Educational Background: BA, Washington and Lee University MBA, Marquette University

Gregory is from Newburgh, N.Y. and now resides in Kinderhook, N.Y. He received a B.A. Chemistry (1982) from SUNY College at New Paltz, a M.S. Education in (1985), and attended a C.A.S School for  Finance(1995). Gregory also attended Cornell School of Industrial and Labor Relations for the Certificate Program in Labor Relations- Collective Bargaining (2006)

Fatemeh has lived in San Diego since 1986. She is married and speaks both English and Farsi. Fatemeh received her Bachelor of Science in Psychology. She has been in the insurance industry for 6 years. Fatemeh’s goal is to offer solutions that meet her client’s needs today and for the life of their retirement. She

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

Craig started selling Medicare in Washington with an emphasis on Dual Special Needs plans and have broadened his scope to Medicare Advantage Plans as well. He knew many people who he was able to help with the DSNP plans. Being able to see these people get the help they needed was truly a blessing. They had

Donnie has his Bachelor of Theology and received it from Evangelical Theological Seminary. He then went on to get his Master’s in Education as well as his Doctor of Ministry. Donnie is an Air Force veteran and has lived in Washington DC but currently resides in Killeen, Texas. Donnie really takes pride in helping seniors

Ethan has been selling Medicare for almost 3 years now, but he has been in Health insurance prior to that, starting out with Life, Cancer, and Accident Insurance.  He branched into Medicare insurance because he felt the need to help those people navigate through their health insurance, which could truly change their life.  Ethan is