With a diverse background in the field of finance and healthcare, David brings extensive expertise to the complex realm of Medicare. He began his professional journey as a tax compliance specialist, where he honed his skills in handling small business retirement plans. Through this role, David developed a deep understanding of the intricate regulations and requirements that govern these plans, ensuring compliance and maximizing benefits for his clients.

Following his time as a tax compliance specialist, David transitioned to become an enrollment specialist with a leading Medicare Advantage insurer. This experience provided him with invaluable insights into the specific needs and challenges faced by the Medicare beneficiary population. David navigated the intricacies of Medicare Advantage plans, working closely with individuals to help them make informed decisions about their healthcare coverage.