About Me

My Story

I started my tax and financial services practice in 2014.  However, in 2017 I decided to focus completely on Medicare insurance and renamed my business from Simmons Financial and Tax Services to Medicare Strategies.  Since that time, I have provided a lot more support to individuals who are transitioning to Medicare and enjoyed myself a lot more.  No more tax seasons!!!  

I never thought I would ever work in the insurance industry.  But after twenty years as a CPA and seven years as a professional chaplain, I find myself in the work that I have enjoyed the most-educating and counseling individuals and couples about Medicare insurance.  It may seem like an unorthodox path to becoming an insurance agent, but I regularly use my financial and counseling skills.  I am thankful to have work that is rewarding on many levels. 

As a Medicare Specialist, I feel a great deal of satisfaction and enjoyment from connecting with other people and knowing that my support and expertise made a difference to them.  Perhaps that is what motivates me to continue improving my ability to communicate my understanding of Medicare.  Over the last eight years, I have spoken with thousands of individuals who have transitioned to Medicare.  My desire is to work with individuals for many years as their Medicare and health needs change.  Hopefully, I will be able to work with you as well. 

My Education and Work

I have been fortunate.  My parents valued education and supported me as I pursued my undergraduate degree.  Although I grew up in Kentucky, I have a Bachelor of Arts in Business Administration from Hanover College in Indiana.  After working in finance for about fifteen years, I decided to take my career in another direction and enrolled at Vanderbilt University Divinity School.  I graduated in 2004 and worked as a full-time chaplain for several years.  Since 2014, I have assisted individuals with Medicare.  The best career decision I have ever made!   Along with being a licensed insurance agent in AL and TN, I still maintain my CPA license.  Although I am currently inactive and do not provide any tax or accounting services