AnnaMarie Morrow is our in-house Director of Medicare. She has helped hundreds of pre-retirees make important Medicare and supplement decisions. Her extensive study of the Medicare system helps retirees make sense of the Medicare information to choose the best plan for them.

From coordinating initial enrollment to helping with subsequent decisions during annual open enrollment, she builds lifelong relationships with retirees.

In 2024, the Centers for Medicare and Medicaid Services named AnnaMarie to the Marketplace Circle of Champions. She was honored for helping families and individuals enroll in Marketplace coverage.

AnnaMarie holds life, health, and accident Iowa insurance licenses and AHIP Fraudulent, Waste, and Abuse licenses. She is also a National Social Security Advisor (NSSA) certificate holder and a certified Medicare agent with several private insurance carriers.

Her Medicare insights have been seen on our TV show Retiring Today with Loren Merkle, the Merkle Retirement Planning YouTube channel, and heard on our podcast.

As an outdoor enthusiast, she loves boating on Lake Ponderosa with her husband Dustin and son Bradford. As a sports fan, she loves discussing her time playing college volleyball or beach volleyball in Mexico. AnnaMarie is on a mission to utilize her infectious energy and perpetual positivity to help others.

Clint Huntrods is an experienced educator with a passion for helping people retire. With a PhD in Educational Policy and Leadership from the University of Iowa, Clint is passionate about empowering others through education.

Clint has his life, health, and accident Iowa insurance licenses, his Series 65 securities license, and is a Certified Financial Fiduciary®.

His expertise has been featured on our TV show Retiring Today with Loren Merkle, our retirement dinner workshops, and our podcast. As a retirement planner, Clint can help pre-retirees make all of the one-time decisions that come with retirement. His experience and relationship-building skills allow him to help ease your retirement worries and focus on living out your retirement vision.

As a husband, he enjoys country music concerts and sporting events with his wife, Kahri. As a father, he can be found running his two young boys to and from activities and taking them fishing and biking.