Kent is a born and raised San Diegan. He worked a 40 plus year career in the office products and furnishing business. Starting as a delivery driver at 17, working through the ranks to become a small business owner for most of his career. Kent has seen many changes in the San Diego county area. In 2008 when the economy became troubled, having foresight, he choose to retool and along with his wife Deina (also a Bridlewood agent), started a new venture in the Health and Medicare insurance industry. Now as leaders in their field with over 1,100 clients, they read more…
For many years, Deina’s career was with a large wholesale nursery, and her background was in Horticulture and Landscape Design. She received her degree in Horticulture from Cuyamaca College. She manage the Target Garden Shops for the wholesale nursery. In 2009, when Target decided to close their garden departments, she decided to shift gears with a new career in Medicare. With more than a decade of experience in the Medicare field, Deina can help guide her clients through the cumbersome Medicare process. Whether you are just turning 65, or retiring from an Employer plan, she can help you every step read more…
I am thrilled to be a part of the Bridlewood Insurance team, which helps offer quality Medicare products and services. My previous work experience was a 24-year career at TRW Systems as a Cost Manager. I decided to become a full-time stay at home mom to raise my children. For 7 years, I volunteered in various roles at the Discovery Store for The American Cancer Society. Besides that, I also work as a Medicare agent! Before living in Dana Point, I previously lived all around various parts Los Angeles and Orange County. I am a native Californian, for sure! I read more…
Medicare Agent Randall has been an insurance agent for 40 years. He has also been an internal Agent and a Manager for over 20 years, with two major companies. He has worked as an independent Agent for the last 20 years, specializing in Life, Annuities, Long-Term Care and now Medicare. Randall not only wants to help his existing clients, but he also strives to provide new clients with all the information they need about Medicare, to help them make an informed decision on what and who fits there needs the most appropriately. read more…
• Bilingual • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Life • Long Term Care
Medicare Agent Sabrina is a bilingual agent who is excited to offer health Medicare plans for seniors as a licensed and certified independent agent. With many choices in the Medicare marketplace Sabrina will help find a plan that fits her client’s needs. She covers Orange County and as a Spanish speaking Mexican-American can help Latinos with their Medicare choices. She is contracted with the major carriers in the Orange County market and believes in putting the client first by providing the public with more knowledge to make a well-informed decision.
Agent Manager Hi, we are very excited to partner with Bridlewood and to become your Orange County resource! Denice Merrill is the Co-Owner of Merrill Insurance Services, Inc. Specializing in Medicare Plan Choices with over 10 years Experience. With her success, she has won awards for agency of the year with United Healthcare in 2015, and Sales achievement award with Humana in 2015 in the Orange County Market. Denice is an Independent Medicare Broker offering a review of all plans in Orange County. Denice does not work for any one company, the analysis is based on your personal needs and read more…
• Medicare Advantage
Medicare Agent Milton has sold life and health insurance and annuities since 2002. He taught insurance pre-licensing classes throughout California. He now focusses on helping fellow seniors understand the complex Medicare system and all of the options available to them. He wants to be sure each of his clients has the right plan to cover his/her unique individual need. Milt is a true “people person” who provides old fashioned customer service to his clients. Milt has lived in Southern California for most of his life and resides in San Clemente with his wife, Andrea. They have 3 adult sons read more…
Christina is a Medicare agent in California. She has 26 years experience as an insurance broker. She is a graduate of the University of Washington and was a member of Phi Beta Kappa and Golden Key national honor societies. She is a past winner of the Business Journal’s “Women Who Mean Business” award. Christina has spent several years serving on the Broker advisory board for Blue Shield and Anthem Blue Cross and has won several “Most Valued Producer” awards throughout her career. She lives in Trabuco Canyon with her husband and two children. read more…
Stephan is a native Californian and has spent 20 years in sales management in the high-tech electronics industry. He started in the Medicare insurance field about 5 years ago, and thoroughly enjoys working with seniors helping them make that complicated decision on which medical plan is best for them. Stephan represents many of the major Medicare carriers and is able to help guide his clients to the appropriate plan, based on their medical and financial concerns, all the while enabling them to keep their doctor. read more…
Medicare Agent in Orange County, CA After 30 years of experience in the health insurance industry, Carol became an independent insurance agent in 2013. She quickly realized her passion is the opportunity is help others navigate the complexities of health insurance with emphasis on Medicare. Her focus is assisting her clients with selecting a health plan that meets their health care and budget needs. Carol recently joined the Bridlewood team for the superior support and expertise in the Medicare market.
Medicare Agent Sonia Jensen is a licensed and certified representative of Medicare Supplement Plans, Medicare Advantage Plans, (HMO/PPO) and Part D prescriptions drug plans. As a licensed agent she is able to provide you with over 200 plan options to meet your specific needs and concerns in this ever changing market.
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Susan and Richard are a husband & wife team serving the South Orange County area. Richard is a native southern Californian, and Susan moved to California from New York. Susan got her degree from Pace University, NY and Richard graduated from Newport University, CA. They have been together for over 30 years, and their backgrounds have always been in Sales, Finance and Management. They both had highly successful careers as managers in the tech world (Silicon Valley). Upon relocating to Orange County, they decided to channel that expertise and background to support their Medicare clients. They have both been working read more…
Agent Manager Kevin Kay is the owner of Bridgelink Insurance and Financial Solutions and has recently partnered with Bridlewood Insurance Services. He has extensive training and education in the Medicare arena. Kevin has been working with the Senior community for the past 6 years. His hard work and dedication to his craft has made him a top producer in his field.
Medicare Agent Gloria Janco of Lake Insurance is a seasoned Employee Benefits professional with over 27 years of experience. A successful bilingual Independent insurance agent with a focus on Medicare, individual life and group employee benefit portfolios. Gloria works closely with partner Carol Chamberlin to help clients understand and navigate through the complex world of insurance we live in today.
Medicare Agent Janis partnered with Bridlewood in 2016 and has over 18 years of experience in the insurance industry. Janis has a passion for helping others. Her heart is dedicated to helping seniors understand Medicare and their options. Doing what is best for her clients is what she is committed to in this industry. Her intention, integrity, and passion comes from raising her special needs son. Besides her 18-year-old son, Janis has three daughters and one granddaughter. Her oldest is daughter is 29 years old, and her youngest are 16-year-old identical twins. Janis loves living an active and healthy lifestyle. read more…
Michael is originally from Long Island, New York, and came to San Diego by way of his time in the service of the U.S. Navy, as a hospital corpsman. After his U.S. Navy service he liked the San Diego area so much, he decided to stay and began work as a medical assistant for Sharp Healthcare. While he considered a career in medicine, he always had an interest in business and personal finance, which also require a good bedside manner. Michael became a licensed financial advisor and insurance agent in 2003, and since then has had the privilege of helping read more…
• Bilingual • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Long Term Care
Marc is considered a unicorn in the San Diego area. Men like Marc are hard to find because he has lived in San Diego his entire life. With two beautiful children Brady and Reed, he is a busy man. In his youth, Marc vacationed all over the US with his parents. Today he is doing the same with his family. They love it as much as he did as a kid. Marc spends most Saturdays at youth sporting events either coaching or cheering on his boys.
Medicare Agent Jim enjoys working as a Bridlewood agent specializing in Medicare and other products for the Senior market. A natural “people person”, he enjoys meeting with people in their homes and helping them find a solution that works best for them. Many Seniors who are aging into Medicare, experience this as a time of confusion and one of “information overload”. Jim’s approach to this overload is to demystify Medicare through a short, well prepared presentation of the options available to the Medicare recipient. Born and raised in Santa Monica / West Los Angeles, Jim started his adult life read more…
Medicare Agent Linda works tirelessly as a Bridlewood Medicare insurance agent. Formerly a CPA, and holder of a BA in Finance and a small business owner for more than 18 years, Linda brings valuable insight of small business operations, accounting and a sincere concern for seniors to her role as a Medicare representative.
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Medicare Agent John began his insurance career as a life insurance specialist and gradually moved to health, property/casualty, and commercial with a large insurer. In 2017, he made the move to Medicare insurance only. John holds health licenses in California, Oregon, Washington, Idaho, Nevada, Arizona, Texas, Utah, Tennessee, and Minnesota. With over 16 years of experience in the insurance industry, John is extremely well-suited to assist with all of his client’s insurance needs. He made the decision to join Bridlewood in 2017 with the help of my great childhood friend, who told him about the opportunity even before 2017, but read more…
Heather, a California Girl born and raised, grew up in the small town of Ramona. After graduating from Montecito High School in 2006, she pursued a Real Estate Career and joined Keller Williams Realty and tried her luck at Real Estate for 5 Years. In 2014, Heather made the best decision of her life and switched careers, selling insurance. She truly feels that this is her passion, and she has had the best trainer and mentor helping me every step of the way – her dad, Jay Gray. It is very rewarding being able to work together and spend time read more…
• Final Expense • Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life
Jay is a seasoned southern California insurance agent with more than 15 years of experience. Medicare, Health and Life insurance are his specialties and he works with the majority of the major insurance carriers. He feels proud and privileged to have the opportunity to work with his daughter, Heather, and enjoys the father/daughter working relationship! After living in Big Bear for 10 years with his dad, Jay learned how confusing Medicare could be for seniors. The last year in Big Bear his Dad’s heath declined and all he had was VA coverage. They learned first hand, the hard way, what read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Bridlewood Agent Michael was born and raised in the Hudson Valley region of New York State. He relocated to beautiful San Diego, California in 2002. He earned a degree in Mortuary Science from the State University of New York at Canton and worked in the family business with his father for many years before joining Bridlewood Insurance in 2016. Michael is licensed in California, New York, Arizona, and Florida. He has dedicated his life to helping others, always seeking ways to assist in the communities where he lives and works. His knowledge in the Medicare industry has helped him guide read more…
With every client, Tom has 3 goals: Be helpful, be transparent, be honest. He believes that it’s the only way to conduct business. Tom has the heart of a teacher and has spent the last 10 years of his insurance career helping people understand difficult concepts. Medicare is complicated, and Tom is willing to take you into the deep end if you like knowing the nitty-gritty. Or, if you don’t want to get into all that – you just want to stay in shallow water – he’ll give you just the bare-bones of what you need to know so that you don’t drown in the read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Kim Wetzel has worked in the financial services and insurance industries for over 20 years. Her passion for working with seniors was the catalyst for her making a career change to Medicare Insurance. Kim’s husband, Jeff Wetzel, started Bridlewood Insurance and she left the stock brokerage business to work with him. They have built Bridlewood into the award-winning Medicare insurance agency that it is today. As the business grew quickly, it became necessary for Jeff to hand off some of his responsibilities, and who better than Kim to take over servicing his 1,000+ clients, and keep adding to that number read more…
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