Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

Derek with his daughter, highlighting a personal, family-first approach to insurance guidance.

What We Offer

I’m a licensed life and health insurance agent who works with multiple insurance carriers. I help you compare options, answer questions in plain language, and assist with applications — without being tied to a single company.

  • I help individuals and families understand and apply for life insurance coverage, including term and permanent options. As an independent, licensed agent, I work with multiple insurance companies so we can look at different approaches and find coverage that makes sense for your situation.

    I’ll walk you through how policies work, what to consider, and help with the application process when you’re ready.

  • I specialize in Medicare. I help individuals who are approaching Medicare eligibility or already enrolled understand their coverage options, enrollment timelines, and next steps.

    I work with multiple Medicare carriers and can assist with plan selection and enrollment based on your location, eligibility, and needs.

  • I also provide general financial education to help people better understand how money works. This includes topics like debt, interest, compounding (such as the Rule of 72), and using calculators to explore different scenarios.

    This education is meant to build understanding and confidence — not to replace investment, legal, or tax advice.

  • Every situation is different. I take the time to understand what matters to you, answer questions in plain language, and help you move forward at your own pace — whether that means applying for coverage now or just getting clarity.