Frequently Asked Questions

What are your work hours?

My typical work days and hours are Monday – Friday, 9:00 A.M. – 5:00 P.M. During this time, I meet with individuals. I also respond to phone calls, texts, email messages and contact form requests during work hours.

My availability to meet outside the listed work hours is flexible. If you prefer a weekday evening or Saturday morning appointment, I am flexible and will do what I can to accommodate your schedule.

Unfortunately, I am unable to accept walk-in business.

To make an appointment, please call or text 704-897-7899. You may also email me at or complete a contact form

What is your experience in helping individuals with Medicare?

I have been assisting and advising individuals with Medicare since 2010.

For five years, I was a volunteer counselor with the Seniors Health Insurance Information Program (SHIIP), which is a federal and state program overseen in North Carolina by (North Carolina Department of Insurance).

Following my volunteer experience, I worked for approximately one year as an independent consultant, in which I charged an hourly fee.

In 2016, I changed my approach so that I could advise individuals without charging an hourly fee. I did this by becoming a licensed agent in North Carolina and establishing contracts with  a variety of insurance carriers. I preferred to work independently in order to offer an array of Medicare plans from various insurance companies.

Every year, I complete a number of certification and licensure requirements. The North Carolina Department of Insurance, the Centers for Medicare and Medicaid Services (CMS) and each insurance carrier to which I represent have certification or licensure requirements.

In addition to the requirements, I remain engaged and actively involved throughout the year with organizations and resources that allow me to remain current on any changes that occur with the Medicare program and Medicare plans.

Where are you located?

I work out of an office in my home, which is located in the Courtyards on Lake Norman, 16212 Lakeside Loop Lane, Cornelius, Mecklenburg County, North Carolina.

Why should I get help from you?
  • I am a professional with integrity and concern for the clients I serve.
  • I specialize and focus solely on the Medicare Program and the plans it offers.
  • I have many years of experience in this field of health insurance.
  • I assist individuals with the entire Medicare process, which allows me to be a one-stop shop for Medicare plans.
  • I provide continued support and become a valuable resource to my clients long after the enrollment process.
  • I am conveniently located in the Charlotte/Lake Norman area. However, I can assist any resident of North Carolina.
Where do you meet with current and potential clients?

I am able to meet with individuals in a variety of places. For me, it is important to meet where it is most comfortable and easiest for my clients. Optional places for a meeting:

  • Virtual: Telephone or Video
  • Client’s or family member’s home.
  • Public place (i.e. coffee shop, library, etc.)
  • My home office.
Are there costs to meet with you?

There is no cost to meet with me. 

My income is earned when I enroll an individual into a Medicare plan in which I am appointed and contracted with the carrier. The insurance carrier pays me a commission.

I am not a captive agent, which means I am not employeed by an insurance company.

As an independent agent, I contract with insurance companies (Aetna, Blue Cross/Blue Shield, Cigna, Humana, United Healthcare, Wellcare) to represent and sell their plans.

I have a large portfolio of a broad range of Medicare plans (40+) from different insurance carriers to offer my clients. The only health insurance I handle is Medicare.

Do you work for Medicare?

No. I do not work for Medicare.

I have completed the licensure requirements mandated by the Centers for Medicare and Medicaid Services (CMS) to sell Medicare products.

My Medicare question is not on this list?

If you have additional questions about me or regarding Medicare, please feel free to contact me via or by phone (704) 897-7899. You may also send a text to this phone number.

Can I change my Medicare plan?

Yes. An enrollee may change their Medicare plan. Some of the most important factors to consider are:

  • Your financial situation
  • Do you have preferred providers?
  • Are you taking prescriptions? If so, what are they?
  • Do you travel?
  • Do you have health issues?
  • At what time of year and why are you wanting to make a change?

There are rules to consider and different periods when an enrollee can join or change a plan. It is wise to seek professional advice before you change your plan.

Please contact me if you are unable to find an answer to your question or if you have additional questions or concerns.


Call or Text: 704-897-7899