Our Team at Optavise

The Optavise team is a collection of Financial Advisers, Medicare beneficiaries, insurance geeks, computer nerds, and an MD- all with the mission of bringing a superior experience to consumers in their insurance planning journey.

We are sincerely grateful to welcome you to our family here at Optavise. We truly understand the significance of the trust you have put in us to help provide guidance to you in this important area of planning. We recognize insurance planning as a profoundly significant area of life that not only serves to protect you and your family when it’s needed most, but also creates an ongoing pride and peace of mind that you have taken the proactive steps to protect the ones you care about. This proactive planning is a significant achievement for anyone and Optavise is committed to our mission of providing the superior results for our clients that will ensure they receive the most value from their hard earned insurance dollars.

Although Optavise is not the insurance carrier itself, we embrace our role as one that can be even more valuable to you in your journey to financially protect yourself and your loved ones. This role is as your own independent personal counselor, educator, organizer, facilitator, and friend.