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!
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!
Tom is a native Minnesotan, who graduated with an AA in Marketing & Sales North Hennepin Community College and also has an Enterprise Content Management Certfication in American International Imaging Management (ECMP847567). He also served as a National Ski Patrol, and was a ski instructor with multiple first aid designations, including CPR instructor.
Tom is the President and CEO Of Insurance Solution Consultants, Inc. located in Maple Grove, MN. His brokers have a deep understanding of healthcare insurance and Medicare plans. Integrity and extensive knowledge of Medicare gives his team the ability to create immediate rapport and trust. The primary focus of Insurance Solution Consultants is to help seniors select Medicare coverage that fits their needs. They can answer your questions about Medicare Advantage plans, Dental, Vision and Prescription Drug coverage, as well as Medicare Supplement plans. Tom and his team are also licensed to assist people with Special Needs and Dual Eligible individuals (people who have Medicare and Medicaid). The team is contracted with the top 10 Medicare insurance providers.
Tom’s reason for joining Bridlewood Insurance is because he felt that they shared the same core values of helping people understand their Medicare options, and always putting the client first. They take the role of consultants to their clients, listening to the questions and concerns, and then helping them select the most appropriate Medicare plan to meeting those needs. Tom’s favorite part of his job is helping people select the best healthcare plan for their situation, and the gratification it brings knowing he has served them well. His goal is to assist them by making sure they keep their desired doctors, clinics and hospitals, and that their healthcare and prescriptions are covered well at the lowest out-of-pocket cost.
Tom grew up in Golden Valley, which is a suburb of Minneapolis. He and his family currently live in Maple Grove, MN. He is married to a very special lady, Deanna. They have been blessed with six children and seven grandkids. He also has a cat named Goof (because he is quite a character). They enjoy family events, golfing, dining-out and traveling. Both Tom and Deanna are passionate about their new Harley Davidson motorcylces, and love riding!
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.
Angela has held a number of jobs over the years, including being a realtor, a service coordinator and a bereavement counselor. She has a Masters of Science degree in Education.
Recently, while working for an Independent Living Facility, Angela heard about the great health insurance products available for low income seniors in her area. She could see that there was a real demand for this insurance and because the job has flexible hours and is a great way to help those in need, Angela decided to add certified Medicare Agent to her list of occupations. Her philosophy is this is an exciting time to spread the word about these great products that are available to such an underserved group of the population. Angela enjoys helping seniors find the right plan to fit their needs, and as an educator, loves sharing with them the benefits and rights, as a Medicare beneficiary.
Although Angela grew up in Milwaukee, she has also lived in Nebraska, Arizona, and has now been a resident in South Dakota for 3 years. She and her husband, Tim, have been married for 30 years. They have four adult children, and a daughter-in-law. They live on a hobby farm with a fish pond, 9 sheep, 4 chickens, 2 cats and 2 ducklings.
Michele has an Associate Degree in Occupational Therapy. She has held her Insurance license since 2007, and has an extensive background in Fixed Index Annuities, and has added Medicare Advantage plans to her portfolio of products offered. When one of Michele’s coworkers told her about the opportunities at Bridlewood Insurance, she jumped at the chance to be part of the Medicare team at Bridlewood. Michele’s passion is working with the senior and retired population, because the people she deals with are so grateful when you help them understand complicated products, and guide them to the best choices of products for their needs.
Michele is a Minnesota girl through and through. She has 4 children, 2 grandkids and a little poo-ton dog. In her spare time, she enjoys reading, going to the lake, walking on the beach and spending time with friends and family.
Kim has her Paralegal Associates Degree. She has also owned her own insurance agency, American Family Ins Agency, and has been a licensed insurance agent for over 20 years. Prior to insurance, she was a Mortgage Loan Officer and a Title Insurance Agent. Kim and her husband, Roger, started with Bridlewood Insurance in 2019. They chose to work with Bridlewood based on the way that the owners, Jeff and Kim Wetzel, aligned with their goals, both personally and professionally. We were very impressed with their support of us and their progressive advertising/marketing ideas and options.
Kim says she loves educating the Senior population and truly helping them navigate the very complicated Medicare and Medicare Supplement process. She likes being the person they know they can call and get a return phone call and their questions answered. Also knowing that most Seniors live on a fixed budget, she enjoys being able to offer products that can save them money, provide additional areas of coverage and allow for more disposable income on a monthly basis.
Kim was born and raised in Southeast Nebraska in a town of 79 people. Her entire family still lives there, while she lives in Madison, SD (just north of Sioux Falls approximately 45 miles) on Lake Madison. I have lived in South Dakota for over 25 years, with her husband Roger, who is also a Medicare Agent. Yes, they do work together and spend 24/7 with each other. Believe it or not they have worked together for about 11 years, and have been married for 9 years. Kim has 1 son that is going to school in Hamilton, Alabama and is studying to become a Minister and is also in the Army National Guard as a Military Policeman. She enjoys scrapbooking, gardening, yoga, zumba, her “Active & Ageless” exercise classes, walking, boating, jet skiing, entertaining friends & family at the lake, and 4-wheeler riding in the Blackhills of South Dakota.