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. read more…
Desiree’ was born and raised on Long Island, NY. Relocated to the Charlotte, NC area in 2013. Desiree’ obtained her Bachelor’s degree in Business Administration from Strayer University in 2018. Desiree’ knew she loved to help people however did not know what career path she wanted to go. When she met her now husband, Troy, who is a licensed health insurance agent and has a passion for Medicare, Desiree’ decided to get licensed in Life and Health in 2019. Desiree’ specializes in Medicare Supplement and Medicare Advantage plans. Desiree’ enjoys educating people on their options when it comes to Medicare. read more…
Barbara started her career in the building products industry and the computer hardware industry before becoming a stay-at-home mom while her two young kids. She then started a business in the event industry with her husband and produced consumer trade shows in three states for 11 years. Barbara came across the Bridlewood website and recognized one of the agents’ names as an acquaintance of hers – their sons played H.S. baseball together. She reached out and she introduced Barbara to her mentor. During their brief conversation, she was immediately convinced this is the right place for her “Second Act”, her read more…
Nina has over a decade in the insurance industry, but expanded her business to include Medicare 4 years ago. She specializes in Medicare Advantage and Supplement and Prescription Drug Plans. Since she also writes group insurance, this made for a very easy transition when someone on a group plan ages into Medicare. Nina enjoys the great comradery at Bridlewood insurance and is looking forward to their support and training to add value to her current book and future clients! Nina went to college at Colorado State University, and earned her Bachelors of Science degree in Accounting and Marketing. She loves read more…
MJ Heins comes from a medical practice background. She spent 15 years managing a variety of medical practices and served as the president of the Colorado Medical Group Management Association during that time. She has exclusively helped people with all aspects of Medicare for a dozen years. MJ starts at the very beginning with her Medicare clients – analyzing whether they should stay on their employer plan or move to Medicare. She also actively assists clients with their A&B enrollment before enrollment in either a supplement + Rx or Medicare Advantage. MJ’s clients appreciate her independence in helping them discern read more…
Ryan attended Augustana University, Sioux Falls, SD. and graduated in 1999 with a Bachelor of Arts, Journalism Major. He was a Marketing and Sales Representative – for State Farm in Worthington, MN from June 2007 – October 2020. He currently is the Agency Owner of Pinnacle Insurance Group, LLC in Brandon, SD (Nov 2020 – Present). Ryan has three daughters, Megan, Gemma and Marlee. In his free time, he enjoys doing anything outdoors – hunting, fishing, camping. read more…
Craig is a Medicare broker in the Denver metro area, with a passion for helping seniors with their healthcare and Medicare planning. He joined Bridlewood in October of 2022 because he wanted to be affiliated with the Best! He loves developing a long-lasting relationship with his clients through service and communication. Craig received a Bachelor of Science, in Mechanical Engineering, a Masters of Finance and a Masters of Business Administration (MBA). He has been in the Medicare business for 5 years. He has a girlfriend of 11 years and loves to travel and enjoys visiting with friends on a patio read more…
Dixie Obbink
• Final Expense • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Life
Dixie is originally from Huron, SD and has resided in Brandon, SD for 6 years. She studied Marketing/Management at the Lake Area Technical College. She has worked in the property and casualty side of the insurance business for 6 years and Medicare for 4 years. She has held her Precision Nutrition Certification for 6 years and has been certified in Kettlebells as well. Dixie joined Bridlewood Insurance in January of 2023 after she met Roger and Kim Cram, also Bridlewood Agents, at a seminar held by one of the insurance carriers. They are very genuine people and had a lot read more…
Myra was born in Washington state, raised her family in Montana’s Big Sky country, and now calls Idaho home. Her heritage in the Northwest is rich and her roots run deep. Not only a passionate singer/songwriter and radio personality, she once served as Miss Rodeo Washington. She currently enjoys ranch life on the Camas Prairie with her family and granddaughters. True success in Myra’s opinion is living by her favorite quote, “the heart that gives gathers”. Relationships are at the heart of everything she has achieved. The importance of going the extra mile and helping others bring her great joy read more…
Keni grew up in Texas but moved to Colorado in middle school. She currently resides in Broomfield for the last 24 years. Keni received her Associates degree in Computer Science. She has 20 years in ambulance billing and serving as intermediary between medical providers and insurance carriers Keni decided to join Bridlewood in 2022 so that she could help folks navigate the sometimes-confusing sea of Medicare options and help them to find the best fit for them. She loves meeting new people, and her goal is to become her clients’ go-to resource every enrollment season so that they feel confident read more…
Karin Bliss
• Medicare Advantage
Karin worked for UnitedHealthcare for almost 4 years in customer service with Medicare Advantage plans and during that time she had the unique experience of acquirning a great deal of knowledge about them and tips that can help seniors with their insurance needs. She has her Health and Life insurance license. Karin decided to join Bridlewood Insurance agency, because her manager is local and she provides the necessary training and support she needs. Her philosophy is her business is based around integrity, and doing what is best for her clients every time to gain and keep their trust. Karin is read more…
Jeff Ballif
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Jeff is a seasoned Medicare insurance professional with over a decade of experience helping people understand their Medicare coverage options. He graduated from Brigham Young University – Idaho in 2011 with a Bachelor’s degree in Communication. He holds a Health and Life insurance license, as well as the professional designation CMIP, Certified Medicare Insurance Planner®. Jeff’s approach revolves around educating Medicare recipients, empowering them to make informed choices about their healthcare coverage. His belief is that by offering clarity, he can earn trust and establish a lasting relationship with his clients. Originally from Bountiful, Utah, Jeff and his wife Natasha read more…
Terresa grew up in the San Francisco Bay area and have lived in San Diego area and Temecula for most of my adult life. She has lived in Southern Oregon the last three years and loves it. She received her BA Physical Education from Azusa Pacific University and her Master’s Degree in Sport Management from San Jose State University. One of her very first jobs was in insurance and she is excited to get back into the insurance field. She looks forward to helping folks gain knowledge and understanding of Medicare in order to make the best Medicare decision for read more…
With a degree in Biology, David has always been curious about how complex systems work. “It can always be a daunting endeavor when one first sets out to understand complex systems and how to conceptualize, and navigate through them . . . . but that’s what make me tick, it just speaks to me”. He first became a licensed insurance agent in 1996, at a time when he had a bit more hair, and it was a vastly different environment – we had the yellow pages and dial up modems, and the internet was just for browsing. What a change! read more…
Jordan is from Oklahoma, born and raised. He studied at the University of Oklahoma for Bio-PreMedicine and Business Administration and has his Insurance License for Life, Health, Accident & Sickness. He decided to work with this prestigious company, Bridlewood Insurance, in early June 2022. This group of individuals has shown him dedication, and bright morals in always putting the medicare members first. He values this above all others and continues to look up to the leaders in this group. Jordan’s favorite part of this job is meeting individuals, getting to hear their stories, and putting a smile on their face. read more…
Sandra was raised in a small suburb of Chicago, but when she married her husband, they decided to move to the Kenosha County area to raise their family. Her education background consists of attending Kaplan University in their insurance Studies program. After working in the banking industry for 20 years, Sandra moved into the field of insurance. Since then, she has earned her Home and Auto Insurance license for 2 years and her Health and Life Insurance License for 1 year. Sandra has always looked for a company that made a difference in people’s lives. While looking for a career read more…
Patty Maatz
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
My roots are strong and deeply planted on the open plains of North Dakota. I grew up in a small rural community on a multigenerational farm, where we raised various crops, beef cattle and horses. The farm taught me the value of hard work, integrity and working together. At age 16, I began my mission to serve people, in the local café as a cook. I loved seeing the locals and meeting new visitors as they traveled through the area. My first career was Cosmetology, before jumping with both feet into health care. Completing 144 credits in two years I read more…
Lan Lieu
• Bilingual • Medicare Advantage
Lan is Chinese, but from Vietnam. She speaks Chinese, Vietnamese, and English. She came to the U.S. in 1980, graduated from high school in 1986, finished college with a Bachelor of Science degree in Computer Management Science in 1990, started to work for USGS from 1990 as a System Administrator and retired from USGS on March 31, 2018. Lan has been helping people with State & Federal Government programs such as Medicaid & Medicare for years. A few years ago, Lan met a couple before they joined Bridlewood. Lan referred a few people to them for Medicare Advantage. After joining read more…
Brandi Mclay
• Financial Planning • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life
Brandi has more than 5 years working with Medicare insurance, and is licensed in GA, CA, AZ, OR, ID, and FL. She decided to work with Bridlewood so she could offer more plans and help her clients get the most appropriate coverage to fit their needs. Brandi loves helping people in their Medicare journey, but educating them on what Medicare is, how it works, and what their options are for supplemental insurance plans. She finds working with seniors to be fun and enjoys making a new friend in the process. Born and raised in San Diego, Brandi now lives in read more…
Allen Evans
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Allen is originally from Hurricane, UT and currently resides in Bluffdale, UT. He attended Hurricane High School and graduated from Utah Valley University. Allen has 8 years of Medicare Health Insurance experience, licensed in 48 states. He is a top agent for conversion rate and retention, never having a founded complaint against him. Allen is fairly new to Bridlewood, deciding to make the move because he like their business philosophy better than any other place he has seen. They truly care about making sure everyone they interact with is in the best situation possible which aligns perfectly with his values. read more…
Jacob Knutte, Broker/Agent has years of experience. His resume includes Healthcare companies: such as UnitedHealth Care Scan Blue Shield and Aetna, As a Financial Professional: at Prudential Financial, and MassMutual, and as a Hospitality Executive: at Intercontinental, Hyatt, and Hilton hotel groups. Jacob is an educator with experience in post-secondary schools. International Experience: Seven years in Indonesia as well as two years in China as a Management Consultant. Jacob is experienced in understanding and helping multicultural families. Academic Accomplishments: Consist of an MBA from Golden Gate University, a BS degree in Business from Cal Poly Pomona, and an AA degree read more…
Kara is your trusted Medicare advisor and guide to ensure you fully understand all of your Medicare plan options, and may then choose the plan that best meets your specific needs. Health care choices can sometimes be frustrating, confusing, and overwhelming, and as an independent licensed sales broker her priority is to help you make the best choices for your situation. She has a long history of providing her clients with exceptional and outstanding service. Kara loves building meaningful and long-lasting relationships with people, and her mission is to ensure everyone she works with feels that she completely understand their read more…
Yolanda Ochoa
• Bilingual • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Yolanda has an AAS in Accounting and has previously worked in the field, and then decided to take a break due to becoming a stay at home mom. She then returned to work but in a completely different arena, the food industry. Her passion is the baking and pastry side and she has enjoyed this field for the last 6 years. A friend who is currently in Medicare Insurance had reached out to Yolanda about getting into the Medicare business, and she realized what a great opportunity she would have serving the underserved Spanish speaking community. Yolanda was born in read more…
Frank is from Central Florida. A proud graduate of the University of Central Florida. He has been in the insurance business for more than 5 years and is happy to serve families that are looking to get more out of their Medicare experience. Franks ‘philosophy for client service is that life is only given purpose when you serve God by serving people. He is passionate about what he does, and it is his duty to be more than an agent to his clients. Frank wants to be a lifelong source of aid and resources to all those that he serves. read more…
Erin was born in Evanston, IL. Both her parents worked for IBM, so she moved around a bunch as a child. IL – FL – NJ – NY all before she was in 3rd grade. When Erin was 8 or 9 years old, they moved to what was always their vacation home in Minocqua, WI. She never wanted to leave, she loved it here. Unfortunately, her parents divorced, and she left when she was 11 to go live with her mother in NY. She always said she would move back some day. That day came 30 years later, with her read more…
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