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, Bill, had been selling Medicare for many years, and convinced Robert that he could still help people, but in a different and meaningful way. He understood how confusing and daunting Medicare could be for people, and really enjoys the satisfaction of helping them understand it and make a well-informed decision that is good for them. Robert offers everything from Medicare Supplement plans, which give you the flexibility to see almost any doctor you choose and which have a monthly premium, to Medicare Advantage plans that combine the Medicare Parts A (hospital), B (doctors and clinics) and D (prescription drugs) all in one nice, neat package. He loves to see the smile of relief on seniors faces when he has helped them make this critical decision more easily and confidently.
Robert was born in San Diego – raised in Claremont and now resides in Poway with his wife, Shannon. They have been together for 22 years and have 3 wonderful children, Teddy, Shasta and Austin. Their daughter has blessed them with a beautiful granddaughter, Serenity. With his intense love of fish, Robert has 9 fish tanks and raises African cichlids, peacocks and many other beautiful fresh water fish. He loves fishing, raising fish, bike rides and camping. He also enjoys barbecuing and smoking different food. He recently bought 2 kayaks, and he can’t wait to kayak and fish in the lake and ocean.
• 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.
Marc is a single dad who loves the outdoors. You will find him fishing, hiking, and at the beach chasing his dogs around.
Marc has fun everywhere, even while helping retirees with their Medicare options, Living Trusts, Long Term Care. Marc has a prospering career at Bridlewood as a Medicare agent. Because he loves helping retirees, Marc became an expert in Medicare. He is also licensed in several states. Actually, it began with his parents who were confused and paying too much for their healthcare. Marc learned that the biggest fear of most retirees is not dying, but outliving their own money. Running out of cash… Just like you and me, when Marc first heard this he was amazed. So starting with his own parents, he began with basic Medicare questions. Marc’s parents have been on Medicare for almost 20 years and he immediately understood how confusing Medicare can be for Retirees. They were in the wrong plan that whole time. Marc helped them by switching to get better doctors, lower their costs and find peace of mind. He knew that others were making the same mistakes as his parents, so Marc made the decision to become a Medicare agent and help others. Now, Marc can help you through the confusing process by making it simple. As your agent for life, Marc works for you at NO COST but he’s worth a million dollars! By explaining the basics of Medicare in a quick 10-minute meeting he will find you the best plan. After meeting with Marc, you will want to share the good news. Marc will take the same great care of your friends, family, and neighbors. Marc is a dedicated personal agent. Call today because Marc is standing by and ready to help you too!
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.
A California native, Ron has been a Vista resident since 1975. Married to his lovely wife Nannette for 43 years, they have two sons and four grandchildren.
A lifelong waterman, he and his family have shared many adventurous travels while surfing, diving and fishing throughout the Pacific region. He regularly mountain-bikes the backcountry trails of North County to “keep the heart and lungs strong”.
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 development where he built homes in Rancho Santa Fe, Poway, and Ramona.
Bill and Vicki have three children–two of whom are married–and three grandchildren.
Bill McAllister is a Medicare agent based in San Diego, California. He has an Associates Degree in Business and has a Bachelor’s Degree in Marketing from San Jose State University. He also attended U.S. Navy Supply Group Officer School. After over 40 years in commercial furniture sales, Bill decided to switch gears and become a licensed Health and Life Insurance agent. He chose to work for Bridlewood Insurance because the company is customer-focused, and provides excellent support for it’s clients and agents.
Bill loves his new career, particularly the chance to assist his customers to make the best choice of their Medicare options. He strives to be an asset and resource that his customers can depend on.
Bill’s father was a 30 year career Air Force pilot, so they moved frequently, residing in Texas, New Mexico, Ohio and California while he was growing up. He also joined the U.S. Navy and was a Supply Corps Officer on a destroyer stationed in San Diego for 5 years. Bill and his wife, Angie, have been married for 42 years, and have 2 wonderful kids – Patrick and Michelle. They also have a granddaughter named Olivia, that they love to spoil. Bill’s interests are golfing, snorkeling, gardening, traveling and participating in his church group.
• 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 supplement plans, advantage plans and prescription drug coverage.
As a Medicare beneficiary himself, Jim especially understands the perspective of those navigating the Medicare maze and is uniquely qualified to serve as your advocate and cut through the confusion.
Jim moved to San Diego in 1965. Jim and his wife have five adult children and 5 grandchildren that they love spending time with. Jim is a long time surfer and enjoys San Diego’s surf spots and getting outdoors in his hometown of Coronado.
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Long Term Care
Licensed in California, Arizona, Texas, Idaho, Minnesota and Virginia. Certified with United Healthcare, Anthem Blue Cross, Blue Shield of California, Aetna, Humana, SCAN, Alignment and other carriers. Over 220 5-star reviews on Google.
Kevin Leinum is an independent Medicare broker who prides himself on giving 5-star support services to his clients.
Kevin recently celebrated his 20th wedding anniversary with his wife Breanne. They have three sons Crosby, Micah and Jasper. Kevin enjoys staying active through travel and fitness. His background and values make him someone who not only cares about his clients but also values the importance of family and community.
Helping seniors navigate the confusing and ever-changing world of Medicare evolved naturally for Kevin. For over 15 years, he has worked in the senior market.
As an independent Medicare broker, Kevin Leinum doesn’t work for just one insurance company—he works for you. Because he’s not tied to a single carrier, Kevin provides unbiased guidance tailored to your individual needs and situation. His goal is to help you find the right Medicare plan, not sell you a specific one. Best of all, his services come at no cost to you. He’s compensated by the insurance carriers through a regulated agent servicing fee, ensuring you get honest recommendations and the dedicated support you deserve. With Kevin, you get clarity, choice, and confidence in your Medicare decisions. The choice is simple.
Contact Kevin Leinum today. Call 619-886-5665 or by email: [email protected]
Jose has a Bachelor’s degree from SDSU in Mexican-American Studies and he has been Life and Health insurance licensed since 2014. He is passionate about working with the Spanish speaking community on navigating through the complicated Medicare maze.
Jose grew up and currently lives in Oceanside, CA. He is widowed with two young children; a 10-year old daughter and 4-year old son.
• Covered California • Final Expense • Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life
Carol has more than 30 years experience in the insurance industry. She has worked as a territory Manager & Marketing Specialist for SecureHorizons/United Healthcare, a Broker Manager for HealthNet Medicare, and is the owner of Strickler Insurance Services in SoCal. She provides multiple plan options for her clients, including HMO, PPO, Stand Along Prescription Drug plans and Medicare Supplement plans, and hold licenses in multiple states.
Carol decided to partner with Bridlewood in 2015 as her Field Marketing Organization. An FMO is a broad group of insurance professionals and staff that are a great resource that communicates to agents in the field, so they are kept up to date on Medicare laws and changes so they can keep their clients well-informed. Bridlewood’s approach to business and clients mirror Carol’s beliefs and values of integrity and excellent customer service. Carol feels that building long-term relationships with her clients has made a huge impact on her life. Her clients depend on her for all of their insurance needs, such as Life Insurance, Medicare, Dental and Individual and Family health insurance plans. Working for just one insurance company as a captive agent doesn’t allow an agent to develop those trusted relationships, which is why she became an independent insurance broker, offering all the available plans in her area. Her family of clients make a huge difference in her life, and she is integral to them as well.
Born and raised in San Diego, California, she spent 10 years in the small town of Tehachapi, where she is raised her 3 sons. Carol currently lives in Bakersfield, where some of the most famous country artists began their careers. She likes that Bakersfield has big city options, but still maintains that small town feel. And she really enjoys the warmer climate. Carol and her husband, Jeff, have been working together in the Medicare industry for many years. She was his “Medicare teacher” and now he teaches her a thing or two! Together they have 4 boys and two dogs – Harley which is a Yorkie and Sassy which is a maltipoo. They travel with them everywhere they go, and are such a joy in their lives. They love to camp in their trailer and travel around the country. They both enjoy nature and animals. One of Carol’s favorite things to do is rearrange and decorate her friend’s and family’s homes.
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 a CPA in private practice and they have two grown sons, Kevin & Nathan, and Wayne spend their spare time gardening, cooking and they enjoy helping friends, family and the community.
