About Us

 

Our Story

We know that good planning can impact families for generations. We consider it our personal and professional mission to help people build financial security and to protect their families and their businesses. We work with our clients to evaluate and adjust their financial strategies as needs change throughout their lives. We are committed to providing our clients with the best medicare and insurance services in Salem, OR and maintaining a plan to best fit their needs.

Donald Lakeberg
Founder & President

Tyler Scialo-Lakeberg
Executive Assistant

 

About Donald Lakeberg

I have been fortunate, and blessed, to have been in the sales field for 30 years of my career. I am passionate about helping people with their needs. I spend time getting to know my clients to better understand their short term and long term goals.

As an Independent Medicare Solutions Professional Agent with licenses in Oregon, Washington, Arizona, Utah, Idaho, New Mexico and Florida. It gives me great joy in helping families find coverage that fits their needs, is affordable, and also gives them peace of mind.