Focused Tax Solutions, 1363 Shermer Road, Suite 360, Northbrook, IL 60062
Service Area: Northeastern Illinois, Cook, Lake and McHenry Counties
Specialties: Medicare Insurance, Tax Planning, Tax Preparation, Investments and Insurance
For over 30 years I’ve been passionate about helping people live the quality of life they have dreamed about. Everybody has a different dream and I view it as helping put the pieces of the puzzle together with them. I work with couples and closely held business owners to explore the options to having a happy retirement. Using modern tools to help establish the relationship between one’s personal goals and values to the tool of money, we enable people to live happier, healthier, stress free and fulfilling lives.
My practice is based on tax planning and implementation of solutions to help my clients pay less in taxes and realize peace of mind regarding their financial lives. I work with investment and insurance solutions to implement my tax planning strategies as needed.
Formerly a leader in field sales management and corporate roles related to financial planning and financial services recruitment and development for professionals. Also, volunteer leader for the Financial Planning Association, the world’s largest association for Certified Financial planners.
Service Area: Brown County, Northeastern Wisconsin
I’ve lived in Green Bay for 43 years. I graduated from NWTC in 1992 with an Associate Degree in the Physical Therapist Assistant program. I worked in over 20 different Skilled Nursing Facilities throughout Wisconsin.
While working as a Physical Therapist Assistant, I saw how difficult if was for people to deal with the insurance companies and the lack of information and education that was available to them. In December of 2017, I attained my Life and Health/Accident licenses and plan on working with the elderly population again by helping them to understand their Medicare and insurance questions.
In my free time outside of work, I enjoy spending time with my family and participating in church activities.
A Milwaukee native all his life, he volunteers for the community and is always looking to be of help. Marshall brings over 20 years financial related experience to Sovereign Select. He specializes in using his budgeting expertise and business administration education to assist people and organizations in their financial goals.
Marshall graduated from Carthage College with a Bachelors in Business Administration and from the University of Wisconsin Milwaukee with a Masters in Business Administration.
Service Area: All of Wisconsin, focusing on Southeastern Wisconsin
Specialties: Medicare, Dual Eligible Plans, Large & Small Employer Groups, Fluent in Spanish
I possess over 15 years of insurance verification experience, as I was the first point of contact in patient relations roles at an urgent care clinic, outpatient therapy clinic and 2 durable medical equipment companies. I was responsible for looking into my client’s insurance plans, documenting their specific coverage and reporting any out of pocket costs to my patients in advance of receiving services.
I have been a licensed insurance agent for 7 years. My career as an agent started out in the employee supplemental benefit market for 1 ½ years before I transitioned into a broker in 2015.
I joined Sovereign Select LLC in 2017 as I was seeking local support to help grow my insurance business. Helping others navigate this world of insurance brings so much gratification to me and I look forward to serving many others as well.
I was born and raised in Milwaukee. I took advantage of an opportunity to travel immediately after high school graduation. I experienced life in Texas, Iowa, Alabama and Missouri for a year each before returning to Wisconsin. I studied at University of Wisconsin-Milwaukee and completed my under graduate degree at University of Wisconsin-Parkside. I studied business management and marketing. I have 3 children, my daughter is 23 and my two sons are 19 and 4.
Service Area: Waukesha, Washington, Dodge and Ozaukee counties
Specialties: Medicare Education & Guidance, Medicare Supplement Plans, Medicare Advantage Plans, Medicare Prescription Drug Plans, Cancer Benefit Plans, Dental, Vision & Hearing Plans
Turning 65 means you are about to be flooded with information on Medicare, Medicare Health Plans, options and on and on. It can be very confusing.
I am a local, independent agent willing to take the time to sit down with you to discuss the Medicare Health Plan options available to you (traditional and privatized as well as Prescription Drug Plan Coverage) and answer whatever questions you may have. There is no fee.
I do not represent the Center for Medicare & Medicaid Services (CMS) which means I do not work for Medicare.
Although I represent carriers that offer Medicare products our initial meeting(s) will be educational. Discussion of specific Medicare and related plans/ products will take place once you feel you have the information you need to make an informed decision.
Service Area: Greenfield, Greendale, Franklin, Oak Creek, South Milwaukee, Cudahy, St Francis, Hales Corners, New Berlin
Specialties: Medicare Advantage, Dental, Vision, Dual Eligibility, Final Expense
Tom was in the Newspaper Business until 2010 with companies like the Chicago Tribune, New York Times, Gannett Company and the Milwaukee Journal Sentinel for over 20 years. Since 1987, he has been selling Insurance. Tom has his license in Life, Health, Property, and Casualty.
Tom attended University of Wisconsin-Milwaukee and majored in Applied Mathematics and Physics. Most of his leisure and fun time is spent with his grandkids.
N19 W24075 Riverwood Dr #312, Waukesha, WI 53188
Service Area: Waukesha, Oconomowoc, Delafield, Hartland, Menomonee Falls, Sussex, Pewaukee
Specialties: Medicare Advantage, Medicare Supplements, Dental, Life Insurance, 401k plans, 529 plans, Mutual funds, Annuities, Retirement Planning, Securities, Bonds, Fee Based Investments, Tax Preparation and Tax Planning
As a Financial Advisor and an Investment Advisor Representative, Irina provides customized client investment solutions and independent financial services to her clients. She has helped hundreds of families accomplish their financial goals. Irina believes her experience and expertise in the financial services with the highest standards of integrity are the fundamental keys to her success.
By building long-term relationships with her clients, she creates a foundation of trust and a culture designed to promote ongoing education and understanding of concepts that have traditionally been perceived as complex and intimidating. By combining tax planning with the financial planning, Irina helps clients understand and implement most tax efficient strategies to achieve their financial goals.
Irina has more than twenty years of experience in the financial industry as a financial planner, investment advisor and tax planner. She has experience as a registered representative, life and health insurance sales representative, tax preparer and tax planner, and branch office manager of registered representatives in the investment company. Irina has expertise in financial and tax planning for individuals and small businesses, implementation of developed investment, tax and retirement strategies, tax preparation for individuals, and training and supervision of registered representatives and tax preparers.
In her free time, Irina enjoys gardening, hiking, reading books and going up north of Wisconsin with her family and friends to enjoy the lakes, hiking, fishing, cross country skiing and other outdoor activities.
I came to Sovereign Select with over 20 years of business experience in many disciplines having achieved top honors with Fortune 500 companies. My experience as an insurance agent and a business owner have given me great prospective to “think like the customer” in assisting them to make informed decisions about meeting their healthcare needs. I work closely with clients to satisfy their overall objectives and I try to treat everyone with respect and a caring attitude that makes doing business together enjoyable.
In my free time, I enjoy spending time with my family in the great outdoors. You may see me on the ATV or snowmobile trails or exploring the woods. My husband, three children and two grandchildren keep me busier than ever and I love it! I can’t wait to meet our new customers!
Service Area: Southeastern Wisconsin, including Jefferson and Fond Du Lac Counties
Specialties: Medicare Advantage, Medicare Supplement, Dental, Short Term Insurance
My name is Kristin Schneidler. I came to this industry just about 2 years ago after spending 15 years working for a local radio station here in the Milwaukee area. As much as I love working in the media, I knew that it was time for a change. Something new, something outside of my comfort zone. And that is when I found Sovereign Select!
My journey in the world of insurance has been nothing less than AWESOME! Who would think that this could be an exciting industry! But the best feeling in the world is hearing back from my clients that I was able to help them understand Medicare and their insurance coverage. One thing my current clients will tell you is that I love to gab. It’s in my blood! But I also like to listen! To you…your wants…your needs, once I have a better understanding of that, I can better serve you!
I currently live in New Berlin with my husband, Joe, and our two children, Gavin and Brayden. We LOVE to go camping and have a permanent site at a local campground in Watertown, WI. We have a German Sheppard named Brody and two cats named Chloe and Harley! Thanks for looking and I hope to work with you soon!
Service Area: Jefferson and Waukesha counties and surrounding communities
Specialties: Medicare, Medicaid, Dental, Cancer, Hospital Indemnity
My name is Sharon Shenberger and I am an independent agent for Sovereign Select. I have spent most of my life employed in various Marketing, Sales and Account Management positions. After being recently downsized for the second time, I decided to pursue a career that offered me stability and a position where I could run my own business. Numerous life events pointed me towards a Medicare Insurance career. One of which was my mom trying to navigate and understand Medicare. I saw the complexity and the opportunity to help Seniors in this arena.
Switching from working in corporate America to essentially becoming my own boss has taken quite a bit of nerve. It was a huge step for me to take. I chose Sovereign Select because I believed in Tom and his business model. I wanted to be somewhere I could get local support and the training I needed to be successful. It’s been fun since day one! I continue to learn every day and look forward to helping the senior market where I know I can help make a difference. That is a satisfaction that I did not get working for corporate America. I am excited and look forward to working with you.
I live in Hellenville, WI (between Madison and Milwaukee) with my boyfriend and his two boys. I recently relocated from Madison WI where I lived for most of my life. I enjoy living in the country with close access to the city. In my free time I enjoy horseback riding, cooking and gardening.
Service Area: Waukesha, Milwaukee, Ozaukee, Racine and Kenosha Counties
Specialties: Medicare Advantage, Medicare Supplements, Dental, Vision, Other Health & Life Products
Pete Tocco has more than 40 years experience providing insurance solutions. Twenty of those years have been working with the senior market. He prides himself on helping people find affordable options that match their needs. He is certified to sell Medicare products including Medicare Advantage, Medicare supplements, long-term care and dental insurance.
Pete lives in Menomonee Falls with his wife of 49 years and has three children and nine grandchildren. He is a member of the Lions Club.