Congratulations! These licensed Medicare agents serve your local area. Search Results based on: Fuzzy Location: Ashburn, Virginia 20147, US
Kimberly Wetzel

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi

Kim Wetzel has worked in the financial services and insurance industries for over 20 years.  Her passion for working with seniors was the catalyst for her making a career change to Medicare Insurance.  Kim’s husband, Jeff Wetzel, started Bridlewood Insurance and she left the stock brokerage business to work with him.  They have built Bridlewood into the award-winning Medicare insurance agency that it is today.  As the business grew quickly, it became necessary for Jeff to hand off some of his responsibilities, and who better than Kim to take over servicing his 1,000+ clients, and keep adding to that number with her own book of business?

Kim loves her job, as it gives her deep satisfaction to meet with seniors and get to know about them, their families and their health concerns, and then help them find the best possible Medicare plan to meet their individual needs.  She knows that the two most frequent questions almost all seniors have is, “do I have enough money to see me through retirement?” and “do I have the best health insurance to cover my needs?” With healthcare being such an important factor for her clients, there is no better feeling than to know that she helped guide them to make an informed decision that is most appropriate for their particular situation.

Kim and Jeff have been married for 35 years, and have four grown children, Derek, Madison, Alexys and Whitney.  Madison married her longtime love, Chris, and they are expecting their first child (a little boy named Zack) in May 2020, making Kim and Jeff first-time grandparents.   Her family is close-knit, and can often be found together at concerts, bowling, traveling, or boating on San Diego’s lakes and bays.

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San Diego, CA 3597.3 mi

Jeffry J. Wetzel

• Final Expense • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans

President & CEO  Mr. Wetzel is President and CEO of Bridlewood Insurance Services Inc.  Jeff’s dynamic work ethic and straight-forward approach, has made him one of the top leaders in this field, and has helped guide Bridlewood Insurance Services into one of the fastest growing Medicare agencies on the west coast and in multiple metropolitan areas across the country.

Following college at UNLV with a business major, Jeff and his wife Kim, moved to San Diego, and settled in Poway. Here, they raised four children over the past 30 years. Jeff and his family enjoy sporting events, boating and playing golf.

San Diego, CA 3597.3 mi

Madison Morris

Madison became a licensed Medicare Insurance agent in the fall of 2011 to help her father, Jeff Wetzel, with the heavy load of the Annual Enrollment time. For eight years, Madison was a elementary substitute teacher in both San Marcos and Poway school districts. She believes in good service and public relations and strives for excellence whether it is working with the over 65 community or the under 11.

Raised in Poway, CA, Madison got her Bachelor’s degree in Liberal Studies from Cal Poly Pomona in 2010. She then continued to get her K-6 teaching Credential in 2011 from CSU San Marcos.

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San Diego, CA 3597.3 mi

Robert Patterson

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans

Robert, or Bobby to his friends, graduated from Madison High (San Diego) in 1984.  He has worked in several different trades in construction, as a sub-contractor, and has always been able to stay busy.  He has worked with laying tile, lath and plaster, electrical installation, framing and painting, and ironwork.  He was a superintendent for Lennar Homes for years and when the recession hit in 2008, he was able to switch gears and work on tile installations, flooring and countertops.  Realizing that laying tile is a “young man’s” job, he knew he needed to make a change.  His older brother, Bill, had been selling Medicare for many years, and convinced Robert that he could still help people, but in a different and meaningful way.  He understood how confusing and daunting Medicare could be for people, and really enjoys the satisfaction of helping them understand it and make a well-informed decision that is good for them.  Robert offers everything from Medicare Supplement plans, which give you the flexibility to see almost any doctor you choose and which have a monthly premium, to Medicare Advantage plans that combine the Medicare Parts A (hospital), B (doctors and clinics) and D (prescription drugs) all in one nice, neat package.  He loves to see the smile of relief on seniors faces when he has helped them make this critical decision more easily and confidently.

Robert was born in San Diego – raised in Claremont and now resides in Poway with his wife, Shannon.  They have been together for 22 years and have 3 wonderful children, Teddy, Shasta and Austin.  Their daughter has blessed them with a beautiful granddaughter, Serenity.  With his intense love of fish, Robert has 9 fish tanks and raises African cichlids, peacocks and many other beautiful fresh water fish.  He loves fishing, raising fish, bike rides and camping.  He also enjoys barbecuing and smoking different food.  He recently bought 2 kayaks, and he can’t wait to kayak and fish in the lake and ocean.

San Diego, CA 3597.3 mi

Marc Robertson

• Bilingual • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Long Term Care

Marc is considered a unicorn in the San Diego area. Men like Marc are hard to find because he has lived in San Diego his entire life. With two beautiful children Brady and Reed, he is a busy man. In his youth, Marc vacationed all over the US with his parents. Today he is doing the same with his family. They love it as much as he did as a kid. Marc spends most Saturdays at youth sporting events either coaching or cheering on his boys.

Marc is a single dad who loves the outdoors. You will find him fishing, hiking, and at the beach chasing his dogs around.

Marc has fun everywhere, even while helping retirees with their Medicare options, Living Trusts, Long Term Care. Marc has a prospering career at Bridlewood as a Medicare agent. Because he loves helping retirees, Marc became an expert in Medicare. He is also licensed in several states. Actually, it began with his parents who were confused and paying too much for their healthcare. Marc learned that the biggest fear of most retirees is not dying, but outliving their own money. Running out of cash… Just like you and me, when Marc first heard this he was amazed. So starting with his own parents, he began with basic Medicare questions. Marc’s parents have been on Medicare for almost 20 years and he immediately understood how confusing Medicare can be for Retirees. They were in the wrong plan that whole time. Marc helped them by switching to get better doctors, lower their costs and find peace of mind. He knew that others were making the same mistakes as his parents, so Marc made the decision to become a Medicare agent and help others. Now, Marc can help you through the confusing process by making it simple. As your agent for life, Marc works for you at NO COST but he’s worth a million dollars! By explaining the basics of Medicare in a quick 10-minute meeting he will find you the best plan. After meeting with Marc, you will want to share the good news. Marc will take the same great care of your friends, family, and neighbors. Marc is a dedicated personal agent. Call today because Marc is standing by and ready to help you too!

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San Diego, CA 3597.3 mi

John Tovey

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi

Medicare Agent

John began his insurance career as a life insurance specialist and gradually moved to health, property/casualty, and commercial with a large insurer. In 2017, he made the move to Medicare insurance only.  John holds health licenses in California, Oregon, Washington, Idaho, Nevada, Arizona, Texas, Utah, Tennessee, and Minnesota. With over 16 years of experience in the insurance industry, John is extremely well-suited to assist with all of his client’s insurance needs.  He made the decision to join Bridlewood in 2017 with the help of my great childhood friend, who told him about the opportunity even before 2017, but he was not convinced until he attended an agent meeting with his friend. The energy and professionalism displayed at that meeting showed me enough to make the change.  As a new agent, the company provided all the training and marketing ideas to get his business growing. This led him to the best part; it is very gratifying when he sits down with a new clients and takes away the confusion they are experiencing and really educates them on the process and plans that fit their needs. This is not a sales position, it is about taking care of someone’s health insurance and providing a service.  He was excited at the prospect of helping Medicare-eligible seniors understand the complicated subject, educating them on their options, and finding the best coverage for their needs. He loves the opportunity to sit with seniors one-on-one and educate them about all the intricacies of Medicare and help them enroll in the best plan for their situation.

John Tovey is a California native, and a graduate of Madison High School and San Diego State University, with a Bachelor of Science in Business Management. John was born at Balboa Hospital, while his father was serving in the US Navy. Since graduating from SDSU, he has held management positions in retail, wholesale and regional distribution.   John, like his father, is a US Navy veteran and has been married to his wonderful wife, Sandy, for 43 years. Together they have two great kids, Brian and Jennifer. Jennifer’s husband is a designer for Adidas, working in Germany, so John and Sandy cherish the times they come home and bring their two grandsons, Parker and Beckett, to visit. They also recently rescued two entertaining and energetic cats, Buddy and Babs. John loves taking a 3-mile walk every morning to start his day off right. Both he and Sandy are members of the Rancho Bernardo Business Association, where John is a board member. They also love to spend time at the beach, cooking and entertaining, and John is excited that he recently brewed his first batch of craft beer![/read_more]

San Diego, CA 3597.3 mi

Penny Carlson

• Covered California • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi

Penny joined Bridlewood Insurance in 2014. Penny became interested in insurance while assisting her husband in his work and being a caretaker for her mother-in-law. The benefit of her experience and continuing education is invaluable. Her goal with Medicare is to make it simple, clear and a painless experience with satisfying results. Her ability to listen to people carefully to better understand their preferences, their doctors & specialists, their prescription medications and their budget for health insurance is essential to quality customer service.

Penny Carlson is a native from California, born and raised in Orange County. She worked at Disneyland (Club 33), and was a controller in an architectural firm. Penny met her husband on a blind date 25 years ago, and they have two children. They share the love of cooking (and eating), gardening, and traveling. Penny also enjoys painting and knitting.

Vista, CA 3597.3 mi

Bill Murray

Agent Manager


Bill has been providing ‘Choices for Medicare Solutions’ to the Southern California community since 2009, and individuals, families and employer groups since 2006. Bill presently serves the needs of more than 500 clients.

Prior to health insurance, Bill was a Chief Operating Officer, Vice President and Division Manager in real estate finance for more than 30 years. He started, managed and administered business groups for Bank of America, California Federal Savings and Loan, Home Federal Savings and Loan, Crocker National Bank and Wholesale Funding Division of Residential Funding Corp. Bill also dabbled in real estate development where he built homes in Rancho Santa Fe, Poway, and Ramona.

Bill and Vicki, have three children, two of whom are married and three grandchildren.

San Diego, CA 3597.5 mi

Kevin Leinum

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Long Term Care

Kevin Leinum is the owner of Capstone Insurance Services and has partnered with Bridlewood Insurance Services in 2018. Kevin has extensive training and received his CA insurance license in 2008. His hard work and dedication to his craft have made him a top producer in his field. Kevin’s success has come from his attention to detail with each client he works with. He believes not one plan is right for everyone and takes the time to find out each client’s needs and guide them to the best plan for them. Kevin heard about Bridlewood from a friend of his, and in 2017 decided to begin to offer Medicare plans to his clients.

Kevin lives and has his office in La Mesa. He has been married to Breanne since 2004 and has 3 sons – Crosby (10), Micah (7), and Jasper (5). Kevin enjoys spending time with family and friends, traveling and going to the gym.

Kevin looks forward to having the opportunity to work with you and building a long-lasting relationship.

La Mesa, CA 3598.2 mi

Bill McAllister

Bill McAllister is a Medicare agent based in San Diego, California. He has an Associates Degree in Business and has a Bachelor’s Degree in Marketing from San Jose State University. He also attended U.S. Navy Supply Group Officer School. After over 40 years in commercial furniture sales, Bill decided to switch gears and become a licensed Health and Life Insurance agent. He chose to work for Bridlewood Insurance because the company is customer-focused, and provides excellent support for it’s clients and agents.

Bill loves his new career, particularly the chance to assist his customers to make the best choice of their Medicare options. He strives to be an asset and resource that his customers can depend on.

Bill’s father was a 30 year career Air Force pilot, so they moved frequently, residing in Texas, New Mexico, Ohio and California while he was growing up. He also joined the U.S. Navy and was a Supply Corps Officer on a destroyer stationed in San Diego for 5 years. Bill and his wife, Angie, have been married for 42 years, and have 2 wonderful kids – Patrick and Michelle. They also have a granddaughter named Olivia, that they love to spoil. Bill’s interests are golfing, snorkeling, gardening, traveling and participating in his church group.

San Diego, CA 3598.2 mi

Search Results based on: Fuzzy Location: Ashburn, Virginia 20147, US

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