Navigating Medicare

Featured Speakers

• 

  Tad Gray

  Wealth Advisor

  Learn more about Tad

  Tad is passionate about helping people create the future they want and fulfilling their most important promises. Tad partners with his clients to help reveal both the purpose and methods for creating a financial plan that positively impacts their family. These conversations provide clients with a sense of accomplishment and peace of mind about the future they envision.

• 

  Joli Fridman

  Wealth Advisor

  Learn more about Joli

  Whether she’s meeting with clients at the office or leading a class, Joli Fridman has a passion for educating people on a better way to invest and pursue their financial goals. Joli strives to help clients find peace of mind by collaborating with them to find innovative solutions and create a personalized plan to achieve their most important goals. Joli has a broad base of experience and knowledge, and for over 25 years she has been helping clients fulfil their financial dreams. She helps clients through goal-specific financial planning, evidence-based and tax-efficient investment strategies, and simply getting to know her clients better so she understands their passions and what they want to achieve financially.

• 

  Meredith Edwards

  Director of Senior Markets

  Learn more about Meredith

  Meredith joined Caravus in August 2016 and has held several roles, from Analyst to Senior Market Advisor. In January 2022, she became the Director of Senior Markets, focusing on helping individuals navigate their Medicare options as they approach eligibility. Meredith is a licensed life and health broker and can assist individuals in over 40 states. She also holds a spot on the Senior Marketing Specialists Advisory Council. She is passionate about simplifying the complex Medicare landscape and providing personalized support to clients.