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SENIORMARK
Seniormark is an independent insurance brokerage and agency that helps retirees with Medicare and retirement planning. The firm works to minimize Medicare...
Overview
Seniormark is an independent insurance brokerage and agency that helps retirees with Medicare and retirement planning. The firm works to minimize Medicare confusion, maximize Social Security income, and safeguard retirement portfolios. Services include Medicare Supplement Insurance, Medicare Advantage Plans, Part D Prescription Drug Plans, Social Security Planning, Retirement/Income Planning, and educational workshops. Advisors are certified in senior advising and work one-on-one with clients.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Sidney
Corporate office
Dayton, OH, United States
Principals
Dan Hoelscher
Founder and President
Dan Hoelscher
President & Founder
Patty Hoelscher
licensed accident and health agent
Pam Kaiser
oversees the application process; life and health licenses
Adam Fullenkamp
Certified Financial Planner™; licensed health and life insurance agent
Renee Homan
licensed health insurance agent
Alexis Braun
Amanda Davidson
Sector focus
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