Beth has been a long-term resident of both Orange and Riverside counties, and currently lives in southwest Inland Empire. She offers her clients a wide range of Medicare Advantage, Supplement and Prescription Drug plans.

Beth’s background is in Financial/Accounting, Contract Administration, Life and Health Insurance, and Retirement Investment Planning.  She has also worked in the Financial, Real Estate, Commercial Products & Services, Aerospace and Banking industries. She joined Bridlewood Insurance in 2021 after receiving a newsletter from an affiliate broker under Bridlewood.  Their “Medicare Made Easy” process that they offer is seamless and easy to follow.  Beth really liked the idea of becoming a “problem solver” to seniors in need, rather than an insurance sales agent.  She was impressed with the high level of integrity and support Bridlewood offers to empower their agent’s success.  She felt it was an easy decision to join their team.  Because she enjoys helping others, Beth always endeavors to work smartly and diligently to provide coverage choices that are the most beneficial for each individual client.

Her favorite extracurricular activity is her role of Volunteer Leadership and Planning for Thrivent Action Teams fundraising events.  These events benefit various non-profit community service organizations in the Inland Empire.  Beth also enjoys off-season travel to experience the different culture, history, art and cuisine of each destination.

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.

Jim began his insurance career in early 1978, shortly after graduating with a BA in Recreation Administration from SDSU.  Jim also has a Masters of Religious Studies from So. CA Bible College & Seminary.  He has his life, health and disability insurance licenses, and holds a CLU and ChFC designations.  Jim was introduced to Bridlewood Insurance in 2015, through mutual friend and colleague, Kent Hildebrand.

Jim’s business philosophy is, “as your insurance and benefits consultant, YOU become my top priority”.  He has built his success on the three C’s – Client service, Competence and Clarity.  Jim offers his clients Medicare supplement plans, advantage plans and prescription drug coverage.

As a Medicare beneficiary himself, Jim especially understands the perspective of those navigating the Medicare maze and is uniquely qualified to serve as your advocate and cut through the confusion.

Jim moved to San Diego in 1965.  Jim and his wife have five adult children and 5 grandchildren that they love spending time with.  Jim is a long time surfer and enjoys San Diego’s surf spots and getting outdoors in his hometown of Coronado.

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.

Jose has a Bachelor’s degree from SDSU in Mexican-American Studies and he has been Life and Health insurance licensed since 2014.  He is passionate about working with the Spanish speaking community on navigating through the complicated Medicare maze.

Jose grew up and currently lives in Oceanside, CA.  He is widowed with two young children; a 10-year old daughter and 4-year old son.

Carol has more than 30 years experience in the insurance industry.  She has worked as a territory Manager & Marketing Specialist for SecureHorizons/United Healthcare, a Broker Manager for HealthNet Medicare, and is the owner of Strickler Insurance Services in SoCal.  She provides multiple plan options for her clients, including HMO, PPO, Stand Along Prescription Drug plans and Medicare Supplement plans, and hold licenses in multiple states.

Carol decided to partner with Bridlewood in 2015 as her Field Marketing Organization.  An FMO is a broad group of insurance professionals and staff that are a great resource that communicates to agents in the field, so they are kept up to date on Medicare laws and changes so they can keep their clients well-informed.  Bridlewood’s approach to business and clients mirror Carol’s beliefs and values of integrity and excellent customer service.  Carol feels that building long-term relationships with her clients has made a huge impact on her life.  Her clients depend on her for all of their insurance needs, such as Life Insurance, Medicare, Dental and Individual and Family health insurance plans. Working for just one insurance company as a captive agent doesn’t allow an agent to develop those trusted relationships, which is why she became an independent insurance broker, offering all the available plans in her area.  Her family of clients make a huge difference in her life, and she is integral to them as well.

Born and raised in San Diego, California, she spent 10 years in the small town of Tehachapi, where she is raised her 3 sons.  Carol currently lives in Bakersfield, where some of the most famous country artists began their careers.  She likes that Bakersfield has big city options, but still maintains that small town feel.  And she really enjoys the warmer climate.  Carol and her husband, Jeff, have been working together in the Medicare industry for many years.  She was his “Medicare teacher” and now he teaches her a thing or two! Together they have 4 boys and two dogs – Harley which is a Yorkie and Sassy which is a maltipoo. They travel with them everywhere they go, and are such a joy in their lives.   They love to camp in their trailer and travel around the country.  They both enjoy nature and animals. One of Carol’s favorite things to do is rearrange and decorate her friend’s and family’s homes.

Medicare Agent

With more than 20 years of experience as an independent health insurance agent in San Diego, Evelyn joined the Bridlewood team in the summer of 2014. Evelyn’s specialty is working with seniors to demystify the complex Medicare system and to help find the best options for each senior’s unique situation. Most people need a trusted, knowledgeable agent to guide them through the process, answer questions and to be there when they need help. “I’ve spent my entire insurance career building trusted relationships.”

Evelyn has lived in San Diego County for 53 years. She is married to Wayne a CPA in private practice and they have two grown sons, Kevin & Nathan, and Wayne spend their spare time gardening, cooking and they enjoy helping friends, family and the community.

Karen is the best at helping seniors navigate the Road to Medicare with all their options including: Medicare Advantage Plans, Medicare Supplement Plans, and Medicare Drug Plans!

Karen was educated in the UK and attended Bournemouth College of Commerce with a degree in Travel And Tourism.  She has owned several different businesses throughout the years, including an Esthetician business for more than 25 years, and a Health and Wellness Spa in San Pedro for over 15 yrs. She also built a successful Photo Booth business in Los Angeles before selling it and relocating to San Diego.  Karen specializes in working with challenging situations and providing help in finding the very best outcome.   She had moved to San Diego about 5 years ago and at that time was working for an office in L.A.  She knew she needed to find a more local office and, after interviewing with several, she decided she would really like to work for Bridlewood. Their principles and ethical values aligned with hers and that’s the main reasons she chose them.  Her favorite part of her job is when she helps clients save money and know that they are in the best plan for them.

Originally from the UK, Karen has lived in the States since 1980. She lived in the L.A. area and spent about 30 years in Torrance and surrounding area.  She notes that there is a very different healthcare system here, since they have socialized medicine in UK, which is both good and bad.   She is an organizer for a Meetup group, ” Singles over 60 Having Fun” and they have a great group of people. They arrange all kinds of fun events and outings from Happy Hours to picnics and road trips.  They even went to Paso Robles for wine tasting in the summer and also to see the Sensorio light show which was amazing!  She also takes care of other peoples pets when they are away, which she enjoys so much, as this allows her to get her pet fix.

Melissa attended Cal State University at Long Beach.  Over her years working in the Medicare field, she has been the Sales Coordinator for SCAN Health Plan, a Medicare Agent for UnitedHealthcare, and is now an independent agent with Bridlewood Insurance.  She specializes in Medicare Advantage plans, Supplement/Medigap plans, and Part D prescription drug plans.  Bridlewood Insurance has an excellent reputation in San Diego, and she had no hesitation in joining their team.  Melissa felt it was time for her to grow as an agent, and they were a clear choice.  Melissa loves that she gets to help people get into Medicare, and help simplify what can seem like an overwhelming process.  She says it feels good to be able to save people money, time and stress as they transition into Medicare.

Originally from San Ramon, California, she has also lived in Italy for 11 years, Antigua, Mexico, and Turks and Caicos.  Melissa is married to Glen McIntyre who is also in Medicare.  They have a daughter Stella, 11 years old, and a son Samuel who is 9 years old.  They also have two cute kitties, Hannah and Callie, to round out their family.  Melissa is a regular blood donor and a school volunteer. She generally is a ‘kindness counts’ type of person, loves to travel, go to Pilates, and walk outdoors.

Dave graduated from Northern Kentucky University, with a Bachelor of Arts in Radio/Television/Film.  After many years working in both television and print media, Dave recently switched gears and got into the Insurance industry.  His choice of working for Bridlewood  stemmed from a long-time business relationship with the owner, Jeff Wetzel.  They had worked together during Dave’s tenure with the San Diego Union Tribune, when Jeff would place ads in the paper.  Over time, Dave came to understand how much integrity Jeff had, and insisted that all his agents have the same integrity and always put the needs of their clients first.

Health insurance is such an important part of our lives, and even more so now with the costs continuing to skyrocket.  There is so much misinformation regarding Medicare, and Dave feels strongly that it is his job to help seniors find the right plan for their medical and financial situation.

Dave grew up 10 miles south of downtown Cincinnati, which locals refer to as Northern Kentucky and the rest of the state of Ohio disowns them.  He moved to San Diego in 2004.  He met his lovely wife Cheryl in 2005, a born and raised San Diegan, and they married in 2008.  Since both were in their 40’s at the time and it was the first marriage for both of them, they do not have children.  However, they are the aunt and uncle of 11, with the number of great-nieces and great-nephews growing steadily and at last count there were 14.

Dave likes to read as much as possible; fiction, non-fiction, historical fiction. He also enjoys playing golf (though he says he is not very good), and softball, and loves watching baseball at any level. He is also a fan of college football and basketball, along with NFL football. Cheryl and he also spend quite a bit of time with yard work. The first hour is fun, then not so much!