At Evergreen Retirement Services we have been helping Seniors the last ten years find their best Medicare options. As Independent agents we don't represent one company but many to help find out what Medicare plan will work best for your situation. We are not only there now but also in the future to make sure you have the best Medicare plan for your changing situations in life. We always make sure to show are clients all their options and educate them on the advantages and disadvantages of Plans. It is always their final choice but we are there to guide and make there turning 65 experience and beyond a smooth one. We would love to have the opportunity to help you.
Dave has been a licensed Health & Life agent since 2001. For the last ten years he has concentrated on Health insurance for Medicare individuals. He looks at the needs of the client and finds the plan that is best for them. As an independent agent, he has access to the multiple companies and plans that can work for the client – not just one company. David also services clients in the under 65 Health Insurance, Final Expense life insurance and Dental Insurance.
In addition, David has developed knowledge in the STRS and Federal Workers Health benefit programs and has helped many find the best plan for them during their retirement years.
Dave is a big Cleveland Sports fan, Indians, Cavs and Browns. He also enjoys playing golf when the opportunity arises.
Debbie is passionate about working with people who have done a great job saving but are uncertain of how to stretch their hard-earned nest egg in the most efficient manner to last this next LONG phase of their life. She has a client-centered, holistic practice, where the client’s financial goals are tailored to their values. Debbie is dedicated to helping clients gain control, clarity & confidence over your finances!
Debbie started in insurance in 2008, after being an elementary school teacher for 17 years. She holds active Life and Health Insurance licenses, as well as the series 65 securities license. Always looking to increase her knowledge to help her clients, in 2020 she received the CDFA (Certified Divorce Financial Analyst) designation. She has also completed certification for the CFF (Certified Financial Fiduciary) designation.
In her free time, you’ll find Debbie out hiking in one of the parks with her dog, Rookie, reading a book, or finding new recipes to cook for her and her husband, David.
Evergreen Mascot - works for cheese
We got Rookie three years ago as a rescue dog from Kentucky. He is an interesting looking dog so we decided to get a DNA test done on him to find out what he really is. The DNA results came back 25% Australian Cattle Dog, 25% Beagle, 25% Chihuahua, 25% Jack Russell Terrier.
will show up on important items that you should know about, we call this
We thought he would be more cute than an old wise Owl.