Wake Forest NC 27587
At Medicare Solutions and Retirement, we are dedicated to making Medicare simple and understandable for everyone. Since our founding in 2007, we have always prioritized our clients, ensuring their needs are met with the highest level of care and attention. By listening closely to our clients, we support them in living the lives they desire. As an independent insurance agency serving all of NC, DE, FL, GA, MD, ME, PA, SC, and VA, we represent over 40 insurance carriers. This extensive network allows us to evaluate all available Medicare plans and help you select the most competitive option tailored to your needs.
RSSA - Registered Social Security Analyst
FSCP - Financial Services Certified Professional
LUTCF - Life Underwriter Training Council Fellow
Thomas earned his accounting degree from Western Carolina University in 1993. Following several years of experience in accounting-related roles, he identified his passion in 2007 for assisting individuals approaching retirement, specialising in Medicare and retirement planning. Since that time, Thomas has established himself as a trusted Medicare Advisor, serving hundreds of seniors throughout NC, DE, FL, GA, MD, ME, PA, SC, and VA.
Currently, Thomas resides in Wake Forest with his wife, three children, and two step-children. In his personal time, he enjoys family activities, golfing, and travel.
