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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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
marc@ARA123.com
 702-610-2622 

Our Advisors:

David Edge

Executive Vice President
Income, Legacy and Medicare Planner
edge@ARA123.com

Sharon Colbert-Groves

Client Care
Healthcare and Medicare Planner
sharon@ARA123.com
 
Rachelle Sanchez    
Client Care
Healthcare and Medicare Planner
rachelle@ARA123.com
  
Trudy Mercante
Income, Legacy and Medicare Planner
trudy@ARA123.com
  
 
Our Planners:
 
Jody Dunn
Client Care, Financial Planning Administrator
jody@ARA123.com
 
Nancy Monaco    
Client Concierge
Income, Legacy and Long Term Care Planner
nancymonaco@ffig.com
  

Our Support Team:

 Thea Schaeffer
Director of Marketing
thea@ARA123.com
 
 Herman Lovato 
Director of Scheduling 
herman@ARA123.com
 
Judi Lovato 
Practice Manager
judi@ARA123.com
 
Robert “Bob” Scott  
Technical Operations Manager
bob@ARA123.com 
 
Suzette Whipkey 
Internal Administrative Supervisor
suzette@ARA123.com
 
Ian Schaeffer 
Ui/Ux/ Integration Manager
ian@ARA123.com
 

 

 

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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 2014AmericasSelectSymbol_PMS281 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” 

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 is the managing partner of 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.

Kyle Jacobs

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 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 / 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

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.

Brady Cavaluzzi

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

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!