• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
With an Associates degree in accounting, Tamara spent the bulk of her career in Corporate America and retail, primarily in Big Box stores, Technology and grocery stores, and finally exiting as a VP of Client Services, before she embarked on her Medicare career with passion and gusto. During her career in retail she learned a lot . . especially about people. After her initial years of being a captive agent with UnitedHealthcare, she decided to branch out and offer a wider range of products, to ensure that she was able to provide all the proper options for her clients, so read more…
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 read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Long Term Care
Kevin Leinum is the owner of Capstone Insurance Services and has partnered with Bridlewood Insurance Services in 2018. Kevin has extensive training and received his CA insurance license in 2008. His hard work and dedication to his craft have made him a top producer in his field. Kevin’s success has come from his attention to detail with each client he works with. He believes not one plan is right for everyone and takes the time to find out each client’s needs and guide them to the best plan for them. Kevin heard about Bridlewood from a friend of his, and read more…
Lauren Smith is the owner of Lauren Smith Insurance Services, Inc, and has partnered with Bridlewood Insurance Services in 2017. She has extensive training and has worked in the insurance industry for over 20 years. Lauren’s hard work and dedication to her craft have made her a top producer in her field. Her success has come from her attention to detail with each client she works with. Lauren represents a variety of top-rated local and national carriers. She believes not one plan is right for everyone, and takes the time to find out each client’s needs and guide them to read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Larry Roberts attended West Marshall High School and graduated from Waldorf College. Larry had an extensive sales background before becoming a Medicare agent. What surprised him most about Medicare sales, is that he really isn’t selling anything, he is helping seniors solve a problem – making sure they had the best health care coverage for their particular needs. Larry specializes in Medicare Advantage and Low Income Subsidy plans. He joined Bridlewood Insurance because he wanted to be able to offer all the different carrier’s products to his clients, so that they truly have the most appropriate plan. Larry enjoys meeting read more…
Steve Cox is a licensed Insurance Broker/Agent in Colorado and Arizona. After 7 years working with only UnitedHealthCare, Steve moved to Bridlewood Insurance Services which allows him to offer products to his clients from all the insurance companies, rather than just one. He came to Bridlewood after receiving a recruiting call from the CEO, Jeff Wetzel. Steve asked around, and after multiple conversations with prior co-workers who had moved to Bridlewood, he realized that they have a fantastic reputation for agent support and customer service.
Yolanda Ledford has been a number one selling mortgage banker for over 20 years. Clients choose to work with her for her ethical approach, experience and expertise in helping them achieve their goal of home ownership. Through this experience she has learned that the number of people who become eligible and obtain Medicare insurance is growing each year, and it is important for these consumers to understand all of their options.
• Medicare Advantage • Medi-Medi
Zeb graduated from Dana College in Blair, NE with a Bachelor’s degree in Physical Education. He has been working with Medicare for just over a year, and in that short time has assisted many seniors with their Medicare options. He joined Bridlewood because of their reputation for educating and taking care of their clients and agents. Zeb loves the vision and drive that the team of agents he works with, has. He loves working with people and enjoys helping seniors learn about Medicare and choosing the right plan based on their health and prescription needs. [read_more id=”1″ more=”Read more” less=”Read read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Peggy graduated from Atlantic High School, and attended Des Moines Area Community College in Ankeny, Iowa. She has worked in various sales positions since 1995 – real estate, advertising, auto dealership sales, securities advisor and life & health insurance sales. In January 2014 she opened her own property and casualty insurance practice called Spartan Insurance, LLC. Peggy recently added Medicare Supplement and Advantage insurance plans to her portfolio of products she offers.
Vickie is a unique blend of Midwestern roots, Southern charm, and contemporary West Coast style and applies this diverse experience to help her clients simplify navigating the Medicare enrollment process and identify the top Medicare insurance plans to supports their specific healthcare needs. As a proud affiliate of Bridlewood Insurance Services and one of the nearly 10,000 Baby Boomers turning 65 every day, Vickie recognized an urgent need to simplify and redefine the process of transitioning to Medicare and launched New Chapter Insurance. Focusing and specializing exclusively in this expanding 65+ Medicare market, she is a licensed agent, certified across multiple Medicare providers, read more…
Clare Burley was born in Chicago and moved a lot as a young child, with her family finally settling in Colorado when she was 6 years old, where she has lived ever since. Clare made the decision to work for Bridlewood Insurance as a Medicare agent because of her dear friend and team member, Mataya, who had only positive things to say about Bridlewood and its culture of “client first”. She wanted to be a part of a great, supportive team and she feels very grateful for the opportunity to join Bridlewood, and has truly enjoyed every minute of her read more…
Bailey is a firm believer in being a team player. This most likely stems from her experience competing in collegiate golf at St. Cloud State University, where she received her Bachelor of Science in Marketing. She learned very quickly that individually you can do well, but working together, you can achieve so much more. Today, Bailey is still a team player at Bridlewood Insurance. With her passion for people, processes and insurance, she takes pride in working with her clients, walking them step by step through the Medicare process to ensure that their unique insurance needs are met. Outside of read more…
Janet has her Bachelor of Science degree in Business Administration – Management. She has been working in the Medicare field for quite some time, and specializes in those seniors with Medicare and Medicaid (Medi-Cal). Janet gets great satisfaction from assisting her clients to find the right plan to cover all their medical and prescription drug needs. read more…
Sergio holds a Bachelors degreen in Business Administration. He has worked for over 20 year’s in the Financial Services industry, the last five years have been working exclusively in Medicare insurance. During his tenure, Sergio garnered the Gold Club award for production his first year in the insurance industry. Because of his high production numbers, he has been invited to participate in achievement level conferences in Dallas, Las Vegas and Phoenix. He also was promoted to an Agent Manager position in 2017, where he has developed a highly-trained, caring team of Medicare professionals. Sergio offers all Medicare plans types – read more…
Dave graduated from Northern Kentucky University, with a Bachelor of Arts in Radio/Television/Film. After many years working in both television and print media, Dave recently switched gears and got into the Insurance industry. His choice of working for Bridlewood stemmed from a long-time business relationship with the owner, Jeff Wetzel. They had worked together during Dave’s tenure with the San Diego Union Tribune, when Jeff would place ads in the paper. Over time, Dave came to understand how much integrity Jeff had, and insisted that all his agents have the same integrity and always put the needs of their clients read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Karen is the best at helping seniors navigate the Road to Medicare with all their options including: Medicare Advantage Plans, Medicare Supplement Plans, and Medicare Drug Plans! Karen was educated in the UK and attended Bournemouth College of Commerce with a degree in Travel And Tourism. She has owned several different businesses throughout the years, including an Esthetician business for more than 25 years, and a Health and Wellness Spa in San Pedro for over 15 yrs. She also built a successful Photo Booth business in Los Angeles before selling it and relocating to San Diego. Karen specializes in working read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
I’m a born and raised California girl. I came to Colorado to attend the University of Colorado, and decided to call Colorado officially “home,” ever since. My background is in communication and people are my true passion. I was introduced to the Medicare world by a good friend, I fell in love with the industry and the rest is history. Over 14 years later, I have had the privilege of working with thousands of seniors, educating and helping them find a solid insurance plan to fit their needs, worked with countless physicians, community partners and senior communities, and loved every read more…
Maureen McKenna aka Mo has over 30 years in the health insurance business. Mo transitioned with ease into Medicare from a career working with employer groups. She is a licensed independent agent in CA and many other states. By being independent she has no allegiance to any one insurance company. This is an advantage when you are ready to make your decision. You will know all your options and understand your choices with unbiased recommendations. Mo began working for Bridlewood part-time in 2015 and transitioned into full-time in 2019. She is laser focused on Medicare only so she can bring read more…
Michael earned his degree from Platt College for computer design. But soon found his path leading him to Medicare insurance. He has worked in the Insurance field for more than 20 years, starting as a Help Desk representative for UnitedHealthcare for 2 years, and then became an ICA (captive agent) for UnitedHealthcare for more than 8 years, while also working a full-time job as an Account Manager for Commercial Insurance. He recently left a company where he was a National Medicare Agent and had over 500 enrollments per year. Michael is licensed in eight states (CA, AZ, NV, OR, WA, read more…
David has an Associates degree in Technology. He has a successful financial services practice, offering 403B and IRA retirement investments, focusing on teachers and others wanting to save for retirement above and beyond what their company retirement/pension plan offers. David holds both his Series 66 and Series 7 securities licenses, and has his Life, Health, and Property & Casualty Insurance licenses. He recently decided to add Medicare planning to the portfolio of products he offers. David decided to partner with Bridlewood Insurance, after speaking with the President and the Recruiting Director, and finding that their attitude about “the client always read more…
• Final Expense • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life
As a trusted health and Medicare broker since 2019 Dusty is dedicated to providing exceptional services and personalized guidance to help navigate the complex world of healthcare and medicare insurance. He strives to simplify the process and ensure you make informed decisions that best suit your unique needs and budget. Dusty is originally from Northern California but has resided in Kuna, Idaho since 2019. He is a graduate of California State University Chico with a degree in business administration. He has been married to his wife Mallory since 2014. They have a son Sage and two fox terriers named Gus read more…
Angela has held a number of jobs over the years, including being a realtor, a service coordinator and a bereavement counselor. She has a Masters of Science degree in Education. Angela has been with Bridlewood Insurance since June of 2020. She enjoys the flexibility of the job and feels it is a great way to help those in need. Angela worked for an Independent Living Facility and during her time there she heard about all of the great products for low income seniors in her area. She was excited to share that knowledge about the many opportunities available so Angela read more…
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
Kim absolutely loves her Medicare clients and considers them friends. She is one of the top UHC and Humana Medicare Agents in South Dakota and makes Medicare easy to understand for her members. Kim has her Paralegal Associates Degree. She has also owned her own insurance agency, American Family Ins Agency, and has been a licensed insurance agent for over 20 years. Prior to insurance, she was a Mortgage Loan Officer and a Title Insurance Agent. Kim and her husband, Roger, started with Bridlewood Insurance in 2019. They chose to work with Bridlewood based on the way that the owners, read more…
Mr. Larry Acker was born in Buffalo New York, and is now living in Carlsbad, CA by the ocean with his spouse Rose Mary. They have been married for 44 years and have three sons, two daughters, six grandchildren and a cat named Midnight. In his free time, Larry loves to got to the gym, bike Race, is in a band of brothers and even has Saturday morning bible study. He is an American and respects the flag and those who defend it. Larry attended Dale Carneige college in New York City where he took courses towards associates in management read more…
• Final Expense • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life
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