About Us

Northwest Medicare Advisors was started to bring a boutique level of service to individuals and local business owners who need Medicare information but may not have the time or resources to learn about all the ins and outs. Through their many years of service, Jeff, Melissa and Mark have helped many people with insurance and other financial services. They quickly developed a method of being both personable and professional. Bringing levity to sometimes challenging topics, you can trust that you or your team members will always be treated as family.

Jeffery Dunham

Jeffery Dunham

Partner

Growing up in the Portland area has taught me that most Oregonians like a little personal touch. Over the past 15+ years, I have approached my practice from a teaching perspective...

My focus is making sure the client understands Medicare plan options and ultimately how to use and navigate the plan(s) chosen.  After enrollment, you will have the knowledge that you have someone local that can assist by providing information about how to use your plan.  If you cannot find the answer to a question directly from the insurance company, I’ll be there to help.

My wife and I live in Oregon City with our son.  We spend a lot of time as a family exploring the state we grew up in.  Whether it’s hiking, camping, attending events or simply playing in the yard, we enjoy being outside and active whenever possible.

Please feel free to send an email or give me a call.  Being in the Portland Metro area all my life, I know the hospital systems, medical networks and the insurance companies that do business with each of them.  I’m happy to assist and will ensure that you have a local advocate for your healthcare.

Contact Jeffery :

  

Mark A. Fuchs

Mark A. Fuchs

Partner

An Oregon native, I grew up working in the fields surrounding McMinnville. It was that experience that helped cement a solid work ethic...

After high school, I moved to the Tigard area and have been here ever since. I am a member of the Tigard Chamber of Commerce and have been doing business in this community for over 25 years. My wife, Monica, and I live in the Progress Ridge area with 3 of our 4 children who range in ages 2-20! When we are not chasing kids around, we love having morning coffee on our front porch and walking down to New Seasons for lunch.

As a broker, I am in a unique position to help you gain access to the solution that best fits you. I specialize in Medicare. In addition to that I have a professional partnership with Lake Oswego Wealth Strategies. This gives me the resources to be a one call solution for a lot of the concerns and questions that come up as people move into this next phase of life. As the mailers come in and 1-800 numbers are presented, there is a lot of information to absorb. You might be thinking “Where do I start?” I will be your answer to that question. Call me (you can even text me!) – again, this is my direct line and I am here to be of service to you and guide you into your senior/retirement years and beyond.

Contact Mark :

  

Melissa Dunham

Melissa Dunham

Partner

I grew up in a small town on the eastside of Portland and received my degree in Human Development. Before my Medicare studies began, I worked in the mortgage servicing industry for almost 10 years...

I made the switch to the insurance field a few years after I met my wonderful husband because I wanted to be able to better serve our community. This background has taught me how to understand and work with the complex issues that occur over an individual’s lifespan.  I apply this in my day to day interactions with clients, ensuring that Medicare education and plan selection go hand in hand with understanding your unique needs and wants.

My husband and I love to travel with our son and when we aren’t traveling we are playing outside, getting our feet and hands dirty.

We understand that Medicare is not necessarily a topic that you have studied on a day to day basis.  Let us assist you in learning and managing your current and future healthcare.  I’m happy to help.

Contact Melissa :

  

Contact Jeffery :

  

Contact Mark :

  

Contact Melissa :

  

Types of Events

At NW Medicare Advisors your health and well-being are our #1 priority. We are in the business of protecting you. For now, by default, we are set up to hold all meetings virtually. We can accommodate any size group or number of individuals on multiple platforms including conference call, Zoom or Microsoft Teams. When using Zoom or Microsoft Teams, we share our screen with you, so we are all looking at the same thing at the same time.

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Some clients want to do business the traditional way – in person. We will still hold in person meetings, providing all parties agree to wear a mask and properly social distance. We all have family and friends to consider, and we want to ensure everyone’s safety when conducting business in person.

Regardless of how you choose to meet, we are here for you and look forward to helping you choose the plan best suited to your needs. Bring your questions (there are no bad ones!) – we encourage active participation, so you feel confident in your decision making. We believe you will find us well-informed, concise and very easy to work with.

Medicare Education:

The Basics of Medicare: Join us for this informative and educational Medicare 101 meeting. Here you will learn everything you need to know about enrolling in Medicare and how the different programs affect you fiscally. If you are new to Medicare, this session will provide you with the information you need to confidently make decisions about your care. Sessions offered regularly both online and in person.

Product Specific:

How are Medicare health plans different than group or individual health plans? What type of extra benefits are offered in Medicare health plans? How do prescription drug plans work? What do the “star ratings” mean? What is the right direction for you and your health care? We will answer these questions and help guide you regarding plans, options and companies.

What to Expect

Rome wasn’t built in a day. Neither is the proper health coverage. While we can certainly take you through an efficient and streamlined process that can put coverage in place in a single phone call, we prefer to take a more methodical approach to your situation. Taking the time to learn more about you (with a focus on education) ensures that your needs and wants match up with the plan(s) you choose. We have developed an easy to understand system that centers around two questions. When do you want to pay for your healthcare? And how do you want to pay for your healthcare? In some situations, we may ask if you should even be paying for your healthcare?

Introduction

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Setting the stage: we first get to know you and your timeline to obtain Medicare. This ensures that each interaction with us is efficient and tailored to your specific needs.

Each individual (even within a couple) has their own decision to make, and we want to make this process as simple as possible for you. To that end, we offer meetings virtually, over the phone, or in person while practicing safe social distancing.

Education

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We approach business from an educational perspective – we will help you gain a broad understanding of Medicare before diving into details. Some of the common questions we address include:

  • What are the different sides of Medicare?
  • What are the differences in plan costs?
  • How do Medicare plans differ from group or individual insurance?

Information Gathering

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Making sure that your doctors and prescriptions are covered in your plan is of utmost importance. What are the extra benefits in a plan that are most important to you (dental/vision/etc.)? We prioritize these with other needs and wants to ensure that your plan selection is accurate and complete.

Enrollment

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Once we have covered relevant information and you are ready to move forward, we will assist you with enrollment. Taking you through the application process assures we are your agents moving forward and can assist when needed/wanted.

The application process is quick and can be done in person, virtually or over the phone.

Follow Up

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At NW Medicare Advisors, we pride ourselves on being quick to respond when you need our help. We will provide you with the tools needed to navigate the ins and outs of your plan.

Our structured annual process of providing information and updates will keep you informed about your plan, with the knowledge that we are there if you need us.

We really are just a phone call, text or email away.

Trusted Partners:

With combined experience surpassing three decades of service to our community, you can bet that we have made some friends along the way. We know that qualifying for Medicare may not be the only thing on your plate – in fact, experience tells us that it’s likely not. In addition to helping you navigate your healthcare options, we can recommend a very select group of professionals that have been carefully vetted to ensure your best interests are top priority. We are more than happy to sit down and talk about whatever it may be that is keeping you up at night. Know that at NW Medicare Advisors, your health and well-being are our primary concern. We can help point you in the direction of other professionals that we feel confident can help answer your questions as we do.

Matthew Witten

Matthew Witten

Certified Financial Planner
Lake Oswego Wealth Strategies
Financial Planning (insurance/investments)

Kevin Kirkpatrick

Kevin Kirkpatrick

Financial Planner
Lake Oswego Wealth Strategies
Financial Planning (insurance/investments)

Lisa Dixon

Lisa Dixon

President
NW Strategic Insurance Advisors (NWSIA)
Group Health Insurance

Rachelle Kost (Thayer)

Rachelle Kost (Thayer)

Vice President
NW Strategic Insurance Advisors (NWSIA)
Individual Health Insurance (non-Medicare)

Chuck Grant

Chuck Grant

Owner/Senior Loan Officer
Scouters Mortgage
Mortgage – Residential

Emily Shaffer

Emily Shaffer

Personal Lines (P&C)
Insurance Team
Property & Casualty

Kristie Lozada

Kristie Lozada

Commercial Lines (P&C)
Insurance Team
Property & Casualty

Kimberly Wheeler

Kimberly Wheeler

Vice President
Banner Bank
Banking/Commercial Lending

Malia Tippets

Malia Tippets

Owner
Bridgetown Marketing
Website Design/Development

Dialing a 1-800 number and spending time on hold is never fun. At NW Medicare Advisors we understand that. We provide a boutique style of service to individuals seeking answers to Medicare questions.

You turn 65 once, we do this every day. Leverage our experience and understanding of the Medicare space to your benefit.

Individual Services

If you’re turning 65 or looking for a new Medicare plan, we are happy to assist you with that process from start to finish. Our emphasis is on making sure that you understand how, whatever plan you choose, works and is as easy to navigate as possible.

Our strategic partnerships ensure that as you uncover future planning needs, we can provide you with a trusted referral, making sure needs are met throughout retirement.   Hillsboro to Clackamas, Vancouver to Salem or Portland to Sandy, if you are in Oregon or SW Washington, we’ve got you covered for your Medicare needs and beyond.  Please feel free to contact us for a free consultation.

Business Services

We know that it’s not always possible to give your employees the health coverage they need for retirement. That’s why we make it easy for small business owners like you to give your valued employees the information they need for planning a healthy retirement.

A large part of our business is dedicated to working with local business owners and human resource managers to assist in employee education, plan selection, enrollment and continued personalized service.  Please let us know if we can be a resource to your company by fielding your employees Medicare questions.

Serving Oregon & SW Washington

Office

P.O. Box 841
Oregon City, OR 97045

Call Us

503-303-7519
Monday – Saturday

Request Contact

Please feel free to reach out so we can discuss your current Medicare status. We are happy to help assist you in learning, evaluating, enrollment and continued follow up.

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Disclaimer

NW Medicare Advisors are licensed insurance brokers, assisting consumers with understanding and enrollment into Medicare Supplemental plans, including:  Medicare Advantage, Medicare Supplement/Medigap, Prescription Drug Plans, etc.

 NW Medicare Advisors is required to comply with all applicable federal and State laws, including the standards established to protect personal information, including but not limited to: health, financial.

 Please feel free to give us a call, we look forward to serving you.