Gary is originally from Vallejo in Northern California, but has lived in Laguna Niguel, for the past 29 years. He attended California State University at Chico, where he earned a Bachelor of Science Degree in Business Administration/Management. Gary has over 20 years experience in the Aerospace and petro-chemical process industries, working with high temperature and corrosion resistant alloys. His most recent position was Vice President of Sales and Marketing. Gary has also been a licensed Life and Health Insurance agent for more than 12 years. He has owned several businesses, including an anti-aging business and Living Healthy Technologies, a distributor of air and water purification technology products. Also he is a founding partner in a medical electronic device start up.
When deciding where to build his Medicare business, he chose Bridlewood because it came highly recommended to him by his colleagues. When Gary did his own research, he stated he was impressed with Bridlewood’s professionalism, and the tools and creativity they provide to help their agents. Above all, he stated that Bridlewood’s character is what he noticed the most, because of their client-centric culture, which lined up perfectly with his beliefs.
Gary specializes in Medicare Advantage Plans, Medicare Supplement Plans and Prescription Drug Plans. His favorite part of his job is helping people understand clearly what options they have and helping to educate them on the benefits available to them, and at the same time guiding them on how to avoid penalties. He also loves listening to people and hearing what is important to them so he can then help direct them in selecting the plans that works best for their health needs, medications and finances.
Gary has been married to Laura for 34 years and they have 2 great kids, Rachel and Jason. Rachel is 29 and recently earned her Master’s Degree from San Francisco Conservatory of Music in Vocal Performance-Classical Opera. Their son Jason (21) is a Junior at San Diego State University. They also have Jasmine, their 15-year-old Bichon Frise, that still acts like a puppy. Gary enjoys playing pickle-ball, cooking, mentoring, public speaking and reading. Gary was involved for many years as a Big Brother with Big Brothers and Big Sisters of Orange County, as well as being a Scout leader.
Carolyn received her Bachelor’s Degree in Public Administration from California State University at Dominguez Hills. She has experience in Medical Billing and Coding and received that education from United Education Institute. She was born and raised in California and has been residing in Carson California for over 20 years. Carolyn has over 35 years of customer service experience as well as 10 years in the Insurance Industry. Throughout those 10 years, she has managed two agencies in Inglewood and Gardena, California. She is also a current member of the South Los Angeles Chamber of Commerce as well as the Carson Chamber of Commerce.
After being introduced to Bridlewood, she was ready to join our team. She really appreciated all of the support she received while coming on board with Bridlewood. She wanted to give Medicare clients the best experience possible and would like to cater to any specific needs that they have. Carolyn wants her clients to feel appreciated and she wants them to understand their Medicare needs in a simple way. She loves helping people get the answers they need to feel comfortable navigating their plans. She is proud to be her client’s first point of contact.
Carolyn loves to spend time with her young daughter, Tyler, as well as her two dogs. Her favorite pastime is traveling and she tries to leave the country at least once a year. When she isn’t traveling, she is spending time with family and at church as well as volunteering in her community.
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”.
John was born in Los Angeles, CA and resides in Redondo Beach, CA. John was in the military for 4 years stationed in Hawaii and made three west pacs. (Served with the marines stationed on board three separate ships traveling to several counties to provide medical care.)
John’s been married for over 25 years, has 3 adults, one is a teacher, one is a search and rescue extraordinaire, the one is a Marriage and Family Counselor. He has several grandkids a dog and a couple of fish. John and his wife Debbie exercise regularly together either in their home gym, biking or one of the trails in Los Angeles.
John has a Bachelor’s Degree in Business Management from U.O.P. John received his Health and Life insurance license in 2015. He worked at Mutual of Omaha for several years achieving several awards for his outstanding accomplishments. He has written over 400 life products through several carriers over the years.
John’s forte is establishing rapport with his clients. He has excelled at helping others most of his life from being a Navy Corpsman (similar to a paramedic) while stationed with the Marines, to his Emergency Medical Technician experience, real estate seminar experience, to presently serving clients with insurance and their Medicare needs. These types of positions require a level of tenacity and dedication in order to assist others effectively.
John is an experienced life and health insurance agent looking to provide his clients with the best possible product by researching what is available to meet their needs. He simplifies the options and presents his clients with policy information in a fashion that is easily understood while making their decision to move forward far less difficult.
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.