About the Team

“I could not be more proud of the team we have assembled and the partners we work with day in and day out” 

David Schaeffer,

CEO, American Retirement Advisors

The Advisors

David Schaeffer

David Schaeffer

CEO

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.

Marc Frye

Marc Frye

Nevada State Director

Bringing over 30 years of industry experience, he is the Nevada Director of Healthcare & Retirement Planning, and spearheads our Las Vegas office.

Tammy Semler

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!

David Edge

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

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.

Trudy Mercante

Trudy Mercante

Advisor / Planner

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

The Planning Team

American Retirement Advisors’ Financial Planning Team, with Tom Bugbee, Jody Dunn, Trudy Mercante, and Suzette Whipkey, is led by Nancy Monaco-Ball. They take care of Medicare, Long-Term Care, Life, Retirement Planning, and Investments. She and her team manage every aspect of our financial clients‘ needs for a worry-free retirement.

The Support Team

Ian Schaeffer

Ian Schaeffer

Director of Operations

With a background in Process Engineering, it’s no surprise that Ian has taken over as Director of Operations!

Thea Schaeffer

Thea Schaeffer

Director of Marketing

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

Judi Lovato

Judi Lovato

Practice Manager

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

Adam Frye

Adam Frye

Advisor / Property And Casualty Specialist

He works closely with Marc to ensure our Nevada clients’ Medicare and Retirement Planning needs are met. He is also working diligently to build out our forthcoming property and casualty tool set!

Judy Shandler

Judy Shandler

Client Care Specialist

Hers is the first voice you hear when calling our office. Whether it be answering a complex question, or giving directions… Judy’s enthusiasm in helping our clients is truly contagious!

Herman Lovato

Herman Lovato

Booking Specialist

He schedules convenient meeting times for our clients and advisors.

Adnett Candela

Adnett Candela

Administrative Assistant

She does more than greet you at the front… she also works diligently to prepare our advisors to better serve you each and every visit.

Joe Kinney

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.

Bob Scott

Bob Scott

Information Technology Guru

As our Director of IT, we thank him for keeping our computers, phones, and all other systems up and running no matter what!

Chris Stapleton

Chris Stapleton

Administrative Assistant

Learning the ropes of Client Care and application processing will keep her busy for a while!