We’re here to help.

 

Carl Berger, Principal Advisor

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I’m a proud St. Louis native with a background in marketing and business from SEMO. For the locals wondering, I graduated from Vianney. My career started as a certified tax and wealth advisor in 2013. Medicare was my focus from the start. In my free time, I enjoy spending time with my family, playing golf, biking on mountain and road trails, and being near water whenever possible. I’m passionate about finding cost-effective solutions that help people live healthier lives and take great pride in seeing the long-term benefits of that work.

  • Certified Financial Education Instructor, 2009

  • Certified Medicare Advisor, 2013

  • Licensed in MO, IL, AR, CO, FL, GA, IN, IA, KS, MN, NY, OK, SC, TX, WA & WI

 

James Danner, Advisor

James Danner, Advisor

I am a lifelong resident of St Louis. After attending UMSL, I started a 40+ year career in Ford Dealer sales and management. I have been married to my wife Mindy for 44 years, and we have three children and six grandchildren. Four of the six live in Louisville, KY, where we make frequent visits. I enjoy travel, fishing, playing golf and following our local sports teams, particularly Cardinals baseball.

I began advising clients on healthcare after seeing the anxiety and confusion of many people enrolling in Medicare and knowing I could help with the process.

 

Jeff Kitchell, Advisor

Jeff Kitchell, Advisor

I’m from Rosebud, Missouri, and currently reside there, splitting my time between Rosebud and St. Louis. After graduating from Southwest Missouri State with a Business degree, I began a career in financial planning with John Hancock Financial Services. I’m a private pilot and restore vintage boats in my free time.

After witnessing my father’s struggle with Medicare decisions, I decided to become an advisor and help others facing the same uncertainty and confusion.

Licensed in Missouri, Illinois & Florida

 

Mark Payne, Advisor

I am a lifelong St. Louis resident. With over 20 years in the financial services industry, I am passionate about educating my clients and helping them achieve their financial goals. As a Certified Medicare Advisor, my goal is to simplify the Medicare process and find the right plan to meet my client needs. In my free time, I enjoy spending time with family & friends, playing golf, watching sports and reading. I have been married to my wife Shannon for 3 years and have a 1-year-old son named William.

Licensed in Missouri