Professional Services
Medicare Solutions
As a Medicare specialist, I help clients understand their options and find the coverage that best fits their needs. I work with top carriers including Aetna, Humana, Transamerica, Mutual of Omaha, and Blue Cross Blue Shield.
Retirement Planning
I provide personalized retirement strategies focused on protecting assets and creating reliable income streams. My approach emphasizes managing risk to ensure financial security throughout retirement.
Insurance Services
Medicare Supplement (Medigap) Plans
Medicare Advantage Plans
Life Insurance
Long-Term Care Planning
Final Expense Insurance
My Career Journey
JOURNEY
After entering the insurance industry in 2005, I spent seven years learning the business before founding Insurance You Keep in 2014. Recently, I celebrated my 20th anniversary in the industry by opening Valley Forge Medicare in Phoenixville, Pennsylvania.
Throughout my career, I’ve helped over 2,500 clients find the right insurance and retirement solutions for their unique needs. My commitment to client service has earned me recognition in the top 1% of financial professionals by the Million Dollar Round Table Top of the Table.
for