Director of Medicare
Spend just a few minutes with AnnaMarie and your spirits will be lifted by her infectious energy and perpetual positive attitude. She has coupled her passion for relationship building and helping people with intense study of the Medicare system to become Merkle Retirement Planning’s director of medicare.
Her role is to make sure families and individuals have all the information they need to make important Medicare decisions. From initial election at age 65 to subsequent decisions during the annual open enrollment period, she helps families make sure they have the best coverage for them. She also helps families make sense of the options for supplemental coverage.
AnnaMarie works closely with our retirement planners to make sure these decisions work together with the other components of your comprehensive retirement plan. AnnaMarie is a National Social Security Advisor certificate holder and holds life and health insurance licenses as well as her AHIP Fraudulent, Waste and Abuse licenses. She is also a certified Medicare agent with several private insurance carriers.
In the summer, you can find AnnaMarie boating on Lake Ponderosa with her husband, Dustin, and his family. In the winter, she enjoys visiting her family in Utah. In any weather, she loves going on adventures with their toddler, Bradford.