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.
Mark received his Bachelor of Science degree in English from Iowa State University, and his MBA from the University of California – Irvine. He has over 20 years of experience in consultative sales and is a licensed Life and Health Insurance agent. He specializes in Medicare Advantage, Supplement and Prescription Drug plans. Mark first began working with Bridlewood Insurance when he worked at a local medical group and coordinated Medicare events between that medical group and Bridlewood. He was immediately attracted to how Bridlewood emphasized that the “customer is always our first and most important concern”. Mark’s philosophy is to put the customer’s needs first and always do the right thing, with integrity and honesty.
Mark has roots in both Iowa and Southern California, and currently resides in San Diego. He enjoys road bicylcling, the beach and listening to vinyl records.
Damiana grew up in Seattle, WA, and went to college at the University of Oregon, where she received her Bachelor of Science in Finance and International Relations. Go Ducks!!
She decided to work with Bridlewood after hearing that Bridlewood Insurance is the most highly acclaimed organization in town and is proud to be part of such an amazing company with excellent resources to help her clients.
Damiana loves being able to help seniors navigate through Medicare. ‘It can be overwhelming at times and I am here to help with questions and to keep things understandable and manageable.
She grew up in Seattle, Washington, and therefore absolutely loves the rain and stormy days. I spent fifteen years in Colorado before moving to beautiful Southern California. San Diego County has been my home for over 12 years and I consider myself extremely lucky to live in such an amazing place.
Damiana is a mother of two amazing children, ages 11 and 9. They bring me joy and laughter each and every day. My husband, Lonnie, and I have been together for 14 years.
The beach is my calming place. I love being by the water. I am an avid skier and snowboarder, and love going on a camping adventure in the summer.
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. Beth offers her clients a wide range of Medicare Advantage, Supplement and Prescription Drug plans. 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.
Beth has been a long-term resident of both Orange and Riverside counties, and currently lives in southwest Inland Empire. 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.
Kevin Leinum is the owner of Capstone Insurance Services and has partnered with Bridlewood Insurance Services in 2018. Kevin has extensive training and has worked in the Senior market for the past 11 years. 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 2016 and has 3 sons – Crosby, Micah, and Jasper. Kevin enjoys working out, playing guitar, a nd spending time with his family and friends by the fire pit in their backyard.
Kevin looks forward to having the opportunity to work with you and building a long-lasting relationship.
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. 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.
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.
Bernie has more than 24 years experience in the insurance industry. For many of those 24 years, he has focused on Medicare insurance, and matching the most appropriate plan designed to meet each individual client’s needs. Bernie has been with Bridlewood since it’s very first days, when there were only 10 agents. His passion is working with seniors like himself, making Medicare easy to understand and navigate through.
Bernie grew up in St. Louis, Missouri, and joined the Marine Corps right out of high school. He was stationed in San Diego, and after serving in Vietnam and leaving the Marine Corps, he decided to make San Diego his home. His wife, Barb, is also an agent with Bridlewood. They have two sons, 7 grandchildren and 4 parrots. Bernie and Barb love to travel, and they belong to several wine clubs and enjoy visiting them for a glass of wine.
Ron has had a successful life insurance business as an independent agent for the past 23 years. As time has progressed he has come to recognize the growing need that individuals of his generation have in understanding all the options available to back up Original Medicare coverage. With Bridlewood’s full range of Medicare Advantage, Supplemental and Prescription Drug Plans Ron firmly believes there is no better place to provide for this service.
A California native, Ron has been a Vista resident since 1975. Married to his lovely wife Nannette for 36 years, they have two sons and three grandchildren.
A lifelong waterman, he and his family have shared many adventurous travels while surfing, diving and fishing throughout the Pacific region. He regularly mountain-bikes the backcountry trails of North County to “keep the heart and lungs strong”.
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.