Who We Are
Independent Insurance Consultants
As an independent agency, we represent most of the major health insurance companies, like United Healthcare, Assurant, Blue Cross Blue Shield, Aetna, Cigna, Kaiser Permanente, and more. Whether you need medical, dental, ancillary, life or Medicare Supplement coverage,
we can find a plan for everyone.
Healthcare reform has made getting, keeping and utilizing health insurance more confusing than ever. Changes are occurring constantly and we are dedicated to keeping up with them.
We specialize in helping Medicare beneficiaries understand the complexities of
Medicare supplement plans and advise clients on how to navigate through the
many choices and options available to them.
Allow us to educate you about what you are paying for and help you compare plans …
and find one that suits your needs. Give us a few minutes to design an affordable plan specifically for you and/or your family, with no obligation.
We focus on providing the information you need to make informed decisions about
your insurance. We are compensated by the insurance companies, therefore there is no additional cost for our services.
Meet The Team
Owner & President
Karen is a lifelong entrepreneur and has started, ran and sold businesses for more than 30 years. Now, she has dedicated her time to helping both small business owners and individuals understand the current options available when it comes to their health insurance.
She has become an expert in Medicare products and will provide unbiased and objective advice to those clients who are in the Medicare system, whether they are turning 65, currently have Medicare or are under 65 with disabilities.
When Karen isn't helping people with their insurance or shamelessly spoiling her grandkids, you can find her in her (organic) garden, making jewelry, scrapbooks or cooking up anything from food to laundry soap. She is also an avid reader and environmentalist who believes in supporting local businesses.
Co-owner & Sales
Steven started working in the insurance business two years ago and after joining his mother’s business, has quickly become the resident expert in individual health insurance for people under 65.
He knows the unique and rapidly changing individual market and can help individuals navigate and overcome the challenges of today’s marketplace. He understands that there is not one size that fits all in health insurance and finds the best solution for each individual.
When Steven isn’t helping people with their insurance, he can be found fishing, trying to grow the hottest chili peppers and playing with his rescue dog, Kron.
Specialties: Health Insurance, Critical Illness insurance, Accident Insurance, Dental Insurance, Group Health Insurance and Travel Insurance.