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 to Medicare Strategies (which I later renamed Medicare Transition Advisors-Don't worry. No more name changes).  Since that time, I have focused solely on supporting individuals who are transitioning to Medicare.  I have also enjoyed myself a lot more.  No more tax seasons!!!  

I never thought I would work in the insurance industry.  But after twenty years as a CPA and seven years as a chaplain, I have found myself in the work that I have enjoyed the most--educating and counseling individuals 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 receive 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.  My desire is to work with individuals for many years as their Medicare and health needs change.  Hopefully, we can work together as well. 

My Education and Work

I have been fortunate.  My parents valued education and supported me as I pursued my undergraduate degree.  I I have a Bachelor of Arts in Business Administration from Hanover College in Indiana.  After working in finance for several years, I decided to take my career in another direction and enrolled at Vanderbilt University Divinity School.  I graduated in 2004 with a Master of Divinity degree and worked as a full-time chaplain for about seven years.  In 2014, I began assisting individuals with Medicare.  There is no doubt, it has been 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.  I currently have an inactive status, which means I don't have to keep up with certain educational requirements.  Since I no longer provide tax or accounting services, I am happy to avoid those requirements.