Why we started
Our purpose is to inspire individuals and families to live their purpose through coaching, education, and planning - leaving them with peace of mind.
Meet Mandi Hering
Mandi Hering is a Medicare insurance broker, comprehensive financial planner, and financial educator with a passion for helping people understand their options and feel confident about their future.
Before entering the financial services industry, Mandi spent 20 years teaching high school economics, developing a talent for making complex topics easy to understand. Today, she brings that same educational approach to every client relationship - taking the time to listen, explain, and provide guidance that's tailored to each individual's goals.
When she's not meeting with clients, Mandi enjoys making handmade cards, volunteering with Baxter the therapy dog, speaking German, and traveling with her family.
Meet Garrett Hering
Garrett Hering is a licensed Medicare insurance broker who enjoys helping clients navigate their Medicare options with confidence and clarity.
Known for his calm demeanor, problem-solving mindset, and approachable personality, Garrett brings more than 30 years of professional experience helping people find practical solutions.
Outside of work, he enjoys playing softball, tackling home improvement projects, and spending time with his family.
