President
Brian McArthur
Brian McArthur is the only financial advisor-facing content expert on Medicare who has actually enrolled over 2,000 high-net-worth clients of financial advisors into Medicare. Brian likely enrolls more clients of financial advisors into Medicare than anyone else in the United States on an annual basis. He has REAL experience to call upon from interacting with clients ranging from $1M -$100MM net worth.
Virginia Barausky, CLTC, RSSA
Licensed Insurance Agent
Virginia guides clients (typically of financial advisors) through Medicare, weaving Medicare Planning into the broader financial plan. She has a deep background in providing financial advisor-facing support on other topics like:
- Social Security Planning
- Life Insurance
- Long Term Care planning
- Annuity Planning
Alexander Lopez
Director of Client Experience
Licensed Insurance Agent
Alex guides clients of our financial advisor-partners through Medicare Planning using the Medicare Execution Process®, making sure that the client experience feels like part of the financial advisor’s broader financial planning process.
Michelle Markham
Licensed Insurance Agent
Jennifer Santos
Licensed Insurance Agent
Hanzel Sorono
Operations Manager
