work with day in and day out. These are the people that make providing financial certainty to our clients 123 Easy!”
– David P. Schaeffer
“They offer a kind word and friendly voice when folks call in or visit any one of our offices.”
– Ian Shaeffer
Our advisors are the top of the industry. Awarded as the best of the best by trade and compliance organizations alike. The planning team is comprised of product experts and Certified Financial Advisors assuring our clients the highest level of education and certification in preparation of our retirement plans.
Our team is assembled as a diverse group of individuals who bring their strengths together to serve our clients’ needs. We have experts in accounting, document preparation, data management, data processing, engineering, nursing, marketing, strategic planning, financial planning, and client care.
These folks touch every aspect of our clients’ journey. Our client care team are experts in understanding the worries and concerns of our clients.
David Schaeffer, Founder and CEO of American Retirement Advisors, is a published author and nationally recognized speaker with over 20 years of experience. He launched 123EasyMedicare to simplify retirement planning and expand transparency in insurance. David’s holistic approach includes Medicare, retirement income, long-term care, and estate planning. He has personally guided over 18,000 individuals through CMS-approved workshops. Renowned for his unbiased advice, he specializes in Medicare, Social Security strategies, and inheritance planning, helping Americans retire with clarity and confidence.
David P. Schaeffer
Chief Executive Officer
Marc D. Frye
Senior Advisor (Nevada)
Marc Frye has been guiding clients in Medicare and retirement planning since 1987, building on a legacy from his father’s insurance practice. With over 30 years of experience, he now leads the Las Vegas office, providing expert, personalized strategies to individuals nationwide.
Sharon Groves
Healthcare Advisor
With 25 years of executive experience across government and private sectors, including work with the Pentagon and Commerce Department, Sharon Groves brings over a decade of Medicare advisory expertise. She patiently supports retirees in understanding their healthcare choices with clarity and compassion.
Senior Advisor
Kyle Jacobs
With 15 years of client-focused experience, Kyle Jacobs is a Certified Medicare Planner® specializing in legacy planning, Medicare, and retirement preservation. He delivers knowledgeable, personalized guidance tailored to each client’s financial journey.
David Edge
Senior Advisor
David Edge offers 35+ years in financial operations and leadership, including executive roles at Dollar Financial Group and Banco Popular. He served 12 years on FiSCA’s national board, influencing compliance and regulatory standards industry-wide.
Adam Frye
Client Outreach Specialist
Adam Frye, a Certified Medicare Planner®, provides informed, friendly guidance to new clients and plays a key role during Medicare’s Annual Enrollment Period.
Ian Schaeffer
Director of Operations
Ian Schaeffer uses his process engineering background to streamline workflows, manage budgets, and lead strategic operations. He also strengthens the firm’s brand online and provides expert guidance in Medicare, inheritance, and financial planning.
Thea Schaeffer
Director of Marketing
With two decades in Las Vegas and Chicago advertising, Thea blends artistic skill with strategy. A published illustrator and Director of Creative Strategy, she creates high-impact designs and targeted ads that elevate brand visibility and drive interest in retirement planning.
Hannah Dunn
Client Care Specialist (AZ)
Hannah Dunn provides warm, personalized support throughout the retirement planning process-by phone, email, or text she ensures every client feels informed and valued.
Desiree Quick
Reception / Client Care Specialist (NV)
Desiree’ Quick offers warm, reliable service and is committed to learning each client’s needs, enhancing their retirement experience with thoughtful, attentive care.
Micah Larkin
Director of Carrier Relations
Micah Larkin maintains strong carrier relationships, ensuring quick, effective support for clients. From applications to billing concerns, he provides a friendly, responsive experience throughout their Medicare journey.
Joe Kinney
Data Processor
Joe Kinney’s management experience supports secure, efficient data handling. He ensures every client application is processed accurately and reliably.
Judi Lovato
Practice Manager
If you have an inquiry, Judi works behind the scenes, expediously answering your emails and concerns with confidence and compassion.