Showing 1 - 25 of 370 locations
Dennis Berman

Medicare Agent Dennis retired from the corporate world in 2009 after spending a career as the Corporate Tax Manager for a commercial real estate company. He has since cultivated a personal tax practice coinciding with his being a licensed Life and Health Insurance agent . His focus is in assisting seniors with an assortment of Medicare Advantage, Drug, or Supplemental Plans.

Read more
He graduated from American University with a Bachelor’s Degree in Accounting and his Master Degree in Taxation and finance at the Baruch School of Business in New York City. Dennis also served in read more…

2 REVIEWS - RATING: 5

Janetta Bouman

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life

Janetta started in the insurance benefits industry over 20 years ago and joined Bridlewood Insurance in 2015. Helping people protect their family with life and health insurance in the senior population is her specialty. She has been a Medicare broker for 15 years and offers plans with all the major carriers in California. Prior to Bridlewood, Janetta provided her clients with education in all areas of retirement in the art of how money works. At the cornerstone of her efforts lies in a belief that to make your money work for you, you must understand the fundamentals of personal finance. read more…

8 REVIEWS - RATING: 1.25

William Bowen

Medicare Agent Will joined with Bridlewood to better serve his aging clients by providing high quality Medicare products along with retirement planning solutions. His career began in the insurance industry in 1975 with Allmerica insurance through 1997. During which he was career agent, training, development and sales manager. He transitioned from Allmerica to Penn Mutual and Horner Townsend

Read more
And Kent from 1997 to 2015. Will obtained the Charter Life Underwriter certification in 1995 to provide exceptional service to his clients. Born in Pomona, California and graduated from SDSU in 1971 with a BS in read more…


Penny Carlson

• Covered California • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi

Penny joined Bridlewood Insurance in 2014. Penny became interested in insurance while assisting her husband in his work and being a caretaker for her mother-in-law. The benefit of her experience and continuing education is invaluable. Her goal with Medicare is to make it simple, clear and a painless experience with satisfying results. Her ability to listen to people carefully to better understand their preferences, their doctors & specialists, their prescription medications and their budget for health insurance is essential to quality customer service. Penny Carlson is a native from California, born and raised in Orange County. She worked at Disneyland read more…


Larry Cook

Medicare Agent With 40 years in financial and estate planning in San Diego Larry joined Bridlewood Insurance after meeting Jeff Wetzel. He started as an agent with New York Life and moved into management for nine years before becoming an independent agent working primarily in the senior market. Larry enjoys working with his wife Katie.

Read more
Born in Maryland, Larry’s father was a Naval officer. Living in San Diego since 1959. Larry graduated from SDSU with a BS in Marketing and MBA in Finance. Larry also holds CFP, CHFC, AND CLU designations. Larry has been read more…


Ron Coyle

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans

Ron has had a successful life insurance business as an independent agent for the past 23 years. As time has progressed he has come to recognize the growing need that individuals of his generation have in understanding all the options available to back up Original Medicare coverage. With Bridlewood’s full range of Medicare Advantage, Supplemental and Prescription Drug Plans Ron firmly believes there is no better place to provide for this service.

Read more
A California native, Ron has been a Vista resident since 1975. Married to his lovely wife Nannette for 43 years, they have read more…

19 REVIEWS - RATING: 4.95

Greg Cross

Medicare Agent Gregg moved from New York four years ago to get away from the snow and cold and to take advantage of the fabulous climate of Southern California. He has had many years of experience selling durable medical equipment to Medicare clients and has developed a good understanding of the needs and fears of Senior citizens.

Read more
As a senior himself, health insurance is one of the most baffling, and yet, most important aspects of our life. With the ever increasing cost of medical care, a good health plan is imperative. My role is read more…


Norm Cruz

After retirement Norm started a second career in the health insurance business. During the past 10 years Norm has narrowed his insurance focus and specialized in Medicare Plans. He enjoys working with people and helping them as they navigate through the many nuances of Medicare Programs. Norm had a long career in hi-tech manufacturing and took early retirement from Memorex, where he was World Wide Operations Manager responsible for plants throughout Europe, Japan, and Taiwan.

Read more
Norm Cruz attended Purdue University and is a graduate of Ball State University in Muncie, Indiana with degrees in read more…

1 REVIEWS - RATING: 5

Barbara Ellebrecht

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans

Medicare Agent Barb has spent the last eight years in the insurance industry while specializing in Medicare products. She is Co-owner of To Insure Me Inc. along with husband, Bernie Ellebrecht. She also spent 25 years in the Cottage Craft Industry manufacturing and designing home décor. Barb attended Fullerton Jr. College, and is a graduate of San Diego State University. Born in St. Paul, MN, Barb’s family moved to Garden Grove, CA in 1955. She moved to Vista, CA 26 years ago from Orange County and is married to her husband Bernie for 48 years. She has two sons and read more…


Bernie Ellebrecht

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans

Bernie has more than 24 years experience in the insurance industry, based in San Diego, California.  For many of those 24 years, he has focused on Medicare insurance, and matching the most appropriate plan designed to meet each individual client’s needs.  Bernie has been with Bridlewood since it’s very first days, when there were only 10 agents. His passion is working with seniors like himself, making Medicare easy to understand and navigate through. Bernie grew up in St. Louis, Missouri, and joined the Marine Corps right out of high school.  He was stationed in San Diego, and after serving in read more…

2 REVIEWS - RATING: 2.5

Evelyn Frazier

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans

Medicare Agent   With more than 20 years of experience as an independent health insurance agent in San Diego, Evelyn joined the Bridlewood team in the summer of 2014. Evelyn’s specialty is working with seniors to demystify the complex Medicare system and to help find the best options for each senior’s unique situation. Most people need a trusted, knowledgeable agent to guide them through the process, answer questions and to be there when they need help. “I’ve spent my entire insurance career building trusted relationships.” Evelyn has lived in San Diego County for 53 years. She is married to Wayne read more…


Tim Mack

Medicare Agent For the last three years, Tim has owned and operated an insurance agency in Southern California. At the age of 26 he started his first of many successful businesses and moved to Florida to become a partner and owner in a vacation, hospitality, and timeshare business for 12 years before retiring.

Read more
Tim Mack grew up in Bellevue, Washington. After graduating high school he attended pilot school and then went on to serve two tours in Vietnam as a Helicopter Cobra Aircraft Lead Pilot, Test Pilot, and Instructor Pilot. After his service in read more…


Mark McWhinney

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi

Agent Manager Mark attended Radford University in 1990. He has worked in many fields since graduating, including work as a flight instructor at King Schools (1992-2003), Terminix International, and in the financial services are with JP Morgan Chase (2010-2013).  He even fished in Alaska for a summer, catching 40,000 pounds of Sockeye salmon.  Since that time he has become an experienced Medicare professional, with a high level of Medicare competency.  He joined Bridlewood, after several years as a captive agent with UnitedHealthcare, so he could offer a wide variety of the best available Medicare options in San Diego for his read more…

1 REVIEWS - RATING: 5

Bill Murray

• Financial Planning • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi

Agent Manager   Bill has been providing ‘Choices for Medicare Solutions’ to the Southern California community since 2009, and individuals, families and employer groups since 2006. Bill presently serves the needs of more than 500 clients. Prior to working in health insurance, Bill was a Chief Operating Officer, Vice President and Division Manager in real estate finance for more than 30 years. He started, managed and administered business groups for Bank of America, California Federal Savings and Loan, Home Federal Savings and Loan, Crocker National Bank and Wholesale Funding Division of Residential Funding Corp. Bill also dabbled in real estate read more…

33 REVIEWS - RATING: 4.55

Sterling Peters

Medicare Agent   Sterling came to Bridlewood from United Healthcare.   He wanted to be able to offer his clients all of the potential Medicare coverage options available in the market place, not just the one option he had since he was exclusively contracted with United Healthcare.

Read more
Sterling graduated from the University of Iowa with a degree in finance.  He and his wife, who is a CPA, have owned a prominent tax preparation business for more than 15 years. Sterling was born and raised on a small farm near Iowa City, Iowa. At the age read more…


James Robeson

• Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Life

Jim began his insurance career in early 1978, shortly after graduating with a BA in Recreation Administration from SDSU.  Jim also has a Masters of Religious Studies from So. CA Bible College & Seminary.  He has his life, health and disability insurance licenses, and holds a CLU and ChFC designations.  Jim was introduced to Bridlewood Insurance in 2015, through mutual friend and colleague, Kent Hildebrand. Jim’s business philosophy is, “as your insurance and benefits consultant, YOU become my top priority”.  He has built his success on the three C’s – Client service, Competence and Clarity.  Jim offers his clients Medicare read more…


Carmen Saunders

• Bilingual • Covered California • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi

Carmen has been a proud member of the Bridlewood Insurance team since 2014. She is a Licensed Health Insurance Agent in San Diego and continues to “make a difference in people’s lives” by helping Seniors have access to the Medicare Advantage, PDPs, and Supplemental Plans that best fit their individual needs.  Carmen’s specialty is helping those who may be a little confused as to how to enroll in Medicare and what plan to choose. She is a good listener and can easily help people sort through the “maze” of Medicare so they can make an informed decision and be able read more…

5 REVIEWS - RATING: 5

Gary Saunders

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi

Gary is a licensed Life and Health Insurance Agent, who specializes in helping seniors with their Medicare coverage and prescription drug plans. Gary retired after 30 years as a Dental Hygienist. He received an Associate of Arts degree from Cerritos College in Norwalk, CA near his hometown of Lakewood. He served in the U.S. Navy from 1975 to 1979 as a Dental Technician.

He enjoys reading, gardening, exercise, yoga, and spending time with family and friends. He and wife Carmen have been married over twenty years and have a son, daughter and three grandchildren.
Read more
read more…

1 REVIEWS - RATING: 5

Maria del Carmen Sherwood

Medicare Agent With over 20 years’ experience in Real Estate, Mortgage sales and accounting, Maria decided to provide her existing clients with yet one more service, and two years ago joined the Insurance industry. Maria started providing life insurance needs and soon found the need for a Medicare Specialist. It is gratifying to provide this service through a stellar company such as Bridlewood Insurance.

Read more
Maria was born in Tijuana Baja California and moved to San Diego in 1972 with her family. She attended school in the South Bay and has lived in the area read more…

1 REVIEWS - RATING: 5

C. J. Swan

Medicare Agent CJ joined Bridlewood after having the pleasure of working alongside Jeff Wetzel. CJ is a seasoned veteran in the financial industry where he was a financial planner and stockbroker in Chicago. When CJ became a caregiver for his parents, he realized the challenges and shortcomings they face with rising medical costs and quality of care.

Read more
A former decorated military officer CJ earned the Flying Cross for saving fellow pilots in Vietnam along with 12 other medals. CJ completed 205 combat missions, and he even received an award for saving someone in civilian read more…


Dawn Watson

• Covered California • Final Expense • Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life

Dawn is an established Medicare insurance professional located in San Diego who prides herself on supporting her customers and loves the challenge that Medicare provides. At Bridlewood, Dawn feels great satisfaction when helping her clients understand their Medicare options. Dawn specializes in selling Medigap and Medicare Advantage Prescription Drug plans (MAPD’s), and stand-alone Prescription Drug Plans (PDP’s). Since she is contracted with so many carriers, she specializes in helping the public choose the plans that is best designed for their unique situation. She started working with Jeff Wetzel and Bridlewood in 2014 when he had just formed Bridlewood. She was read more…


Frank West

Medicare Agent Frank entered the insurance business over 30 years ago and had extensive experience. Frank cares about his client’s insurance needs in helping them find the best supplement, prescription, Medicare advantage, and long-term care benefits.

Read more
Frank has worked with agencies such as Equitable Life, Transamerica Life, Anthem Blue Cross, Blue Shield and others. In 1990, he became an independent insurance broker specializing in individual, family, Medicare, and small business health, life, and dental insurance benefits. Frank graduated in 1982 from California State University Northridge. Frank has been happily married for over 40 years and read more…


Jeffry J. Wetzel

• Final Expense • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Life • Long Term Care

President & CEO  Mr. Wetzel is President and CEO of Bridlewood Insurance Services Inc.  Jeff’s dynamic work ethic and straight-forward approach, has made him one of the top leaders in this field, and has helped guide Bridlewood Insurance Services into one of the fastest growing Medicare agencies on the west coast and in multiple metropolitan areas across the country. Following college at UNLV with a business major, Jeff and his wife Kim, moved to San Diego, and settled in Poway. Here, they raised four children over the past 30 years. Jeff and his family enjoy sporting events, boating and playing read more…

20 REVIEWS - RATING: 5

Madison Morris

Madison became a licensed Medicare Insurance agent in the fall of 2011 to help her father, Jeff Wetzel, with the heavy load of the Annual Enrollment time. For eight years, Madison was a elementary substitute teacher in both San Marcos and Poway school districts. She believes in good service and public relations and strives for excellence whether it is working with the over 65 community or the under 11.

Read more
Raised in Poway, CA, Madison got her Bachelor’s degree in Liberal Studies from Cal Poly Pomona in 2010. She then continued to get her K-6 read more…

5 REVIEWS - RATING: 4

Artha Zahniser

Medicare Agent   Artha is a veteran with over 10 years in the Insurance field, specializing in health insurance for the senior population of North San Diego County.  Artha previously spent 40 years as a Realtor, extending her community interest serving as a Director to the California Association of Realtors. She was an officer on the local Board of Directors, membership sales for the Oceanside Chamber of Commerce, Civilan Club, Soroptimists Club, Oceanside Optimist, Director for Ivey Ranch Park for the disabled and Tailfeathers Club of Peacock Hills.

Read more
Artha enjoys working with clients to read more…

1 REVIEWS - RATING: 5

Scroll to Top

Ask a Bridlewood
Agent

San Diego's Best Medicare Insurance Provider
Best Medicare Insurance in San Diego