Rachelle is a proud graduate of Granite Hills High School, class of 2000! She then went on to attend junior college for a few years to complete her general education requirements. She met her future husband, Kyle, and when he asked her to marry him, she finished out her year of school and they were married. She then went on to work for her father-in-law for 3 years, helping him in his office supply business. After that she worked for a label manufacturer for about 10 years, before deciding to be a stay at home mom to her daughters.
With the help of her father-in-law, Kent, she decided to jump into the Medicare and Health Insurance field because of the flexible hours and the desire to help people. Rachelle has been assisting people navigate the Medicare maze for 3 amazing years now. She has her licenses in multiple states, and thoroughly enjoys educating people on their Medicare choices such as Medicare Advantage, Supplement and Prescription Drug plans, and helping those people with both Medicare and Medicaid (Medi-Cal). Since both Kent and his wife, Deina, were already with Bridlewood Insurance, and loved the great atmosphere and support they received, they recommended Rachelle join them as an agent at Bridlewood. She loves that she gets to help people understand a difficult subject, and at the same time keeps them “in the know” and making sure they’re healthy and happy.
Rachelle grew up in East County San Diego and has lived there all her life. She and her husband Kyle have been married for 18 years, and they have two beautiful girls, who are 12 and 9. They did live on a little hobby farm with almost 50 animals, but recently moved from there with one of the animals, their beloved dog, Red. Rachelle enjoys running and has participated in the “Triple Crown” – which is 3 half marathons in one year. She medaled in each of the three marathons, and received a special medal for completing all 3 in the same year. Since COVID, she has been exercising at home and take long runs with Red.
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.
Kori started the Physical Therapy Assisting Program at Tri-C but due to Covid the program was at a standstill, which is when I found my insurance career. In 2020 she started working at State Farm selling P&C and Life Insurance. She really enjoyed it, but was looking for something a little more challenging and rewarding, and decided Medicare was her new passion. She thoroughly enjoys helping people, especially seniors who are dealing with the daunting task of trying to select the right Medicare plan. Kori believes insurance is there for the times when the unexpected occurs, and feels it is far better to have it and not need it, then to need it and not have it.
Originally from Chesapeake, VA, Kori just moved back there after living briefly in northeast Ohio. She and her husband, Eric, have been together since 2013. They have a son, Caden, who is 6 years old on the Autism spectrum, who is the light of their lives and the smartest kid she knows. Kori enjoys going to the beach, being outdoors and just having new experiences while spending time with friends and family.
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) and Bryant Stratton – Property and Casualty Licensing Program (2012).
Gregory worked as a public-school science teacher for 22 years. He also spent 12 years with the public-school as a Business Administrator/Asst. Superintendent. He was a New York Life Insurance Company Agent/Registered Representative for 3 years and worked as an Independent Insurance Agent/Agency Owner for Property, Casualty, Life, and Health for 11 years.
Approximately 5 years ago, Bridlewood Insurance was highly recommended Gregory by another Bridlewood Agent. His favorite part of the job is getting to help clients identify their insurance needs and then work to bring forth solutions that make sense and are affordable to service those needs.
Gregory and his wife Robin have been married for 11 years. They have one granddaughter, a feline Veronica. He enjoys cooking, traveling, and amateur radio.
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 grants, 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!
Desiree’ was born and raised on Long Island, NY. Relocated to the Charlotte, NC area in 2013. Desiree’ obtained her Bachelor’s degree in Business Administration from Strayer University in 2018.
Desiree’ knew she loved to help people however did not know what career path she wanted to go. When she met her now husband, Troy, who is a licensed health insurance agent and has a passion for Medicare, Desiree’ decided to get licensed in Life and Health in 2019. Desiree’ specializes in Medicare Supplement and Medicare Advantage plans. Desiree’ enjoys educating people on their options when it comes to Medicare.
When Desiree’ is not helping others with their Medicare needs she is with her family. Desiree’ has two children, Jacob and Avery. Desiree’ loves to make sure everyone is happy. Desiree’ enjoys exercising by walking, swimming, light weights and Zumba!
My name is Apara, I joined Bridlewood in 2014 for the opportunity of offering multiple options in the medicare space. I enjoy finding the right fit with plans, doctors, and clients. I was born in Minneapolis, Minnesota, my family moved to the Chicago area, and I came out West for college – never to return to the Midwest! Now, I love living in Carlsbad.
I have a BA degree from San Diego State University and worked as a Tax Accountant for 35 years.
Imagine, sitting on the porch on a cool fall morning. The leaves have just started to change, and the song of migrating birds grace your ears. A warm cup of coffee in your hand as you rock back and forth. In this moment, peace flows into you. You are afforded the time to breathe without a care in the world.
That feeling is what Jake gives to everyone who becomes one of his clients. A feeling that everyone who has grown up in his hometown of Monroe Michigan has experienced at one point or another. Where other Medicare agents might treat you as a customer, Jake will treat you as trusted friend and lifelong colleague when handling all of your Medicare needs. How does he do this? By partnering with Bridlewood Insurance and living the only two rules that one needs to follow to have a fulfilling career.
Those rules are…
- ALWAYS, no matter what and without hesitation, do what is best for the client. Every time, no exceptions.
- Follow rule #1
Jake spent five years at Michigan Technological University to obtain a bachelor’s degree in business management. Those five years were filled with countless trials and hard work. The determination that he embodied to achieve this life milestone is the same determination that he puts in to making sure that your needs are met. Jake goes to work for you from the very first call and continues working for you every day thereafter. He asks all the questions that you may not have considered to make sure that each recommendation he gives is tailored specifically to your needs. By the time the initial conversation is done, he will have identified your needs and immediately begins exploring every option that you have. If there is a Medicare product available in your area, you can rest assured that he has looked at it and is applying your needs to it to ensure that you will get the quality care that you deserve.
In addition to thoroughly understanding your needs, Jake will make sure that you fully understand everything concerning your Medicare. If it takes fifteen minutes or thirty, Jake will make sure that when it comes time to decide, that you can say without a shadow of a doubt that you have all the information that you need. If he doesn’t know the answer to something when you call, he will do whatever it takes to make sure that you get the full and complete answer.
Having spent the last five years in the manufacturing world, Jake thoroughly understands how complicated health insurance can be, and Medicare is no exception. No one sat down and really explained his benefits when signing those employer contracts, and it wasn’t until after he signed that he learned critical things he needed were covered. These experiences have driven him to dive deep into Medicare, and ensure that no one else has the same experiences that he has had.
By choosing to go through Jake for your Medicare needs, you are taking the first steps in a lifelong friendship. From answering questions to providing you with entertaining newsletters every month, Jake will never be more than a phone call away. Don’t let the complexities of Medicare frustrate you any longer. Give Jake a call.
Let Jake at Bridlewood help you on your Medicare journey!
Brettanya is a Medicare agent originally from Saint Catherine, Jamaica and currently resides in Lawrenceville, Georgia. She has one daughter, her name Zhara. Brettanya is currently enrolled in Gwinnett Technical College studying business administration. She enjoys cooking and baking desserts.
Brettanya has been working in insurance over 3 years. She decided to work for Bridlewood because it felt like home, everyone is welcoming and truly loves what they do. Her favorite part of her job is helping and educating clients about different types of policy’s and providing them with the best policy that suits all of their needs.
Joe has been helping people make confident and informed decisions about their Health and Life Insurance options since 2013. Prior to health insurance, Joe co-founded and operated an e-commerce business in the vintage and designer clothing field. He also worked for over a decade in the Retirement Plan Design and Administration field.
A life-long San Diegan, Joe loves spending time in the outdoors with his family: wife Lisa, daughter Astrid, and son Ian.
Joe is also passionate about football and has coached at the youth and high school level in Ramona as an Offensive Line and Wide Receivers coach.