About Me:
I was born and raised in Seattle. Graduated from the University of Washington in 1978 with a degree in Communications.
My wife and I were college sweethearts. We were married for 34 years until she passed away in 2013.
I have two adult children, a son and a daughter.
I have been working with Seniors for the last 26 years.
I have been a successful Insurance Producer for the last ten years being named Agent of the Year twice.
I’m a referral-based agent.
Personal Business Philosophy:
Quality customer service means everything. Helping with your Medical and financial needs means that I am there when you have questions and need help the most. I want to make sure that you have what you need and understand how to use it. When planning your retirement, I want to help so that you can retire secure and worry free. I want you to look upon me as an Asset Protector, providing you with the benefits that YOU are looking for.
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