Service Area: Southeastern Wisconsin concentrating in Waukesha, Milwaukee, Racine & Kenosha Counties and Northern Illinois
Specialties: Medicare Advantage, Medicare Supplements, Medicare Prescription Drug Plans
Connecting seniors, families and professionals to Medicare, Life and Group Coverage.
Luke is an independent insurance agent that enjoys working with diverse groups. His goal is to help clients explore available health benefits and simplify the process of choosing the right coverage. He is sensitive to the needs of his clients and is passionate about empowering them to overcome life’s challenges. The satisfaction he gains from assisting seniors is evident in his energy and performance. Which is why he has chosen to specialize in the following Medicare Programs:
• Medicare Advantage Plans
• Supplemental Plans
• Part ‘D’ plans
Luke is a certified Medicare Advisor and is also a Life & Health agent. He has worked hard to become an asset to his professional network, that consists of: Insurance Agents, Human Resource Specialists, CPAs, hospitals, senior centers and Business Managers. He is committed to helping them discover insurance products that offer valuable coverage to their employees and families. He is very enthusiastic when presenting and sharing information to potential clients. Luke’s resourceful nature has resulted in a powerful network.
Luke plays a significant role in his efforts to contribute to his community and network. He is a firm believer that through kind acts of service, he can share hope and lend support to others.
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.
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: 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.