Meet the Team
Local advisors you can actually talk to
Brian Penner — your local Medicare advisor
Brian is an independent, licensed Medicare advisor who meets clients by appointment and virtually in Albuquerque, Rio Rancho, Santa Fe, and Farmington, New Mexico. With 21+ years licensed and 2,000+ clients served, he's helped families across New Mexico navigate Medicare with honest, no-pressure guidance — comparing the plans he offers in each county and staying your advisor year-round.
Independent · no-pressure · here after enrollment, not just during it.
Marlotte Tatoy — Client Care Coordinator
Marlotte is the friendly voice who helps you book, confirm, and reschedule your time with Brian. She keeps scheduling simple and stress-free, so you can focus on your questions — not the logistics.
Here to help you find a time that works — just reach out.
A local family, serving local families
When he's not helping clients, Brian is spending time with his family. That's the heart of why he does this work — treating every client's parents and grandparents the way he'd want his own family looked after: with patience, plain English, and no pressure.
Content reviewed by Brian Penner, Independent Medicare advisor — no pressure.