Meet the Team
Where we are dedicated to helping you achieve a secure and comfortable retirement.
Experienced, Dedicated, Focused
We understand that planning for retirement can be overwhelming, which is why we are here to provide personalized advice tailored to your specific needs and preferences. Whether you are just starting your retirement journey or looking to enhance your existing plans, our team is committed to supporting you every step of the way.
Priscilla Johnson
Co-Founder | Insurance Professional
Priscilla Johnson is an insurance professional and the founder of Simply Stated Workbooks and Medicare in a Box—two platforms created to help people make sense of life’s more complicated decisions. She's also the co-founder of Simply Stated Retirement Solutions, where she works closely with clients to navigate insurance solutions for retirement with clarity and confidence.
Since starting in the industry in 2008, Priscilla has been passionate about cutting through the noise and making topics like Medicare, retirement income, and long-term care easier to understand. Her approach is simple: people don’t need more jargon—they need clear, honest guidance they can actually use.
A former member of the United States Marine Corps, Priscilla now lives in Beaufort, South Carolina with her husband, Jay. Their daughter, Madison, is married, and their son, Chase, is in his second year of college. When she’s not working, you’ll likely find her and Jay mountain biking or planning their next adventure.
Medicare in a Box is not affiliated with Simply Stated Retirement Solutions or AEWM.
Jay Johnson
Co-Founder | Financial Advisor
Jay's journey to becoming a financial advisor began with seeking guidance for his own retirement plan. Despite receiving reassurance from his advisor that he was on the right track, Jay felt frustrated by the lack of transparency in their assessments. This experience motivated him to enter the field himself, determined to help provide his clients with a clear and detailed roadmap to a prosperous retirement.
With a background as a former captain in the United States Marine Corps and a manager at GE, Jay brings a meticulous attention to detail that helps him provide a detailed financial analysis to his clients. He excels at simplifying complex topics, ensuring that clients understand without getting lost in industry jargon. Jay's goal is to help his clients feel confident in their retirement.
Jay holds a Bachelor of Science in mechanical engineering from the University of Nebraska, an MBA from Colorado State University and has passed the Series 65 securities exam. Beyond his professional pursuits, Jay cherishes spending time with his family — he has been happily married to Priscilla for over two decades, and they have two children, Madison and Chase. Their furry companions include Jack the terrier mix and Kitty the cat.
In his leisure time, Jay finds solace in fishing in the Lowcountry and fly fishing in Wyoming. He stays active through weightlifting, running and mountain biking. When it's time to unwind, you can often find him strumming on his guitar or enjoying quality moments with loved ones.
Keep It Simple
The road to retirement shouldn’t be a winding path filled with twists and turns. Take control of your financial future today by scheduling a meeting or registering for an upcoming event and start enjoying life on your terms.