• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Life • Long Term Care
Kenneth Gallagher graduated from Cal Poly Pomona in 2002 with a Bachelor’s of Science in Finance, Real Estate and Law. While there, he interned with Merrill Lynch and Northwestern Mutual Insurance, the latter of which he worked at after graduation. As an insurance agent, Ken listens and determines what matters most to his clients, then assists them with comprehensive insurance planning. He also assists individuals in understanding Medicare – the rules, the benefits, the timelines, and how to enroll. Once they are enrolled through Social Security, he then educates clients about their additional options: Medicare Supplement plans (a.k.a. Medi-Gap plans) read more…
• Financial Planning • Life • Long Term Care
Educational Background: Bachelor Degree in Finance Seton Hall University South Orange NJ With over 20 years experience in the Insurance Brokerage industry, with a focus on Annuity, Life insurance, LTC and Medicare distribution . My clients are financial advisors, CPA’s, and estate attorneys. State Insurances licenses for health, life, LTC producer in NJ, NY, and PA NEO Ethics member Areas of specialty within the Medicare insurance area: For both new to Medicare and the existing Medicare clients, I do the following: Through a series of questions: Through a series of questions…. 1. Asses the current health and financial condition 2. read more…
Ralph graduated from Cal State Fullerton, majoring in Political Science and Communications. He has been a Financial Counselor for over 30 years and has been part of the Dave Ramsey organization for the last 8 years. Ralph is also a broker and senior partner at Term Team EZLife, a full service Financial Advisory Firm. Several years ago, Ralph decided to add Medicare to his portfolio of products.  He specializes in Medicare Advantage Plans, Medicare Supplement Plans and Medicare Special Needs (Medi-Medi) Plans. read more…
• Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
I have worked for over 10 years in the Insurance Industry. Initially, I worked processing claims and handling customer service for insurance companies. Then, I worked as a medical biller for a skilled nursing facility. For the last three years, I have worked with Colonial Life focusing on supplemental benefits for employees. Now, I’m working with Medicare insurance helping individuals to find the best product that fits their needs. I help them to understand how Medicare works and what the next step for them is. I have always loved helping people. It is one of the things that makes me read more…
• Bilingual • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Gloria attended the University of San Diego. She has many years of experience working in Social Services with Medi-Cal recipients as well as the Management and Pharmacy industries. She was born and raised in San Bernardino and has lived in Big Bear Lake since 1994. Gloria was introduced to Bridlewood Insurance by a good friend. She started to work alongside her friend and has loved it ever since. She feels like the reward of her job is when her clients fully understand Medicare and are very happy and pleased with their insurance plans as well read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
• Covered California • Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Rachelle is a proud graduate of Granite Hills High School, class of 2000! She then went on to attend junior college for a few years to complete her general education requirements. She met her future husband, Kyle, and when he asked her to marry him, she finished out her year of school and they were married. She then went on to work for her father-in-law for 3 years, helping him in his office supply business. After that she worked for a label manufacturer for about 10 years, before deciding to be a stay at home mom to her daughters. With read more…
• Final Expense • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Life
Simplifying Medicare: My Mission to Help You Navigate Healthcare with Confidence When I first began my journey as a Medicare advisor, I quickly realized how confusing and overwhelming the system can be for many people. I met seniors drowning in paperwork, families struggling to understand their options, and individuals worried about making the wrong decision for their healthcare future. Medicare is meant to provide security, yet too often, it creates stress. That’s why I made it my mission to simplify the process and provide clear, personalized guidance. Instead of bombarding my clients with jargon and fine print, I break everything read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Mary attended the University of Colorado, and received her Bachelor’s Degree in Sociology and has a minor in Business. She has also been a licensed health insurance agent, specializing in Medicare for over a decade. Mary loves assisting people navigate the process of enrolling in Medicare, as well as helping them select the right supplemental plan for their particular needs. She offers a full range of Medicare Supplement plans, Advantage plans and Part D Prescription Drug plans, with all the major carriers. Mary decided to join Bridlewood Insurance in 2018, so that she could offer a more robust portfolio of read more…
• Covered California • Final Expense • Medicare Advantage • Medicare Prescription Drug Plans • Life
Emmanuel is a college graduate, and has held many various occupations for over 45 years, including a teacher in the Philippines, a Customs Inspector, a medical records specialist, and a Life and Health Insurance agent. He recently decided to focus on the Medicare market and helping seniors with this very important decision they face. His motto is to do what is best for the client, each and every time! Originally from the Philippines, Emmanuel moved to the United States in March of 2003. He now resides in West Covina, CA, along with his wife of 44 years, Zenaida. They have read more…
• Bilingual • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Janet received her Bachelor’s Degree in Political Science from San Diego State University. She has held various jobs including Private Banker with Chase bank, a mobile Notary Public, and most recently as an Insurance Broker. Her areas of specialty are Medicare/Medicaid, Medicare Supplement plans, Advantage plans and Prescription Drug plans. During her time working for Chase Bank, she was able to acquire her Life Insurance license. Her friend, Maria Sherwood (who is also an excellent agent for Bridlewood), had already joined Bridlewood the previous year and told Janet what a great team of agents they had, so she decided to read more…
Chris is originally from Vietnam, and now resides in San Diego. He has worked with Life, Health and Accident insurance, and is specializing in Medicare. He received a recruiting letter from Bridlewood insurance, and after meeting with the President, Jeff Wetzel, and his agent manager, Bill Murray, Chris decided to try this new adventure. He enjoys the challenge of trying something new, and at the same time he is helping seniors with a very important decision they have to make. Chris offers Medicare Advantage plan, Prescription Drug plans, Supplement plans and Dual/Chronic Special Needs plans. Dual plans are designed for read more…
• Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans
Barbara has spent over 40 years in the insurance industry, with 30 of those years in health insurance. She began her career at GEICO in 1981, and in 1991, she began working at Mercer Consulting, where she remained for twenty-five years. While her experience includes advertising, retirement consulting, compliance, and accounting, her major focus is health insurance. In 2019, Barbara decided to shift gears from corporate benefits consulting to working with small businesses and one-on-one with individuals, assisting them in finding the most compatible insurance plan(s) for their particular needs. She now enjoys working more directly with people and is read more…
Paul graduated in 2009, with a Bachelor of Science from the University of Scranton. He has more than 10 years experience in Health and Medicare insurance. He has received recognition by earning both the Chairman’s Club and Top Producing Agent, due to referral business and building strong relationships with his clients. Paul is passionate about helping his clients understand the complexities of Medicare, while providing affordable solutions for coverage. Paul loves ice hockey, and played competitively while in college. read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life
Roger has a way of explaining the Medicare process making it easy to understand. Roger and his wife Kim, who is also an agent, have an insurance agency in Madison, South Dakota and are licensed to offer Medicare related products in 26 states. Roger has several degrees, including an Associate’s degree in Agriculture from Mankato Vo-Tech, a Bachelor’s degree in Finance, and a Bachelor’s degree in Insurance and Real Estate from Minnesota State University. Roger & Kim have owned Amerigroup Financial, LLC, which is an independent insurance marketing company contracted to sell a wide variety of insurance products, for well read more…
Helping people sort through the confusion of Medicare, gives Donna a great sense of accomplishment and satisfaction. She specializes in Medicare Advantage plans for her clients. Donna was born in Culver City, and moved to south Orange County in 1966. She currently resides in San Juan Capistrano with her husband, Lance. They have been married for 13 years, and Donna has two grown children from a previous marriage, as well as two grandchildren with a third on the way. In her sparetime, Donna enjoys painting portraits, writing and has gotten passionate about Stand Up Paddleboarding at the Dana Point Harbor. read more…
Robert, or Bobby to his friends, graduated from Madison High (San Diego) in 1984. He has worked in several different trades in construction, as a sub-contractor, and has always been able to stay busy. He has worked with laying tile, lath and plaster, electrical installation, framing and painting, and ironwork. He was a superintendent for Lennar Homes for years and when the recession hit in 2008, he was able to switch gears and work on tile installations, flooring and countertops. Realizing that laying tile is a “young man’s” job, he knew he needed to make a change. His older brother, read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Jay graduated from the University of Iowa in 2007. He has worked in the insurance industry for over a decade, and has specialized in Medicare since 2018. He is contracted with all the major carriers in the area and offers a full range of products and services to his clients, including Medicare Advantage, Medicare Supplements, Special Needs Plans, Medicare/Medicaid plans, Low Income Subsidy, and Veterans Plans. Jay decided to focus solely on Medicare because he realized how big of a demand there was for someone who can simplify the process, as well as educate and help seniors with their Medicare read more…
Janet has her Associates of Science in Child Development. She also holds her Health and Life licenses. She began working in insurance in 2007, as an Employee Benefit Consultant. Then several years later, started her own insurance agency, GWT Insurance Services. She works closely with special needs trust attorneys and fiduciaries.  She decided to join Bridlewood Insurance, after working for another large agency that was out of state and provided little to no support to their agents. She started to look for a local agency and came across a flyer from Bridlewood. She met with the President, Jeff Wetzel, and read more…
• Bilingual • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans
Jose has an AA in Nuclear Medicine and a Bachelor’s degree in Business Administration, with an emphasis in Marketing. He used those degrees to build a thriving career in medical sales for over 40 years. Those sales included Nuclear Medicine, MRI, Cardiac CT, Gamma Knife, Cyberknife and Linear Accelerators. After Jose retired in 2017, he decided that a great segue would be to carry over his medical knowledge into a field where he would be able to help people with their health care concerns, and Medicare seemed to be the perfect fit for him. He specializes in educating people about read more…
Mark graduated from St. Cloud State University, with a major in business management, and a minor in marketing. He spent 30 years as a Marketing Rep for Federated Insurance. During his tenure he focused on helping businesses with their commercial and group health insurance. He recently shifted that focus to Medicare specific insurance. He specializes in helping people who are new to Medicare, although he loves working with seniors of all ages. Mark brings value to his relationships with his clients, as he not only helps them find the most appropriate plan for their needs, but he also can help read more…
Deb’s focus is on helping seniors with their Medicare Advantage plans, and also specializes in helping people who have both Medicare and Medicaid (Medi/Medi). The Medicare business is a family dynamic – her stepson worked for UnitedHealthcare and recruited her husband, Larry Roberts, as an internal agent with UnitedHealthcare. As Larry’s business grew, he added Deb’s son, Zeb Christensen, as an agent, along with other people who were looking for a fun and challenging new career. When they met Jeff Wetzel from Bridlewood Insurance, both Larry and Zeb decided to join this fast-growing, Medicare specific agency. Soon, they were both read more…
• Bilingual • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Amanda is a licensed and trained insurance broker, specializing exclusively in Medicare. She is certified with many top Medicare Advantage, Prescription Drug and Medicare Supplement insurance plan carriers and is qualified to answer any questions you may have. At no cost, she will help you find a health plan that best suits your personal healthcare needs and your budget. By educating you on all the options available, she will give you the power to compare and the freedom to choose. Amanda is a San Diego native living in the Kensington neighborhood of San Diego with her husband Paul, stepdaughter Peyton, read more…
• Final Expense • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Sheryl has a Bachelor of Science degree and a Master’s Degree in Elementary Education with an emphasis in Early Childhood education. She has worked in both public and private school for more than 20 years, teaching pre-kindergarten, kindergarten and first grade. She was awarded two educational grants, one at the state level and the other at the district level, focusing on parent involvement. She is currently self-employed, and runs a web-based consignment shop from her home. She recently decided to delve into Medicare, and is excited at the prospect of helping people protect their future, by meeting their current individual read more…
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