Rachelle is a proud graduate of Granite Hills High School, class of 2000!  She then went on to attend junior college for a few years to complete her general education requirements.  She met her future husband, Kyle, and when he asked her to marry him, she finished out her year of school and they were married.  She then went on to work for her father-in-law for 3 years, helping him in his office supply business.  After that she worked for a label manufacturer for about 10 years, before deciding to be a stay at home mom to her daughters.

With the help of her father-in-law, Kent, she decided to jump into the Medicare and Health Insurance field because of the flexible hours and the desire to help people.  Rachelle has been assisting people navigate the Medicare maze for 3 amazing years now.  She has her licenses in multiple states, and thoroughly enjoys educating people on their Medicare choices such as Medicare Advantage, Supplement and Prescription Drug plans, and helping those people with both Medicare and Medicaid (Medi-Cal).  Since both Kent and his wife, Deina, were already with Bridlewood Insurance, and loved the great atmosphere and support they received, they recommended Rachelle join them as an agent at Bridlewood.  She loves that she gets to help people understand a difficult subject, and at the same time keeps them “in the know” and making sure they’re healthy and happy.

Rachelle grew up in East County San Diego and has lived there all her life.  She and her husband Kyle have been married for 18 years, and they have two beautiful girls, who are 12 and 9.  They did live on a little hobby farm with almost 50 animals, but recently moved from there with one of the animals, their beloved dog, Red. Rachelle enjoys running and has participated in the “Triple Crown” – which is 3 half marathons in one year.  She medaled in each of the three marathons, and received a special medal for completing all 3 in the same year.  Since COVID, she has been exercising at home and take long runs with Red.

Educational Background:

Bachelor Degree in Finance
Seton Hall University
South Orange NJ

With over 20 years experience in the Insurance Brokerage industry, with a focus on Annuity, Life insurance, LTC and Medicare distribution . My clients are financial advisors, CPA’s, and estate attorneys. State Insurances licenses for health, life, LTC producer in NJ, NY, and PA NEO Ethics member

Areas of specialty within the Medicare insurance area:

For both new to Medicare and the existing Medicare clients, I do the following:
Through a series of questions: Through a series of questions….
1. Asses the current health and financial condition 2. Discuss and educate the clients on the options that are available to them with the pro’s and con’s of both 3. Allow the client to make the decision that is best tailored to them.

Bridlewood has an excellent reputation in the industry, I made the switch to them about 5 months ago and I haven’t looked back!

I love when I talk with my clients and I put their mind at ease! Medicare planning is stressful along with other life changing events, I do everything I can for my clients to say “Mike has it covered, one less worry.”

I’m from New Jersey and currently reside here, although, I lived between NYC and Tampa, FL for the past 15 years.

My beautiful wife of 13 years, Sherri has blessed me with three angels! My oldest is Gia(10 years old), Adriana (8), and Michael(6). They do keep me on my toes and my house is a nut house, but I wouldn’t want it any other way.

With three active kids, I’m either an assistant coach or head coach for soccer, baseball, basketball and now hockey! lol. I’m a member of Tavistock Country Club and I hope one day to find the time to improve my golf game. My wife and I love to travel and have some great trips planned, but family time is sacred to us.

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.

Casey 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.

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.

Sheryl has a Bachelor of Science degree and a Master’s Degree in Elementary Education with an emphasis in Early Childhood education.  She has worked in both public and private school for more than 20 years, teaching pre-kindergarten, kindergarten and first grade.  She was awarded two educational grants, one at the state level and the other at the district level, focusing on parent involvement.  She is currently self-employed, and runs a web-based consignment shop from her home.  She recently decided to delve into Medicare, and is excited at the prospect of helping people protect their future, by meeting their current individual needs . . . whatever them may be.

Sheryl’s sister introduced her to Bridlewood in the Spring of 2020. She had just began studying for her licensure at that time, and as she learned more about the company and their programs, she was impressed by the encouragement, support and numerous trainings they offered.  Sheryl completed her licensing in September and is excited to be a part of Bridlewood’s community.  She believes that her favorite part of her job will be helping individuals find the right plan to cover all their needs. Sheryl’s desire is to be involved in a business that truly cares about each person and delivering personalized plans that fit their unique needs.

She grew up in Wisconsin, spent her young adult years in Minnesota and then moved to North Carolina, where she has resided for the past 18 years. She and her husband Scott have been married for 26 years and have two children.  Their daughter, Christine, was married in the summer of 2020 in Florida, and their son, Jacob, started his senior year at UNCC.   She loves to spend time outdoors gardening, hiking, and creating landscapes that attract birds and butterflies.
She also enjoys fixing up things, decorating and anything crafty!

Imagine, sitting on the porch on a cool fall morning. The leaves have just started to change, and the song of migrating birds grace your ears. A warm cup of coffee in your hand as you rock back and forth. In this moment, peace flows into you. You are afforded the time to breathe without a care in the world.

That feeling is what Jake gives to everyone who becomes one of his clients. A feeling that everyone who has grown up in his hometown of Monroe Michigan has experienced at one point or another. Where other Medicare agents might treat you as a customer, Jake will treat you as trusted friend and lifelong colleague when handling all of your Medicare needs. How does he do this? By partnering with Bridlewood Insurance and living the only two rules that one needs to follow to have a fulfilling career.

Those rules are…

1. ALWAYS, no matter what and without hesitation, do what is best for the client. Every time, no exceptions.
2. Follow rule #1

Jake spent five years at Michigan Technological University to obtain a bachelor’s degree in business management. Those five years were filled with countless trials and hard work. The determination that he embodied to achieve this life milestone is the same determination that he puts in to making sure that your needs are met. Jake goes to work for you from the very first call and continues working for you every day thereafter. He asks all the questions that you may not have considered to make sure that each recommendation he gives is tailored specifically to your needs. By the time the initial conversation is done, he will have identified your needs and immediately begins exploring every option that you have. If there is a Medicare product available in your area, you can rest assured that he has looked at it and is applying your needs to it to ensure that you will get the quality care that you deserve.

In addition to thoroughly understanding your needs, Jake will make sure that you fully understand everything concerning your Medicare. If it takes fifteen minutes or thirty, Jake will make sure that when it comes time to decide, that you can say without a shadow of a doubt that you have all the information that you need. If he doesn’t know the answer to something when you call, he will do whatever it takes to make sure that you get the full and complete answer.

Having spent the last five years in the manufacturing world, Jake thoroughly understands how complicated health insurance can be, and Medicare is no exception. No one sat down and really explained his benefits when signing those employer contracts, and it wasn’t until after he signed that he learned critical things he needed were covered. These experiences have driven him to dive deep into Medicare, and ensure that no one else has the same experiences that he has had.

By choosing to go through Jake for your Medicare needs, you are taking the first steps in a lifelong friendship. From answering questions to providing you with entertaining newsletters every month, Jake will never be more than a phone call away. Don’t let the complexities of Medicare frustrate you any longer. Give Jake a call.

Let Jake at Bridlewood help you on your Medicare journey!

Over the last twenty years as an insurance agency owner, now retired; I have helped many families throughout Michigan with their personal insurance needs. Now turning 65 and transitioning to Medicare myself, I saw how confusing it can be. Loving to help people with their insurance and not wanting to fully retire, I decided to specialize in Medicare as an agent with Bridlewood. I chose Bridlewood because they are a top-rated national Medicare focused agency. They represent a great selection of companies, provide comprehensive support, and ongoing training, assuring success for my clients.

Now, with our kids all grown I work from home. Kimberly and I enjoy taking trips on the Harley Motorcycle or attending classic car shows in our 10th Anniversary Miata convertible. When it starts getting colder, we try to spend a few weeks in Florida or California with family and friends. We are both animal lovers, and have a beautiful Chocolate Lab named Jax.

Medicare is certainly not a one size fits all; and I love helping other folks just like me. I take the time necessary to answer questions and address any concerns so that my clients are well informed and comfortable in choosing the right Medicare solution for them.

I look forward to working with you, and finding just the right coverage!

Joe has been helping people make confident and informed decisions about their Health and Life Insurance options since 2013.   Prior to health insurance, Joe co-founded and operated an e-commerce business in the vintage and designer clothing field. He also worked for over a decade in the Retirement Plan Design and Administration field.

A life-long San Diegan, Joe loves spending time in the outdoors with his family: wife Lisa, daughter Astrid, and son Ian.
Joe is also passionate about football and has coached at the youth and high school level in Ramona as an Offensive Line and Wide Receivers coach.

Brandi has more than 5 years working with Medicare insurance, and is licensed in GA, CA, AZ, OR, ID, and FL. She decided to work with Bridlewood so she could offer more plans and help her clients get the most appropriate coverage to fit their  needs.  Brandi loves helping people in their Medicare journey, but educating them on what Medicare is, how it works, and what their options are for supplemental insurance plans.  She finds working with seniors to be fun and enjoys making a new friend in the process.

Born and raised in San Diego, Brandi now lives in the charming town of Woodstock GA. She and her husband, Wes, have been together for 14 years and have one beautiful 11 year old daughter named Journey.  They keep busy exploring their new coastline (the east coast) by going on family road trips. They also like to stay active with lots of hiking. All three of them are FOODIES, and really enjoy finding fun and delicious new places to eat, especially in a new area, or while on vacation. They love watching movies and playing board games.

Rafael Nunez is a knowledgeable, caring Medicare agent with Bridlewood Insurance. He received a Business Administration degree from Illinois Wesleyan University. Rafael has been in the insurance business for more than a decade, both as an agent and an agency owner. He managed 57 Medicare agents for a Fortune 100 company, specializing in Medicare Advantage plans, Prescription Drug Plans and Medicare Supplement plans.   Rafael decided to join Bridlewood a year ago, because he appreciated the straightforward approach and motivation of the President, Jeff Wetzel. They both have the same primary objective – do what is best for the client, EVERY time! Before he leaves a client’s house, he asks himself, “Did I do for them what I would do for my parents?” He feels if he answers “yes”, he has done his job well.

Rafael is a Chicago native, born and raised. As a young business professional, he moved to the suburbs and has lived there for over 20 years. He enjoys working out, and tries to stay in shape. He loves to play (and watch) most sports, particulary baseball, basketball and football. Rafael really enjoys traveling, and seeing and trying new things – like the exhilaration he gets from hobbies like skydiving, bungy jumping and ziplining.

Ralph has over 40 years of sales experience, primarily in institutional chemical supplies, and he is currently a corporate account manager for an international chemical manufacturer. He is also the former owner of a distribution company in based in Skokie, IL. Ralph received his Bachelor’s Degree in Business Administration, graduating from Rochester Institute of Technology.

While he is relatively new to helping people with their Medicare options, Ralph has many years seeing a Medicare Advantage plan in action. His parents have had Advantage plans for years and he assisted them in selecting and maintaining the right plan for their needs. After seeing how frustrating and overwhelming all the Medicare information could be to seniors, he decided this might be a field he would really enjoy, as he loves helping people and seniors in particular. Ralph says he truly enjoys advising people of their Medicare options. It’s especially rewarding to assist someone by providing a product that they need, and it doesn’t cost the client anything for his help! He feels real satisfaction when he sees the smiles on my clients faces when they understand how he has helped them by educating them so they can make an informed decision. Ralph decided to join Bridlewood Insurance family – he calls it a family because he feels they truly care about him reaching his goals and their method to success is unlike anything else he has experienced before, in this industry.

Ralph was born and raised in Rochester, NY and has been living in the Chicago area for the past 40 years, and currently resides in Glenview, IL. He is married to his lovely wife, Jovy, and they have five wonderful children. Ralph is a motorcycle enthusiast and has been riding for 35 years. He enjoys riding his Harley Davidson Road Glide with his motorcycle gang, and Jovy rides with him. During the winter months, you will find Ralph bowling in his Thursday night league, and on weekends he and his wife are aspiring ballroom dancers, which they enjoy immensely.