Our Story

We built this agency on three quiet beliefs: that insurance should be simple to understand, that your agent should know your neighborhood, and that the best answer is rarely the one that pays the highest commission.

Those beliefs shape everything we do, from the way we run Medicare consultations at no cost to the way we design group benefits for small Orange County businesses. We serve clients in English and Spanish, and we compare plans across the carriers we are appointed with.

We are a two-person agency. When you call, you reach Mark or Blake, not a call center and not a different person each time. Most of what we do each year is reviewing coverage for people we already placed.

We are not connected with or endorsed by the U.S. government or the federal Medicare program. Mark holds California Department of Insurance license #0718082, is licensed in California and Arizona, and carries National Producer Number 2737590.