- Financial Planning
- Medicare Advantage
- Medicare Supplement
- Medicare Prescription Drug Plans
Medicare can be confusing. Please allow me to help!
Joni has an extensive and very broad work background. She has been a stenographer/Exec Assistant for CSM Garrity & 4-Star General Miley at Army Material Command, Washington DC, as well as an Executive Assistant for Northrop Corporation. She was a District Manager for Princess House Crystal, a State Manager for WeCare Corporation, VP of Sales & Marketing for LifeScience Technologies, a Swimming Pool Designer/Sales Rep for 4 years, and an AFLAC District Manager / Sales Rep. Most recently has worked at UnitedHealthcare in Medicare sales of Advantage plans, Medicare Supplement plans and Prescription Drug plans.
Joni was introduced to Bridlewood Insurance by a superstar in the industry, Janis Lakees. The support and training Bridlewood offers it’s agents at every level and in every are of Medicare, impressed her. Her favorite part of her job is when clients tell her that they finally found someone they feel they can really trust! Her philosophy is to listen, understand, and empathize with their needs and goals, and them enroll them in the very best plan for them and BE THERE when they need help any time after she initially enrolls them. Customer Service is paramount before, during and after the initial meeting.
Joni was born and raised in Hawaii, and left after high school to join the Army for 3 years. Her basic training took her to Alabama, then additional training in Indiana, where she graduated 7th in her class of over 800 people. She was then selected by 4-Star General Miley to work with him and Command Sargent Major of Army Material Command in Washington, DC. She was also selected to work with the Secretary of State at the Pentagon. Because of the jobs she has held during and after her military service, she was able to open new areas and build teams for companies, and in the process has lived and worked in 13 different states.
Joni now resides in Lake Elsinore, California. She is single, and has 2 sons and 5 granchildren, ages 10 to 25. Joni loves traveling the country and discovering what it has to offer. The best part of her day is spending time with family and friends, no matter what they do!