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Our Story

We’re Mary Ann and Jochen (Joe) Steinbrenner, independent Medicare brokers and the founders of Senior Success Path. ​

Together, we realized that our combined expertise could make a real difference in our community. That’s how Senior Success Path was born—a consulting service dedicated to guiding seniors through their healthcare options with clarity and confidence. With our backgrounds in IT and finance, we simplify Medicare and ensure our clients feel secure in their decisions. ​

 

We met skiing in Crested Butte, recently celebrated our 25th anniversary, and now live in Broomfield, CO, between Denver and Boulder, with our two sons and our dog Milo.

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Mary Ann

I grew up in Dayton, Ohio and have spent my career as an IT consultant specializing in bookkeeping, ERP and Salesforce implementations.

 

While managing a project that built a Medicare broker portal, I became deeply interested in the industry. I love solving complex problems and making technology accessible to those who need it most.

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Jochen

I grew up in Stuttgart, Germany and studied in Pueblo, Colorado as an exchange student.

 

My passion has always been in financial consulting, helping people navigate the often confusing world of finance and making smart, informed decisions about their future.

Our service is completely free and we are paid by the insurance companies, not by You

Why use an independent broker?

Unbiased Plan Comparisons

We work with multiple insurance carriers and compare plans across different providers to help you find the best coverage based on your needs and budget.
 

Save Time & Effort

We provide side-by-side comparisons of Medicare Advantage, Medigap and Part D plans so that you don't have to call multiple insurance companies.  We handle the research, including costs, coverage details, and networks.

Personalized Guidance

We assess your specific healthcare needs, including doctor preferences, prescription medications, and budget to recommend the best fit for you.  We provide human insight into plan differences.

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Services are Free

We do not charge clients and you get expert guidance at no additional cost.  We are paid commissions that are built into the plan costs, so you do not pay extra for using a broker.
 

Avoid Costly Mistakes

We explain Medicare penalties and help you avoid enrollment errors that could increase your costs for life.  We ensure your doctors and prescriptions are covered to prevent unexpected out-of-pocket expenses.
 

Ongoing Support

We help resolve issues with billing, claims, or coverage disputes even after you enroll.  We help you switch during Annual Enrollment or Open Enrollment if your plan changes.

Senior Success Path.
Guiding you to a healthier tomorrow

© 2025  |  Senior Success Path  |  Built with ❤ by Advi Arts

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