Tish has degrees in Business and Psychology and is a former Certified Nurses Assistant. She also has over 20 years of experience in Bank and Finance, Life and Health Insurance, customer service, sales, real estate and mortgage. She has been doing Medicare for several years, but was looking for an Agency to partner with that could help her with the training and support she needed to grow her business. That agency was Bridlewood Insurance. Tish’s philosophy is that she’s in the business of helping people.
She grew up in San Bernardino, CA and now lives in Santa Clarita, CA where she has been for 6 years. A former widow, Tish now has a fiance named David. They’ve been together for about 4 years. She also has two grown sons, and David has a grown daughter. In their time outside of work, she and David are Renaissance Faire re-enactors and design costumes and do art shows.
Financial & Insurance Professional:
Licensed Health & Life Insurance Agent 10/2005 to Present
Responsibilities include providing an efficient as well as an effective solution based consulting service, as an extension of delivering creative financial and insurance solutions with value-added guidance along with above and beyond post advocacy support. Overall, the foundation of my service is built on cultivating long-term professional relationships while helping existing and prospective clients obtain their current goals and objectives, with their best interest in mind.
J.S.M. & John Burkett Petition Management:
State of California Legislation Initiatives – Asst Manager -02/2004 to 06/2005
In general, my initial assignment included aiding in a seasonal project, by registering qualified voters in our efforts to gain the support from various State of California on the ballot initiatives with successful measures. The additional task included demonstrating proficient leadership skills, by effectively communicating with upper management while aiding in the process of hiring, training, and promoting team concepts, in the interim of managing a support team of twenty employees.
Cherry Hill Photo:Portrait Studio Manager 2003 to 01/2004
A seasonal position that required having the responsibilities of hiring, training, and managing a staff of twelve; full and part-time employees. As a result, our system included establishing and managing an efficient and profitable photo studio with an effective line of communication between upper management and the general staff, while successfully monitoring all aspects of the Christmas portrait studio daily activity for the Santa Anita, California Mall. As a result, as a team, we were able to establish and meet our studio production goals and objectives with an extended measure of success.
Professional Brokers Group:
Sr. Account Executive 02/1995 to 09/2003
Responsibilities included facilitating the organizations inside sales shareholders’ division, with effective telecommunication and presentation skills, while aiding qualified accredited investors who participated in several progressively rated investment opportunities. In the interim, I maintained a performance-based platform that contributed to the organization’s positive increase on a consistent basis. – While earning numerous production awards.
Blacksmith Cards & Prints:
Administrative – Marketing Assistant 09/1993 to 11/1994
Responsibilities included assisting the Chief Executive Officer and staff of family-owned- greeting card business in the company’s day to day operations. My additional task included helping in areas of product development, sales and marketing, shipping, and receiving. In the interim, I established several local and national greeting card accounts, while representing the company at the annual gift and greeting card industry events. – Met and exceeded the assigned task with successful measures
Areas of specialty within the Medicare insurance area:
For nearly a decade, as an independent broker, Edward Allen has specialized in identifying and providing sustainable solutions for Medicare-eligible members regarding their Medicare Part C supplement insurance, and Prescription Drug benefit needs. As a result, he uses an efficient consultation along with an effective educational approach while helping seniors gain a better understanding of their Medicare Advantage, Supplementary Benefits, and Prescription Drug Plan options, and how they work in correlation with the Original Medicare Part A & B health plan.
Bridlewood’s model evokes a top-notch business-model, on how a Medicare servicing agency should put forth their very best efforts. I am fairly new but decided to work for Bridlewood (aka) Bridgelink, because Bridelwoods model, is built on a higher level of professionalism, which correlates with exceptional training, and support platform. More so, Bridlewood’s leadership and principals stand firm on the foundation of uncompromising values when their agents answer the call, to help, guide, and support Medicare-eligible members.
Edward enjoys educating his clients on how their original Medicare Part A&B benefits, work with their Medicare Part C Supplement, and or Part D prescription drug benefits and how those benefits work to their advantage. In the interim, he takes great joy in supporting his clients as their benefits advocate when it is required. Most important, Edward appreciates the opportunity to offer an exceptional service that allows his clients to make a well-informed decision and he thrives to build genuine relationships that are designed to make a difference in the lives of those he is honored to serve.
Originally from the Mid-West, born and raised in Milwaukee, Wisconsin, he is the second oldest of six siblings. After graduation from high school, from 1977-1984 he enlisted in the United States Marine Corps and honorably served with the 1st Marine Air Wing Division, in Tustin and El Toro, California, Okinawa Japan, and on the aircraft carrier, – the USS Peleliu during the Beirut Lebanon conflict. Currently, Edward resides in Rancho Palos Verdes, California.
In his spare time, he enjoys spending time with his wife Rhonda of 15 years and their blended family members; that include six young men, four young women, and 12 grandchildren.
Edward enjoys viewing classic (Black and White) films and engaging in a challenging game of chess. When time allows, he and his wife and or their loved one(s) take pleasure in walks on the beach, visiting art galleries, museums, attending musical and stage productions, sporting events, and traveling. One of his favorite past times; was the moment he surprised his wife with a weekend getaway to San Diego, which included attending a football game when the San Diego Chargers played his favorite team the Green Bay Packers with seats behind the end-zone.
Jason has an Associates’s Degree in Business Administration from Santa Monica College. After over 15 years in sales, he decided to get involved with Medicare. He chose Bridlewood Insurance because of its extraordinary reputation for integrity amongst its agents and clients. Jason really enjoys being of service to people ages 65 and above. Being a people person, he feels great satisfaction applying his service for the sake of helping others.
Although he grew up in Farmington, Connecticut, Jason moved to Los Angeles County about 5 years ago, and now calls Southern California his home. He and his wife Amanda have been together for more than 10 years, and plan on starting a family soon. They live a very active lifestyle that involves walking, running, and biking on the beach. Jason is also a martial artist, and practices “Thai Boxing”.
Susan has degrees in Political Science and First Nation Studies from Vancouver Island University and a Masters of Business Administration from Sprott Shaw. She has been a Marketing and Sales Consultant for The Pink Page, a Print and Client Service Manager for Office Depot and a Hospitality/Patient Care Staff Supervisor
at UCSF Medical Center. Susan decided to shift gears and entered the field of Medicare Insurance with Bridlewood in 2021. She loves helping people, and thought this job would be a rewarding way to assist seniors.
Born and raised in Vancouver Island, British Columbia Canada, Susan has also lived in the Bay Area of California for about 15 years of her life before moving to Tacoma, WA in September 2019. She has 2 sons, 3 grandsons and a fur baby named Jack. She loves her native culture, and can sing and dance her family’s songs. She also enjoys eagle watching during the migration season.
Michael has his Bachelor of Science degree from Lutheran University. He focuses solely on Medicare and educating seniors about Medicare.
Jeff was born and raised in St. Helens and graduated from St. Helens High School and currently lives in Warren, Oregon. He received his Bachelor’s degree in Business Administration from Oregon State University in 1999. He has 21 years of experience in providing Investment, Insurance, and Retirement advice to his community. He has been a Certified Financial Planner since 2004 and also got his Life and Health Insurance that same year.
In 2021, Jeff was introduced to Bridlewood Insurance. He really admired the business process because of putting clients first and focusing on giving them all the assistance they need with their Medicare. Jeff loves helping clients in all aspects of retirement. Other than assisting seniors with their Financial Services, being able to assist with their Medicare is just another great addition to Schultz Financial Services.
Jeff has been married to his wife Leanna for 13 years and they have a 10-year-old daughter named Olivia. He likes to spend time with his family and pets when he has free time. Living on 5 acres, he likes to upkeep the gardening and woodworking of his home. When not attending to the home improvement, he really enjoys the outdoors and that involves hiking, fishing, kayaking, and going to the beach.
Ana has her CLU (Chartered Life Underwriter) designation, as well as her LUTCF (Life Underwrite Training Council Fellow) designation, along with multiple licenses, such as her Series 6 & 7, her 63, 65 and 53.
Ana and her husband, Cesar, have 3 children and 2 grandkids. In her spare time you can probably find Ana golfing or hiking.