- Financial Planning
- Medicare Advantage
- Medicare Supplement
- Medicare Prescription Drug Plans
- Long Term Care
I am a Medicare Educator and Advocate for my clients, bringing them 23 years of expertise.
Yvette is a RIA (Registered Investment Advisor), a licensed Fiduciary, as well as a licensed Medicare Insurance agent. She has over 23 years experience in the financial services industry, as well as working as a Stock Analyst and author. Yvette received her Marketing Degree from Purdue University. She offers a wide variety of Medicare products, including Medicare Supplement plans, Advantage plans, Medicare-Medicaid plans and Prescription Drug plans.
Yvette started with Bridlewood Insurance due to their persistence in recruiting her, and she was drawn to their shared work ethic, excellent reputation as an agency with integrity, and their commitment to agent success. Her favorite part of her job is when she sees the light go on when she has thoroughly explained Medicare to a new client and they understand it, and the fear and confusion they previously had, is now gone. She loves being both an educator and an advocate.
Being born and raised in New York City, Yvette relocated to California in 2012 where she lived in San Diego. She now resides in Murrieta, with her new husband Mark, her horses and dogs, and her elderly mother. She and Mark have been together since 2017, and although his children are grown, they enjoy their “four-legged children”. They have 4 dogs, and own a rescue ranch for horses, with 8 residents. Yvette’s favorite pastime is traveling and working with her rescue horses. She owns and runs a non-profit organization for horse and dog rescue called Unconditional Love Foundation. If you are interested, please visit her site at: www.ulfrescue.org.