We are an insurance brokerage in Central Florida that specializes in educating our clients about Medicare and providing an unbiased recommendation for a plan that meets their needs and budget. Our goal is to simply, make Medicare easy!
Owner / Agent
Bill enjoys the challenge and complexity of working to ensure that each client has the plan that is best for them. Spending time with his family on the ski slopes, or on one of their many adventures, is why he works hard every day for his clients. Playing in the dirt, growing flowers, and tending to his garden keeps him grounded, as well as being a board member of his church.
As a licensed broker with 13 years of Medicare experience, Meg’s priority is focusing on each client’s individual needs. She believes trust and providing great customer service is what builds strong, long-term relationships. She has a passion for volunteering in the community, as well as focusing on health and wellness through nutrition, daily exercise and staying active. In her spare time, you
can find Meg fishing or enjoying time on her boat with family, friends and her dog.
Kaitlyn grew up in Florida and has been with Sun Coast Legacy Advisors since 2015, where she started out specializing in Medicare. Now, she helps all ages find affordable healthcare. Developing strong relationships is the foundation of everything she does both professionally and personally. Outside of work she loves spending time in the sun and quality time with family and friends.
Justin has been a licensed broker since 2015 who specializes in health insurance for any age. He has a positive solution-seeking attitude knowing that everyone has different healthcare needs or priorities. Developing a long term, trusting relationship with his clients is his top priority. Growing up in Georgia and Florida, he and his wife lead an active outdoor lifestyle, and he’s also a big movie buff.
Anna was born and raised in Florida but spent the majority of her twenties living and working in Northeastern Vermont. She deeply loves to travel and has had the opportunity to visit the UK, Canada, Southeast Asia, and Australia. Now, living back in sunny Florida, she likes to read, run and spend quality time with her family and pup. When she’s not doing those things, Anna enjoys connecting and building relationships with people in her local community, as well as exploring all the gems her home state has to offer.
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