Bachelor Degree in Finance
Seton Hall University
South Orange NJ
With over 20 years experience in the Insurance Brokerage industry, with a focus on Annuity, Life insurance, LTC and Medicare distribution . My clients are financial advisors, CPA’s, and estate attorneys. State Insurances licenses for health, life, LTC producer in NJ, NY, and PA NEO Ethics member
Areas of specialty within the Medicare insurance area:
For both new to Medicare and the existing Medicare clients, I do the following:
Through a series of questions: Through a series of questions….
1. Asses the current health and financial condition 2. Discuss and educate the clients on the options that are available to them with the pro’s and con’s of both 3. Allow the client to make the decision that is best tailored to them.
Bridlewood has an excellent reputation in the industry, I made the switch to them about 5 months ago and I haven’t looked back!
I love when I talk with my clients and I put their mind at ease! Medicare planning is stressful along with other life changing events, I do everything I can for my clients to say “Mike has it covered, one less worry.”
I’m from New Jersey and currently reside here, although, I lived between NYC and Tampa, FL for the past 15 years.
My beautiful wife of 13 years, Sherri has blessed me with three angels! My oldest is Gia(10 years old), Adriana (8), and Michael(6). They do keep me on my toes and my house is a nut house, but I wouldn’t want it any other way.
With three active kids, I’m either an assistant coach or head coach for soccer, baseball, basketball and now hockey! lol. I’m a member of Tavistock Country Club and I hope one day to find the time to improve my golf game. My wife and I love to travel and have some great trips planned, but family time is sacred to us.
Sheryl has a Bachelor of Science degree and a Master’s Degree in Elementary Education with an emphasis in Early Childhood education. She has worked in both public and private school for more than 20 years, teaching pre-kindergarten, kindergarten and first grade. She was awarded two educational grant, one at the state level and the other at the district level, focusing on parent involvement. She is currently self-employed, and runs a web-based consignment shop from her home. She recently decided to delve into Medicare, and is excited at the prospect of helping people protect their future, by meeting their current individual needs . . . whatever them may be.
Sheryl’s sister introduced her to Bridlewood in the Spring of 2020. She had just began studying for her licensure at that time, and as she learned more about the company and their programs, she was impressed by the encouragement, support and numerous trainings they offered. Sheryl completed her licensing in September and is excited to be a part of Bridlewood’s community. She believes that her favorite part of her job will be helping individuals find the right plan to cover all their needs. Sheryl’s desire is to be involved in a business that truly cares about each person and delivering personalized plans that fit their unique needs.
She grew up in Wisconsin, spent her young adult years in Minnesota and then moved to North Carolina, where she has resided for the past 18 years. She and her husband Scott have been married for 26 years and have two children. Their daughter, Christine, was married in the summer of 2020 in Florida, and their son, Jacob, started his senior year at UNCC. She loves to spend time outdoors gardening, hiking, and creating landscapes that attract birds and butterflies.
She also enjoys fixing up things, decorating and anything crafty!
Rafael Nunez is a knowledgeable, caring Medicare agent with Bridlewood Insurance. He received a Business Administration degree from Illinois Wesleyan University. Rafael has been in the insurance business for more than a decade, both as an agent and an agency owner. He managed 57 Medicare agents for a Fortune 100 company, specializing in Medicare Advantage plans, Prescription Drug Plans and Medicare Supplement plans. Rafael decided to join Bridlewood a year ago, because he appreciated the straightforward approach and motivation of the President, Jeff Wetzel. They both have the same primary objective – do what is best for the client, EVERY time! Before he leaves a client’s house, he asks himself, “Did I do for them what I would do for my parents?” He feels if he answers “yes”, he has done his job well.
Rafael is a Chicago native, born and raised. As a young business professional, he moved to the suburbs and has lived there for over 20 years. He enjoys working out, and tries to stay in shape. He loves to play (and watch) most sports, particulary baseball, basketball and football. Rafael really enjoys traveling, and seeing and trying new things – like the exhilaration he gets from hobbies like skydiving, bungy jumping and ziplining.
Nicole has a Bachelor’s degree in Business Administration from University of Wisconsin, Green Bay, with majors in Accounting and Business Administration with an emphasis in Finance. She worked as a regional Business Development Manager for UnitedHealthcare for more than six years, and is Health Insurance licensed in all 50 states. She has become known amongst her colleagues as the expert on Medicare for veterans. She also specializes in helping those who are in the process of retiring even if they are not quite of Medicare age yet.
While United Healthcare provided her a great opportunity with great training and experiences, it didn’t sit right with her to present products from only one company. She spent a lot of time praying and reflecting and felt she was being called to become an independent broker so she could use her talent of understanding Medicare to help people choose the right plan for them, regardless of who the insurance company is. Nicole felt like Bridlewood was a natural fit for her, with their emphasis on always putting the clients needs first. Her favorite part of what she does happens when she comes into contact with someone who is obviously overwhelmed by their Medicare options. She loves being able to explain Medicare, ask questions, and then lay out their options in a way that makes it easy to understand and takes the burden off their shoulders. You can tell they feel so relieved after they have talked, and it’s great to know she can do that for people.
She grew up in Casco, Wisconsin and resides now in Green Bay, WI. Nicole and her husband, Chad, have been together for 6 years and have 3 energetic boys and 2 dogs, so they are certainly never bored. When it’s nice outside she enjoys walking through the woods with her boys and they love to spend time at the family cabin in upper Michigan. As the kids get older, more and more time is spent at flag football, soccer, t-ball, etc.
William, who goes by Jay, graduated with a Bachelor of Arts degree in Economics from the University of Iowa. He has been a licensed Life Insurance agent and Financial Advisor for more than 5 years, and a Marketing Coordinator for 2 years. After working in the Insurance industry to several years, Jay decided to add Medicare to his portfolio, and offers a full range of Medicare products to his clients, including Medicare Advantage, Special Needs plans, Medicare & Medicaid plans and Low Income Subsidy.
He is focused on Medicare because he realizes how large of a market it is, with a huge demand for someone to educate and help seniors with their Medicare planning. Jay was eager to join Bridlewood’s team of agents, due to their vision, leadership and support. They do things the right way, while always keeping the client’s needs as their top priority. His favorite part of his job is helping simplify the entire Medicare process so his clients do not feel overwhelmed. He enjoys helping them find the plan the suits their needs – when the client feels good about their coverage, he feels good about his job!
Jay was born in Iowa City, and raised in a small town called What Cheer. He has lived in Eastern Iowa all his life. He and his girlfriend Nikki have been together 5 years, and he is the proud father of 3 boys – Ayson, Jaxen and Declan. In his free time he loves spending time with his family and friends. Their family can almost always be found outdoors, whether it’s camping, kayaking, hiking or fishing. He also loves watching sports, and is a lifelong Hawkeye fan.
Deb graduated from Exira High School. She has more than 17 years experience in the hospitality industry, in a variety of sales and consumer-focused roles, including event coordinator and sales, corporate sale and association sales. She is licensed with the Iowa Racing and Gaming Commission (IRGC) and was awarded the 2015 Iowa Lodging Association Employee of the Year.
Deb’s has shifted her focus to helping seniors with their Medicare Advantage plans, and also specializes in helping people who have both Medicare and Medicaid (Medi/Medi). The Medicare business is a family dynamic – her stepson worked for UnitedHealthcare and recruited her husband, Larry Roberts, as an internal agent with UnitedHealthcare. As Larry’s business grew, he added Deb’s son, Zeb Christensen, as an agent, along with other people who were looking for a fun and challenging new career. When they met Jeff Wetzel from Bridlewood Insurance, both Larry and Zeb decided to join this fast-growing, Medicare specific agency. Soon, they were both prompting Deb to join, as well. Since she already loved helping people and building long-term relationships, Medicare was an easy shift.
Deb grew up in Exira, Iowa. With a population of 900 people, her parents were well known in the community, and operated a successful fertilizer plant for more than 20 years. She and her dad also owned and managed a greenhouse business for a number of years. After meeting Larry, he and Deb moved to central Iowa, where three of their combined 4 children graduated. They now reside in a beautiful home in Ankeny, and have been there for 5 years. She and Larry have been married for 17 years, and with their blended family of two kids each, they now enjoy 5 grandchildren together – Aiden, Lainey, Hanes, Beau and Elodie. She enjoys reading, golfing and spending time with their family.
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 new people and being able to educate and guide them through the Medicare process. He is also the Regional Director of Sales for Iowa, Minnesota, Wisconsin and Nebraska, and manages a terrific team of agents.
Larry is from State Center and currently resides in Ankeny, IA. He has been married for 15 years to his beautiful wife, Deb, and has 4 children and 4 grandchildren. Larry has been involved in coaching for over 20 years and has enjoyed playing 16″ recreational softball for close to 40 years, but as of right now he is trying to spend as much as time as he can with his grandkids and has started to golf a lot more. He enjoys golf and the fact that his body seems to recover quicker from golfing than softball!
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.
Zeb is a homegrown Iowa boy (GO CYCLONES!) He was fortunate enough to play college basketball at Dana College. Then his path took an interesting turn, when he and his friends started a rock band. They had the opportunity to travel across the country for roughly seven years, playing their own music every night. Being the purist that he is, Zeb and his bandmates refused to play covers of other people’s songs. It was a thrill knowing that fans could listen to their music on radio stations all over the world. Music, sports and helping others, have always been Zeb’s passion!
Mark graduated from St. Cloud State University, with a major in business management, and a minor in marketing. He spent 30 years as a Marketing Rep for Federated Insurance. During his tenure he focused on helping businesses with their commercial and group health insurance. He recently shifted that focus to Medicare specific insurance. He specializes in helping people who are new to Medicare, although he loves working with seniors of all ages. Mark brings value to his relationships with his clients, as he not only helps them find the most appropriate plan for their needs, but he also can help them get enrolled in Medicare, so they do not have to make a trip to the Social Security office and wait in line. He decided to join Bridlewood Insurance once he saw how much support they provide to their agents, and make the Medicare experience enjoyable. Mark’s goal is to match you with a Medicare plan that you like and that fits your personal medical situation.
Mark was born and raised in Owatonna, Minnesota, and for the last 22 years he has lived in Elk River, MN. His wife, Jodi, and he are high school sweethearts who met in the 80’s, and have been married for 33 years! They have 2 daughters and 2 grandchildren . . . for now. He and Jodi enjoy lake life at their cabin, as well as golf, and of course spending time with their beautiful grandkids.
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.
Peggy works with all the major carriers, and offers Prescription Drug plans and Special Needs Advantage plans, as well as Supplemental and regular Advantage plans. She is passionate about educating her clients on their Medicare options, and giving them all the necessary information to make a well-informed decision for their health care insurance. After spending some time working with only one carrier, she realized that she couldn’t really do the right thing for every client, without being able to offer them products from all insurance companies with plans in the area. She loves working with seniors, and realized early on that Medicare is NOT a “one size fits all” thing. Peggy keeps her clients up to date with any changes to their Medicare plans, and stays in touch with them through her monthly newsletter. She chose to work with Bridlewood because they have a client first approach, and they are really supportive of their agents with ongoing training, marketing and a great culture of honesty and integrity.
She has lived in southwest Iowa all her life, and has moved around that area several times since her childhood. Peggy has resided in Exira, Iowa (population 840!) for the past 12 years with her fiancé, Rick Thompson, who is also an agent. She and Rick have 5 children and 7 granchildren together, and look forward to more grandchildren. Their grandkids are very active in sports, so you can find them spending many evenings and weekends attending their events. Spending time with their parents, siblings, kids and grandchildren is a top priority. Peggy and Rick both love to travel, and are looking forward to doing a lot of traveling in the coming years.