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As a Certified Senior Advisor® and Group Health Insurance Specialist with over 30 years of experience, I founded Your Senior Advocate™ to help individuals, families, and businesses navigate one of life’s biggest transitions: retirement.
Unlike call centers or one-off advisors, we become your “HR for Life.” That means when you work with us, you’re never left alone to figure out when to take Medicare or Social Security, how to secure your retirement savings, or what insurance and care options are right for you. We walk with you through every stage of the journey — from your working years into your golden years.
Earners of the Certified Senior Advisor (CSA)® designation have demonstrated advanced knowledge in the multiple processes of aging. CSAs understand how to build effective relationships with older adults because they have a broad-based knowledge of the health, social and financial issues that are important to older adults. Through certification, Certified Senior Advisors agree to uphold the highest ethical standards for the benefit and protection of the health and welfare of older adults.

Personalized guidance on Medicare, Social Security timing, retirement planning & protecting your nest egg.

We support other insurance brokers and agencies by helping them with our senior care expertise.

Helping HR departments manage aging employees with compliant education and transition programs.

Broker training and certification programs to become a trusted Senior Advocate™ in your community.
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