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 support clients in all of Orange County, Los Angeles County, and San Diego County. If you’re in California, feel free to reach out so I can help you navigate your Medicare decisions! I look forward to hearing from you.
Email: [email protected]
Phone (Call/Text): 949-933-8210
Website: https://www.susanroycehealthinsurance.com

Jason received his BBA/ Finance degree from Texas A&M University. He is originally from Texas and moved to Southern California in 2017. He is also a certified financial planner and has 30 years of experience doing so. He really admired the support and training he received from Bridlewood and decided to join. His favorite part about being an agent at Bridlewood is helping seniors really understand their Medicare. Jason has a philosophy of “Client for Life”. He takes pride in treating his clients like family and giving them the best care & help possible.

Jason and his wife, Daniela, have been married for 2 years and they both operate their agency as a team. He really enjoys staying active whether that be playing golf, skiing, biking, hiking, as well as traveling.

Garth received his Bachelor of Arts in Communications in the year 2000 from the University of California, San Diego. He has been a licensed broker in the state of California since 2008. He was born in Toledo, Ohio, and moved to California at the age of 4 years old. His family wanted to move to California to get away from the cold weather but Garth still has lots of love for the Midwest.

Garth was introduced to Bridlewood Insurance by an old colleague from a previous job. He was excited to come on board with Bridlewood and wanted to continue helping seniors with their Medicare needs. His favorite part of his job is meeting people for the first time who are apprehensive about going over Medicare. He is grateful for working together with people and gaining their trust and support.

During his free time, Garth really enjoys playing sports and staying active. He like watching College Football and spending time with his daughter, Gaby.

Theresa is a wife and mother of three wonderful children – a son aged 17, and two daughters aged 11 and 13. Her family means everything to her, and she is grateful for their love and support every day.

After marrying her husband, they have spent 17 amazing years together. In 2008, Theresa graduated from Pacific College in Costa Mesa with a nursing degree. She worked in a medical office for four years, where she gained valuable experience in healthcare and patient care. She also worked as a para-educator for special education students, which was a rewarding and fulfilling experience.

In 2017, Theresa and her husband moved to Texas and opened his Heating and Air-Conditioning business. She helped him manage the office work and customer services, which was a new and exciting challenge for her. During their time in Texas, Theresa’s parents needed help with their Medicare coverage, and she was introduced to Caitlyn Vu, who helped her parents understand their coverage. Theresa was impressed with Caitlyn’s passion for helping seniors with their health coverage needs, and she learned a lot from her.

In 2020, during the Covid pandemic, Theresa decided to move back to California to take care of her parents while her husband managed his company remotely. Inspired by Caitlyn, she decided to pursue a career in senior health insurance and help seniors understand their coverage. Caitlyn introduced Theresa to Bridlewood Insurance, and she is now proud to be a part of this team, helping seniors like her parents navigate the complex world of Medicare coverage.

After college, Carol decided on a career in Insurance.  With more than 45 years of experience as a Life, Health & Accident agent, she is licensed in CA (resident state) and AZ, FL, ID, IW, MI, MS, MI, MT, NM, OH, OR, TX, UT, and WA.

She handles all lines of Medicare, including Medicare Supplement, Advantage and Prescription Drug plans.  Carol loves educating people, so insurance has been a wonderful fit for her.  She decided to come to Bridlewood Insurance after a colleague, Denice Merrill, introduced her to the agency.

Although Carol was born in Arizona, she has lived in California since she was 11 years old.  Recently married to her wonderful husband, Marshall, they love dining, attending plays and travel.

Gabriel attended Cal State Fullerton.  He has 25 plus years in the Insurance industry as a Farmer’s Agent, Medicare Agent and also offering Life and Commercial lines of insurance.  Gabriel began his Medicare career with Bridlewood about 5 years ago, and loves the excellent agent support and marketing they offer.  He offers Medicare Advantage plans in Orange County, San Diego and LA County.   He really believes in taking care of his clients as if they were his own family members, and if you do then the clients will take care of you!  He bilingual, which is a tremendous asset to a Medicare agent, and opens up a whole new group of clients he can serve.

Gabriel’s favorite pastimes are traveling, tennis, taking adventures, chess and languages.

Scott received his BA at Cal State University, Chico, with a broadcast journalism major.  He has been Insurance licensed since 2006, and is Life, Annuity, Health, Medicare and Long-Term Care certified.   Scott specializes in those people who are Turning 65, and those who are over 65, who are still employed or with a working spouse. Besides assisting seniors with their Medicare needs, he can help clients navigate through their Social Security options.

Scott was attracted to Bridlewood because he felt their organization was comprised of good people, one of his best friends has made a home here, and he likes to work with positive people with good attitudes and the right approach to their career.  He feels he is constantly in learning mode so he can better serve his clients, and on the flip side, feels he learns so much from his clients along the way.  Even with the rigorous training and certifications he must complete, he believes he learns something new with each client interaction.

Scott has lived in multiple locations throughout Southern California, and is currently enjoying life in Long Beach, which provides convenient access to LA, OC and North County San Diego. Originally from New Jersey,  he appreciates so many things about our country – literally, from coast to coast.  Scott has been married to his wife, Kim, for 30 years and they share three amazing, young adult daughters.  He is a music lover, photographer, car guy and author.  He truly enjoys traveling with the whole family, which is very high on his list of things to do in his spare time!

Tish has degrees in Business and Psychology and is a former Certified Nurses Assistant.  She also has over 20 years of experience in Bank and Finance, Life and Health Insurance, customer service, sales, real estate and mortgage.  She has been doing Medicare for several years, but was looking for an Agency to partner with that could help her with the training and support she needed to grow her business.  That agency was Bridlewood Insurance.  Tish’s philosophy is that she’s in the business of helping people.

She grew up in San Bernardino, CA and now lives in Santa Clarita, CA where she has been for 6 years.  A former widow, Tish now has a fiance named David.  They’ve been together for about 4 years.  She also has two grown sons, and David has a grown daughter.  In their time outside of work, she and David are Renaissance Faire re-enactors and design costumes and do art shows.

Lisa is a California Native, growing up in Central California until her family moved to Placerville, CA and she is proud to say she has lived in El Dorado County for the past 45 years. She has 3 adult sons and 11 grandchildren. She also has two cats, Tigger and Houdini.

She received her A.A Human Services, B.A. Social Science, M.A Career Counseling, Life and Health agent License.  Lisa has been a Life agent license since 2007 and has experience selling IFP as well as Medicare insurance products with many different carriers and in 44 different states. Currently she is working in California only.

Lisa decided to work from home and for herself and felt Bridlewood would be a good fit for her. She started with Bridlewood as of May, 2022.

Her philosophy is to always do the right thing for each client to ensure they receive the plan that fits their individual needs.

In her free time she enjoys tie dying, people watching, going to the ocean, listening to music, going to thrift stores, trying out new artistic endeavors such as glass blowing, painting, and pottery.