Scottsdale Office
8501 E. Princess Dr.
Suite 210
Scottsdale, Arizona 85255
(602) 281-3898
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Summerlin Office
10161 Park Run Dr.
Suite 150
Las Vegas, Nevada 89145
(702) 852-1417
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Americans with Disabilities Act
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Company History
Originally founded in 2001 as American Senior Advisors. We updated our name in 2010 to American Retirement Advisors. Then we expanded to the internet with our family of 123 Easy websites.
American Retirement Advisors provides a holistic approach to retirement. We look at every aspect of your life. We learn where your important interests lie. We talk about friends and family. Then we discuss your health and the health of who you are closest. From there we look at the 8 major areas that affect a comfortable retirement: Protection; Healthcare, Disability and Long Term Care, Life insurance, Property and Casualty Insurance. Finances: Investments, Legal programs, Loans and Mortgages, Taxes.
123EasyHealthInsurance.com offers you the easiest most comprehensive insurance comparison tools available on the internet. You can shop, compare plans side by side, and make a purchase from the convenience of your computer. Compare every major plan; narrow your choices by premium, deductible, carrier and plan type, instantly.
Our Team:
David P. Schaeffer American Retirement Advisors 8501 E. Princess Dr., Suite 210 Scottsdale, AZ 85255 602-281-3898 Marc Frye Healthcare and Retirement Planning Professional Nevada State Director [email protected] 702-610-2622Our Advisors:
David Edge
Executive Vice President Income, Legacy and Medicare Planner [email protected]Sharon Colbert-Groves
Client Care Healthcare and Medicare Planner [email protected] Rachelle Sanchez Client Care Healthcare and Medicare Planner [email protected] Trudy Mercante Income, Legacy and Medicare Planner [email protected] Our Planners: Jody Dunn Client Care, Financial Planning Administrator [email protected] Nancy Monaco Client Concierge Income, Legacy and Long Term Care Planner [email protected]Our Support Team:
Thea Schaeffer Director of Marketing t[email protected] Herman Lovato Director of Scheduling [email protected] Judi Lovato Practice Manager [email protected] Robert “Bob” Scott Technical Operations Manager [email protected] Suzette Whipkey Internal Administrative Supervisor [email protected] Ian Schaeffer Ui/Ux/ Integration Manager [email protected]
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Get the “top selling” book on Medicare
“Medicare Made 123 Easy”
David P. Schaeffer
For over 15 years, David Schaeffer has been advising folks just like you on how to navigate the mysteries of Medicare. Thousands of retirees including past employees of American Airlines, Banner Healthcare, Boeing, Honeywell, IBM, Intel, Pitney Bowes, and the State of Arizona have gone to Mr. Schaeffer for his expertise in transitioning from group and individual health plans to Medicare.
In both 2013 and 2014 
he was selected for inclusion in the publication America’s Select Financial Planners. Also in 2014 and 2015 American Retirement Advisors was honored by 
INC magazine as the 4th fastest growing company in Arizona. Mr. Schaeffer lives in Cave Creek with his wife, Thea, and their two children; when he’s not busy educating retirees on ways to preserve their quality of life, he likes to work on lowering his golf handicap.
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”
The Advisors
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
Nevada State Director
Bringing over 30 years of industry experience, he is the Nevada Director of Healthcare & Retirement Planning, and is the managing partner of our Las Vegas office.
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
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.
Trudy Mercante
Advisor / Planner
A full-service advisor helping our clients from coast-to-coast.
Kyle Jacobs
Junior Advisor
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! Welcome Kyle the newest memeber of the advisor team.
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
The Support Team
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
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.
Adam Frye
Advisor / Online Enrollment 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
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
Booking Specialist
He schedules convenient meeting times for our clients and advisors.
Brady Cavaluzzi
Client Care Specialist
He does more than greet you at the front… He is always ready with a quick joke, and a cup of joe, he also works diligently to prepare our advisors to better serve you each and every visit.
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
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!