Who We Are

Since 2008, David has worked closely with financial advisors and business professionals to provide tailored health insurance solutions that integrate seamlessly with broader financial planning strategies. Specializing in individual health insurance and Medicare Supplement coverage, he helps clients make informed decisions to protect their health and financial well-being.

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Before becoming an independent health insurance broker, David spent over a decade in the banking industry, holding leadership roles at Fifth Third Bank and Union Federal Bank. His background in retail branch management and as a Retail Product Specialist gave him a deep understanding of financial services, which he now leverages to support professionals advising clients on retirement, investments, and healthcare planning.

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Since launching his own business, David has expanded into 29 states, building a strong network of clients and industry professionals. He specializes in Medicare Supplements, prescription drug coverage, dental insurance, short-term medical plans, and individual health insurance with multiple carriers.

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David holds a Bachelor of Science in Business with concentrations in Marketing, Marketing Distribution, and International Studies from Indiana University’s Kelley School of Business. He also earned a Master of Arts in International Relations from the University of Indianapolis.

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Fluent in both English and Spanish, David is committed to providing exceptional service to a diverse range of clients and professionals.