About Me:
Enjoyed living in Gig Harbor/Tacoma for over 25 years.
Married to my college sweetheart for 31 years. We have 2 grown children.
Received my Bachelor of Science degree in Finance from Arizona State University.
I have completed six (26.2mile) marathons and an avid weekend athlete.
I'm licensed Insurance Producer in the state of Washington, as well as many other states.
I’m a referral-based agent.
Personal Business Philosophy:
I have over 20 years’ experience in the financial services industry ranging from designing financial plans for a New York based securities investment company to being a co-founder of an independent Registered Investment Advisory firm in Scottsdale, Arizona. I have also served as Treasurer on a non-profit board for over 8 years and launched a successful startup company in the South Puget Sound area.
I am dedicated to providing professional, objective financial advice to help my clients make personalized financial decisions that are in their best interest while making sense for their personal goals and life stages.
True North Retirement Solutions in partnership with American Senior Benefits:
A nationwide insurance marketing company headquartered in Austin and Kansas City. We specialize in the mature market. Our veteran leadership team has over 115 years of experience serving our “Greatest Generation”. With dedicated regional and district offices across the country ready to serve the unique and specific needs of those 55 and older.
We Specialize in These Main Areas:
Medicare – Medicare Supplements – Medicare Advantage – Prescription Drug Plans – Final Expense – Term, Whole, Universal Life & SPWL – Cancer Specific & Hospital Indemnity Plans – Long Term Care Insurance & Planning – Tax Deferred Retirement Accounts – Immediate Income Streams – Investment Advisory Services through our partnership with Anchor Financial LLC.
Companies I Represent: (access to over 200+ companies)
Mutual of Omaha, United Health Care, Humana, Aetna, Allianz, Americo, Royal Neighbors, John Hancock, North American, Athene, Pacific Life, just to name a few.
About Us
Our company has been serving clients for 14+ years. We not only love what we do but we love who we serve. Whether you are looking for Medicare plans, Life insurance or Financial services, etc. True North Retirement Solutions is the go-to company for all of your retirement needs.
Contact Us:
Tacoma: (253) 244-5520
Lynnwood: (425) 678-1251
Opening Hours
Monday - 08:00-5:00
Tuesday - 08:00-5:00
Wednesday - 08:00-5:00
Thursday - 08:00-5:00
Friday - 08:00-5:00
Saturday & Sunday - BY APPOINTMET ONLY
True North Retirement Solutions is the doing-business-as name of The Medicare Exchange LLC.
SMS communications and other services offered under the True North Retirement Solutions name are provided by The Medicare Exchange LLC DBA True North Retirement Solutions.
True North Retirement Solutions is not affiliated or endorsed by the federal Medicare program. Calling our phone number will connect you to a licensed broker who is trained and certified to help you review the plan options available in your area. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options
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© Copyright 2025 TRUENORTH RETIREMENTSOLUTIONS | All Rights Reserved | Privacy Policy