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

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

Heather, a California Girl born and raised​​, grew up in the small town of Ramona​. After graduating from Montecito High School in 2006, ​​she pursued ​a Real Estate ​Career and joined Keller Williams Realty and tried her luck at Real Estate for 5 Years.

In 2014, Heather made the best decision of her life and switched careers, selling insurance.  She truly feels that this is her passion, and she has had the best trainer and mentor helping me every step of the way – her dad, Jay Gray. ​It is very rewarding ​being able to ​work ​together and spend time growing their business as a team. Her dad has shortened her learning curve tremendously, as he has been helping people throughout Southern California with their insurance for over 15 years, and he knows all the do’s and don’ts.   Heather specializes in taking the time to help her clients find a plan that fits their needs and budget for Medicare, Health and Life Insurance.  She really enjoy working with seniors, and takes great satisfaction in assisting them through this confusing process.   She loves being able to offer home appointments or virtual appointments, to explain and answer all their questions with regard to their preferred doctors, hospitals and prescription drugs.  Heather represents most of the major Medicare carriers and can help guide her clients to the appropriate plan, based on their medical and financial concerns.
In 2009, Heather had her son Kaden, who is a spunky little redhead that keeps her on her toes. He definitely​ is growing up way too fast, and has her laughing a lot. Heather loves music and enjoys going to concerts, Mexican food, going to winery’s and hanging out with friends and family! She also loves the flexibility of being her own boss and being able to make her own schedule.  She says she can’t imagine her life any other way.

San Marcos, CA 3592.3 mi
18 REVIEWS - RATING: 5

Steve Howard

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

Bridlewood Insurance is a family business, both my Mom and Step Dad have worked for Bridlewood for many years! After being in Education for 12 years, I finally joined the family business and started my new career in September 2020.

I love to be a solutions provider! My passion is being able to lay out different options to my clients, building the trust through product knowledge, and guiding my customers into an well informed and educated decision.

I am born and raised in San Diego. I currently live in El Cajon, Ca and went to Valhalla High School and SDSU.

I have been Married to my beautiful wife Karlee for 9 years and we have been together for 17 years! We have a 7 year old son named Steven, yes Steven the third!

I’m a big sports guy! I actively play baseball on the weekends and help coach my son’s team. I enjoy playing basketball, golf, tennis and anything you want to play.

El Cajon, CA 3594.1 mi
2 REVIEWS - RATING: 5

Fatemeh Abtahi

• Bilingual • Covered California • Final Expense • Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life • Long Term Care

Fatemeh has lived in San Diego since 1986. She is married and speaks both English and Farsi. Fatemeh received her Bachelor of Science in Psychology. She has been in the insurance industry for 6 years.

Fatemeh’s goal is to offer solutions that meet her client’s needs today and for the life of their retirement. She believes in building a personal relationship with her clients, so she can better understand their retirement goals and help each client get there with confidence and peace of mind.

San Diego, CA 3595.4 mi
 

Derek Anderson

• Covered California • Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Life

Derek has more than 17 years of experience as a licensed Insurance Agent, offering Life, Health, Medicare and P&C coverage.    He has worked as a Farmer’s Insurance agent, and has earned several of their top achievement awards, including Championship Agent and “Toppers Club” Agent.  He is also a Marine Corps veteran, serving 8 years in the Infantry.

Derek added Medicare to his lines of insurance when his mother, Jackie Anderson, introduced him to her Medicare Agent, Jeff Wetzel, who is President and CEO of Bridlewood Insurance.  She lives at Los Arcos assisted living in Poway, and Jeff had been their primary Medicare resource for years.  One day while visiting his mother, Derek saw the “famous” monthly newsletter that Jeff sends to all his clients, and realized that they had a shared passion of helping others.  He reached out to Jeff and got contracted with Bridlewood.  He loves seeing the smiles on his client’s faces when he has helped them choose the right  Medicare plan for their needs.  He is committed to doing the right thing for his clients . . . every time!  He believes protecting ones health with great insurance coverage, is the most important and rewarding part of his job.

Derek was born and raised in Minneapolis, Minnesota, and joined the US Marine Corps when he was 22 years old.  He settled in San Diego after leaving the military. He met his wife while serving in Japan, and he and Yukiko have been married for almost 26 years.  They have 3 children – Annabelle (23), Tait (18) and Warren (17).  His best friend is his 7 year old maltipoo, Chiba.  Derek and Yukiko love to travel, and enjoy the outdoors.  He loves seeing and learning about new places, and enjoys trying different ethnic foods from around the world.  He also enjoys taking long walks with his wife and Chiba.

 

 

San Diego, CA 3595.7 mi
 

Lee Goldsmith

• Covered California • Financial Planning • Final Expense • Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life • Long Term Care

Lee received his Bachelor’s Degree from Cal Poly – San Luis Obispo.  He has worked in the insurance industry since 1982. He specializes in the senior market, focusing on Medicare.  Lee does a thorough interview with his clients, evaluating their needs and helps them find the best product at the lowest cost and with the most benefits, so they are fully protected while being mindful of the financial aspects.

He began his career with Bridlewood, when a friend of his, Brian McArthur referred him.  He liked their core value of always doing the right thing for the client, EVERY time.  Lee loves helping people understand Medicare and their options, as it can be terribly confusing.  He takes it slow and treats every client like they are his parents, being thoughtful and thorough until the understand the coverage they are choosing.

Originally from the Chicago area, Lee was recruited on a wrestling scholarship to Cal Poly and fell in love with California.  He has been here ever since.  Lee met his wife, Linda, and they’ve been married since 1995.  They have 3 awesome kids – Capri (22), Taj (21) and Roman (15).  His motto is to live life to its fullest, and his passion is helping people get and stay healthy through a plant-based, whole food diet and daily exercise.  Lee has followed this regimen for over 40 years and has helped many people transition away from the standard American diet that causes the standard American diseases.

San Diego, CA 3597 mi
 

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
13 REVIEWS - RATING: 4.62

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
20 REVIEWS - RATING: 4.5

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
5 REVIEWS - RATING: 4

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
2 REVIEWS - RATING: 5

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
3 REVIEWS - RATING: 5

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

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