
Meet David, a seasoned insurance specialist and financial advisor from Baker City, Oregon, with over 30 years of expertise in retirement planning and wealth management. David specializes in helping individuals aged 55 and above safeguard their retirement and preserve their legacy. With a degree in Financial Management and broad experience, including roles as a bank manager and credit union executive, David offers personalized advice in Medicare, asset protection, and long-term care.
Strategically aligned with American Senior Benefits (ASB), David provides customized solutions to pre-social security and current beneficiaries, ensuring your financial security. Outside of work, he enjoys family life with his wife, Carolyn, their nine children, and two grandchildren, indulging in camping, traveling, and musical theater.
Join David in Baker City, where community and expert financial guidance come together to secure your future. Contact David today to start planning your financial future with confidence.

Meet David, a seasoned insurance specialist and financial advisor from Baker City, Oregon, with over 30 years of expertise in retirement planning and wealth management. David specializes in helping individuals aged 55 and above safeguard their retirement and preserve their legacy. With a degree in Financial Management and broad experience, including roles as a bank manager and credit union executive, David offers personalized advice in Medicare, asset protection, and long-term care.
Strategically aligned with American Senior Benefits (ASB), David provides customized solutions to pre-social security and current beneficiaries, ensuring your financial security. Outside of work, he enjoys family life with his wife, Carolyn, their nine children, and two grandchildren, indulging in camping, traveling, and musical theater.
Join David in Baker City, where community and expert financial guidance come together to secure your future. Contact David today to start planning your financial future with confidence.
Your trusted local guide to retirement planning. No call centers, no brand reps—just me, your dedicated agent, here to help you connect the dots and claim what’s yours. Backed by a Master Brokerage with access to hundreds of top-rated companies, I tailor strategies that optimize your retirement savings, Social Security, Medicare, and more. Whether it’s life insurance, long-term care, veteran benefits, or debt elimination, I’m here to protect what matters most. I listen, personalize, and stay by your side—today and into your future. Let’s begin.
Specific to Medicare Plans, We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. We do offer coverage in most states, representing over 130 organizations which offer over 300 different plans throughout the United States. Contact one of our agents to learn more about what companies and plans we represent in your area.