My approach
How I work with clients
Planning, not pitching. Your health is the most valuable thing you own — the plan should protect it accordingly.

Licensed Medicare Caddie
Licensed Insurance Agent
Master's in International Business. Treats Medicare reviews as planning, not pitching.
Biography
Shelby holds a Master's in International Business and spent years in high-ticket sales before moving into Medicare. What she learned in those rooms — how to actually listen — is what she brings to every plan review now.
She believes your health is the most valuable thing you protect, and that a good Medicare conversation should feel a lot more like financial planning than a sales pitch.
In their own words
"The best part of a Medicare conversation is when someone stops feeling sold to and starts feeling planned for. That's what I aim for every call."
My approach
Planning, not pitching. Your health is the most valuable thing you own — the plan should protect it accordingly.
Who I love helping
People turning 65 and anyone who wants a Medicare conversation that feels more like financial planning than a sales call.
Favorite part of the job
When a client stops feeling sold to and starts feeling planned for.
Fun fact
Master's in International Business and years in high-touch sales — both taught me that listening beats presenting every time.
🏌️ Shelby's Caddie's Tip
"Total annual cost tells you more than the monthly premium. Add up premiums, copays, and prescriptions before you compare."
No pressure, no scripts — just a plain-English walkthrough of what fits your situation.
Medicare Caddies is an independent insurance agency. We are not affiliated with, endorsed by, or connected to the U.S. government, the federal Medicare program, or the Centers for Medicare & Medicaid Services (CMS). We help compare Medicare Advantage plans from the insurance companies we represent, and we don't offer every plan available in your area.