Bailey is a firm believer in being a team player. This most likely stems from her experience competing in collegiate golf at St. Cloud State University, where she received her Bachelor of Science in Marketing. She learned very quickly that individually you can do well, but working together, you can achieve so much more.
Today, Bailey is still a team player at Bridlewood Insurance. With her passion for people, processes and insurance, she takes pride in working with her clients, walking them step by step through the Medicare process to ensure that their unique insurance needs are met.
Outside of work you can find Bailey on the golf course with her husband Dan and two daughters, or at their cabin in northern Minnesota, enjoying the great outdoors.
• Auto • Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Life • Long Term Care
Heather has her Associates of Applied Science in Healthcare at Minnesota School of Business, as well as her Life, Health, Property & Casualty license. She has used her degree to further her career with 15+ years working in the patient care/healthcare setting. She recently decided she wanted to try a new line of business, and joined her dad at Bridlewood Insurance, helping seniors with their Medicare planning. Heather loves that she still gets to help people, because that is what she is most passionate about. She believes that when you feel like you “get to” do your job, instead of having to or needing to, it is liberating and fulfilling. She feels that it has really changed her whole perspective, and it makes her so grateful for the opportunities that arise.
As a lifetime resident of Minnesota (at least so far . . .), she grew up in the northwest metro area of the Twin Cities, and currently resides in Champlin, Minnesota. Heather has been married to her incredible husband, Tim, for 13 years, but have been together for nearly 2 decades. With their young family of 3 amazing kids, they have also added a cat, but the kids ask for a puppy every chance that they get. They love to spend time with their family and friends, as well as travel and ALL things sports! Heather has always been very passionate about cheerleading, and gets to continue to be involved through judging and coaching and choreographing cheer for over 15 years. Her other love is baking and cooking, and gets to stay involved with that for family and friend, as a licensed cottage food baker.
Tom is a native Minnesotan, who graduated with an AA in Marketing & Sales North Hennepin Community College and also has an Enterprise Content Management Certfication in American International Imaging Management (ECMP847567). He also served as a National Ski Patrol, and was a ski instructor with multiple first aid designations, including CPR instructor.
Tom is the President and CEO Of Insurance Solution Consultants, Inc. located in Maple Grove, MN. His brokers have a deep understanding of healthcare insurance and Medicare plans. Integrity and extensive knowledge of Medicare gives his team the ability to create immediate rapport and trust. The primary focus of Insurance Solution Consultants is to help seniors select Medicare coverage that fits their needs. They can answer your questions about Medicare Advantage plans, Dental, Vision and Prescription Drug coverage, as well as Medicare Supplement plans. Tom and his team are also licensed to assist people with Special Needs and Dual Eligible individuals (people who have Medicare and Medicaid). The team is contracted with the top 10 Medicare insurance providers.
Tom’s reason for joining Bridlewood Insurance is because he felt that they shared the same core values of helping people understand their Medicare options, and always putting the client first. They take the role of consultants to their clients, listening to the questions and concerns, and then helping them select the most appropriate Medicare plan to meeting those needs. Tom’s favorite part of his job is helping people select the best healthcare plan for their situation, and the gratification it brings knowing he has served them well. His goal is to assist them by making sure they keep their desired doctors, clinics and hospitals, and that their healthcare and prescriptions are covered well at the lowest out-of-pocket cost.
Tom grew up in Golden Valley, which is a suburb of Minneapolis. He and his family currently live in Maple Grove, MN. He is married to a very special lady, Deanna. They have been blessed with six children and seven grandkids. He also has a cat named Goof (because he is quite a character). They enjoy family events, golfing, dining-out and traveling. Both Tom and Deanna are passionate about their new Harley Davidson motorcylces, and love riding!
Mark graduated from St. Cloud State University, with a major in business management, and a minor in marketing. He spent 30 years as a Marketing Rep for Federated Insurance. During his tenure he focused on helping businesses with their commercial and group health insurance. He recently shifted that focus to Medicare specific insurance. He specializes in helping people who are new to Medicare, although he loves working with seniors of all ages. Mark brings value to his relationships with his clients, as he not only helps them find the most appropriate plan for their needs, but he also can help them get enrolled in Medicare, so they do not have to make a trip to the Social Security office and wait in line. He decided to join Bridlewood Insurance once he saw how much support they provide to their agents, and make the Medicare experience enjoyable. Mark’s goal is to match you with a Medicare plan that you like and that fits your personal medical situation.
Mark was born and raised in Owatonna, Minnesota, and for the last 22 years he has lived in Elk River, MN. His wife, Jodi, and he are high school sweethearts who met in the 80’s, and have been married for 33 years! They have 2 daughters and 2 grandchildren . . . for now. He and Jodi enjoy lake life at their cabin, as well as golf, and of course spending time with their beautiful grandkids.
My name is Tim – My Mission: Evaluate and understand your unique Medicare and insurance needs. Find a plan that meets your budget and health requirements. After having a Medicare consultation, my clients will have confidence in their Medicare decisions finding the best path to follow.
Born in Cedar Rapids, IA, the second-largest city in Iowa, I moved to Omaha when I was six. I grew up in a fairly large family of four boys and two sisters. Educated in Catholic schools: St. Pius Elementary and Roncalli High school. After high school, I attended the University of Nebraska at Omaha, earning a Bachelor’s degree in science.
While studying for my bachelor’s degree at UNO, I worked for a credit card processing company by the name of First Data Resources for twenty years. I learned how to budget my time wisely in regard to pursuing my degree and paying for my education. After earning my bachelor’s degree, I was promoted at First Data to a programmer and finally earned the position of Application Architect. After leaving First Data, I worked as a stockbroker for TD Ameritrade for eleven years. I really enjoyed the customer contact and solving client problems, and educating my clients on the world of researching and trading stocks. After years of working as a stockbroker, I wanted to help people and own my own business. As a result, I ended up here at Bridlewood.
In preparation for having my own agency, I worked for a small company, Senior Market Sales. I helped people who were turning 65 determine if it made economic sense for them to stay on their current companies’ current group health insurance or move over entirely to Medicare. Further, helping my clients determine if it made sense for them to add additional supplemental insurance or move over to the Medicare Advantage plan.
Recently my father passed away, and as a result, I now enjoy taking care of my mother, who is 82 years old, and her two dogs, George and Gisele, both Schnauzer and Poodle mix. I have over twelve nieces and nephews and have now started attending their children’s weddings.
In my free time, I enjoy spending time listening to audiobooks, hiking, fishing, movies, dining out, and watching the Husker football games.
Thanks for reading my biography, and I will leave you with one of my favorite Authors Quotes: “The fear of death follows from the fear of life. A man who lives fully is prepared to die at any time.” – Mark Twain.
• Medicare Advantage
Casey is A Medicare agent in Nebraska. He wanted to work for a company that cares for its customers as well as explains their Medicare needs in the best way. After finding Bridlewood and finally joining in 2019, he knew it was a great fit. He believes that every client deserves to be treated as a person. He knows that every client has completely different needs but every single one of those needs is important to him.
Casey received his degree in Christian Education Leadership. He is originally from Wamego, Kansas, and has lived in the Midwest throughout his life. Currently, he is residing in Fremont, Nebraska. He and his wife, Tara, have a passion for their community and really enjoy living there.
In his free time, Casey enjoys running, cheering for the Kansas City Chiefs, collecting vinyl records, and seeing new movies. He also likes to listen to music and Garth Brooks is his favorite artist.
Megan has a broad array of experience working in the insurance industry. She has helped businesses with health, dental, vision, life and disability insurance. Megan works with people who are new to Medicare and need help understanding different options and people currently on Medicare looking for better benefits. Megan loves working in insurance and helping people with these complex issues as well as having the ownership of her own business, the success and or failure is all on her.
Megan was born and raised in Lincoln, NE. She has ventured to other places but keeps coming back. Megan loves the feel of a big-small town and everything you need/want but still isn’t too big.
Megan went to Southeast Community College for Business Administration. She has been married to her husband Matt for 8 years and together they have 3 children. Harper – 10, Kade – 3 and Leo – 1.
Megan is really in health and wellness. She stays very active trying to work out daily and eat healthy. Megan is always continuing to learn and research health; she frequently listens to a health or wellness podcast. Her family loves summer and enjoys using their boat at the lake.
Megan truly loves helping people! A client once told her how her new plan was life changing and how much it was going to help her. Megan prides herself on doing the right thing for her clients even if it means not getting the sale.
• Financial Planning • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans
Jermaine graduated High School in 2002 and received an Associate’s Degree in 2008. He is currently finishing his Bachelor’s Degree at a University, and should have it by the end of next year. Back in 2011, Jermaine began selling Medicare insurance for Florida Blue, and after many years and due to his expertise in Medicare, he was selected to head up a pilot program to be the leader of a 6 person team of agents dedicated to only selling Medicare insurance. He is licensed to sell Life, Health, and Accident Insurance, as well as Variable Annuities, in both Arizona and Florida. Jermaine specializes in Medicare Advantage, Supplement and Prescription Drug plans.
He decided to join Bridlewood Insurance, because they have the reputation for caring more about their clients, than about the bottom line. Jermaine’s philosophy is to always put the client’s best interest ahead of everything else. He really enjoys working with people to help them find the best possible Medicare plan to cover all their needs while keeping their costs at a minimum.
Jermaine was born in New York, but raised in beautiful North Carolina. After 6 years of active duty in the Navy, and 2 years of Reserves, he currently resides in Arizona, although he is licensed and appointed in Florida as well. One of his favorite pastimes is to learn new things, which he feels is a daily experience. And he loves to watch sports and travel, especially to the east coast to see his friends and family.
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life
Roger has a way of explaining the Medicare process making it easy to understand. Roger and his wife Kim, who is also an agent, have an insurance agency in Madison, South Dakota and are licensed to offer Medicare related products in 26 states. Roger has several degrees, including an Associate’s degree in Agriculture from Mankato Vo-Tech, a Bachelor’s degree in
Finance, and a Bachelor’s degree in Insurance and Real Estate from Minnesota State University. Roger & Kim have owned Amerigroup Financial, LLC, which is an independent insurance marketing company contracted to sell a wide variety of insurance products, for well over a decade, but specialize in products for Medicare Beneficiaries, including Medicare Advantage plans and Medicare Supplement plans. Roger came to work at Bridlewood Insurance through a rather unusual way. He grew up in the same small town in Minnesota, as Bridlewood’s President and CEO, Jeffry Wetzel. Jeff shared with him how the Medicare business works and how it has treated him well, and Roger decided to add those Medicare products to the portfolio of offerings for his clients. He really loves potentially saving hundreds of dollars a month for people that are on a very low, fixed income, and really need
his help.
Born and raised on a farm in Waterville, Minnesota, Roger moved to Phoenix, AZ after college, owned a mortgage company and a real estate agency and then moved to Madison, South Dakota in 2012. Kim and Roger were married in 2012, and Kim’s son Dylan, lives in Chandler, Arizona with his wife Brooklynn. The only professional sports Roger enjoys watching are UFC and Nascar. His favorite hobbies are traveling to Mexico, flying, trail riding with their UTV, entertaining friends at their lake home, boating, riding jet skis and anything to do with cars. He loves speed!!
• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi
As a graduate of both Arizona State University and BYU’s Ensign College, I have worked in the health insurance field for eleven years. I first began working as a Medicare Program Manager, then worked at UnitedHealthcare as a Market Growth Manager. Now, I am excited to be working as the Director of Training and Development for Bridlewood Insurance!
I got into Medicare as a way to help my grandparents and fell in love with the opportunity to truly help others as I assisted them in navigating the complex Medicare space. Bridlewood Insurance aligns with my vision and offers the support I need to continue helping people every single day.
My philosophy when working with my Medicare clients is simple: I believe everyone deserves access to the best healthcare options available, the benefits they’ve earned, and the peace of mind that comes with knowing they’re covered. Navigating Medicare can be confusing, but I see it as my responsibility to simplify the process, educate my clients, and ensure they make informed decisions about their health coverage. I am committed to helping people not only find the right insurance plan, but also take full advantage of the benefits designed to support their wellbeing. Beyond just coverage, I care about my clients’ overall health and quality of life. That’s why I take the time to understand their needs, answer their questions, and provide ongoing support. My goal is to be a trusted advocate, helping them access the care they need so they can live healthier, happier lives with confidence in their healthcare choices.
As for my personal life, I originally grew up in Southern California and now live in Clermont, Florida with my husband of twelve years, our three beautiful children, our two dogs, and our two cats. In our spare time, my husband and I coach little league baseball for our sons. When we aren’t on the baseball field, we are driving all over Florida for our daughter’s travel soccer team. We also love to go to Walt Disney World with our kids, explore Florida, and go to the beach.