"Helping families access Medicaid Long-Term Care benefits while preserving their retirement assets."



Ronnie’s career in insurance had her driving all over Northern Idaho working for Sterling Health Plans helping people from all walks of life and financial backgrounds achieve security regarding their future health care needs. Ronnie eventually wanted to have the flexibility to offer her clients a broader choice of plans and services tailored more closely to their individual needs.

Over the last several years, Ronnie has taught seminars on Medicare, Long-Term Care and Medicaid Planning. She is always seeking more education to serve her clients better and recently became a Certified Long-Term Care designee. 

She enjoys time with her husband, children and grandchildren.


A recent family photo

A recent family photograph



Bruce began his career in Long-Term Care in 1987 as an agent with Met Life Insurance. In 1998 Bruce became the first Long-Term Care insurance broker in Olympia.

Since then, Bruce has helped hundreds of families and individuals find Long-Term Care insurance that meets their specific needs. Additionally, he has helped educate thousands through free informational classes and public presentations.

In 2008, Bruce began offering Medicaid planning services in addition to helping clients with traditional Long-Term Care insurance. This allowed him to better assist families of any financial background. Bruce retired in 2020 and is traveling the country.



Bruce enjoying retirement



Eric joined the team in 2020 and helps educate seniors regarding Medicaid Planning as well as their Medicare Insurance options

He is a graduate of Eastern Washington University and has had a long successful career working in both the public and private sector for employers such as Microsoft, the City of Bellevue, WA, and in Port Angeles at Irwin Dental Center.

Eric enjoys helping our clients find financial peace of mind as they navigate the Medicaid qualification process.

Eric's leisure activities include driving and restoring classic air-cooled Volkswagens, a passion he has enjoyed for over 35 years. Check out his blog at


Eric's 64 VW Beetle

Eric's 1964 VW Beetle