• 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.
• 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.
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.
• Covered California • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans
Brian works with retirees like you, and their financial advisors, to help navigate his clients through the Medicare enrollment process. He helps clients understand:
– When they CAN apply vs. when they SHOULD apply?
– What does Medicare cover vs. what Medicare misses?
– Do you really need “Cadillac-style” benefits immediately, or can you wait to “ Go Big”?
– What are the trade-offs to not taking certain options immediately?
Most of Brian’s referrals come from financial advisors who want their clients to get help with the above, AND the following:
– Understanding what, if any, Medicare benefits cover Long-Term Care?
– How Medicare should be represented in a financial plan?
– How to build an income plan from retirement assets to ensure the client never misses a Medicare Supplemental Insurance premium?
– Offer a proactive solution to clients who have Medicare questions, and are being deluged by strangers offering Medicare help.
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• 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!
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
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 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, 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!
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.
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.
• Final Expense • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life • 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 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.