Amanda is a licensed and trained insurance broker, specializing exclusively in Medicare. She is certified with many top Medicare Advantage, Prescription Drug and Medicare Supplement insurance plan carriers and is qualified to answer any questions you may have. At no cost, she will help you find a health plan that best suits your personal healthcare

Deb’s focus is on helping seniors with their Medicare Advantage plans, and also specializes in helping people who have both Medicare and Medicaid (Medi/Medi).  The Medicare business is a family dynamic – her stepson worked for UnitedHealthcare and recruited her husband, Larry Roberts, as an internal agent with UnitedHealthcare.  As Larry’s business grew, he added

Mark graduated from St. Cloud State University, with a major in business management, and a minor in marketing.  He spent 30 years as a Marketing Rep for Federated Insurance.  During his tenure he focused on helping businesses with their commercial and group health insurance.  He recently shifted that focus to Medicare specific insurance.  He specializes

Jose has an AA in Nuclear Medicine and a Bachelor’s degree in Business Administration, with an emphasis in Marketing.  He used those degrees to build a thriving career in medical sales for over 40 years.  Those sales included Nuclear Medicine, MRI, Cardiac CT, Gamma Knife, Cyberknife and Linear Accelerators.  After Jose retired in 2017, he

Janet has her Associates of Science in Child Development.  She also holds her Health and Life licenses.  She began working in insurance in 2007, as an Employee Benefit Consultant.  Then several years later, started her own insurance agency, GWT Insurance Services.  She works closely with special needs trust attorneys and fiduciaries.   She decided to join

Jay graduated from the University of Iowa in 2007.  He has worked in the insurance industry for over a decade, and has specialized in Medicare since 2018. He is contracted with all the major carriers in the area and offers a full range of products and services to his clients, including Medicare Advantage, Medicare Supplements,

Robert, or Bobby to his friends, graduated from Madison High (San Diego) in 1984.  He has worked in several different trades in construction, as a sub-contractor, and has always been able to stay busy.  He has worked with laying tile, lath and plaster, electrical installation, framing and painting, and ironwork.  He was a superintendent for

Elizabeth attended the University of the East – Manila, Philippines, with a Bachelor of Science degree in Business Administration, with a major in Management.  She also studied business and finance at Napa Valley College.  She has been an insurance agent for New York Life Insurance since 2011.  Elizabeth has been a Consistent Council Agent for

Financial & Insurance Professional: Licensed Health & Life Insurance Agent 10/2005 to Present Responsibilities include providing an efficient as well as an effective solution based consulting service, as an extension of delivering creative financial and insurance solutions with value-added guidance along with above and beyond post advocacy support. Overall, the foundation of my service is

Helping people sort through the confusion of Medicare, gives Donna a great sense of accomplishment and satisfaction. She specializes in Medicare Advantage plans for her clients. Donna was born in Culver City, and moved to south Orange County in 1966.  She currently resides in San Juan Capistrano with her husband, Lance.  They have been married