One person you can call for it all
My work covers a lot of ground: Medicare, ACA marketplace plans, hospital indemnity, accident policies and group health plans. I also help families with trusts through Legacy Lock and with life insurance and wealth planning through MacroPG, and I help businesses with employee benefits.
I built this site so all of it lives in one place, with one person you can call.
Medicare can feel complicated, so I do extensive training every year to know the plans and benefits, so you don’t have to. And when it comes to health insurance, my help comes at no cost to you.
We can meet wherever you’re comfortable: my office in Farmington, another location across northern Utah, your home, by phone or on Zoom.
What makes this work so fulfilling is the connection I build with people. Medicare and estate planning can feel heavy and complicated. I love sitting with clients, breaking down the details, and watching that overwhelming feeling turn into clarity and relief. Knowing that I am helping families secure their future while building a secure future for my own children is the greatest reward.

