Congratulations! These licensed Medicare agents serve your local area.
Michael Kurth

Michael has his AA Degree in Theology from CCBC in Murrieta, California.   He has worked as a Training Specialist and Center of Learning Manager at BCD Travel, as welll as being the Lead Travel Specialist/Supervisor-Customer Contact.  He is also a US Navy Veteran.  Michael began his carrier as an Agent Recruiter because of his passion for teaching and mentoring others, and he loves the opportunity to be able to recruit the next generation of Bridlewood Agents.  He finds it especially fulfilling that he has a lasting impact on the agent’s career in this ever-changing and dynamic field of Medicare.  He loves helping others and being part of their success and growth, as well as seeing peoples lives changed for the better by our amazing group of people here at Bridlewood.

Michael currently resides in Murrieta California.  He was in the US Navy for 3 years and assigned to the USS Boxer(LHD-4) as part of the original crew when she was commissioned.  He was involved her maiden voyage and deployment.  Michael is married to his lovely wife, Ann.  He’s the proud stepfather to one amazing kid named Sydney Hayden, and their wonderful family includes 2 Malti-Poo puppies names Harley and Sawyer.

In his spare time, Michael enjoys walking all over. Travel is a huge thing for him and he has been all over the world.  He really enjoys eating unique foods and also recently began collecting Vinyl records.

San Diego, CA 3596.8 mi
 

Lee Goldsmith

• Covered California • Financial Planning • Final Expense • Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Life • Long Term Care

Lee received his Bachelor’s Degree from Cal Poly – San Luis Obispo.  He has worked in the insurance industry since 1982. He specializes in the senior market, focusing on Medicare.  Lee does a thorough interview with his clients, evaluating their needs and helps them find the best product at the lowest cost and with the most benefits, so they are fully protected while being mindful of the financial aspects.

He began his career with Bridlewood, when a friend of his, Brian McArthur referred him.  He liked their core value of always doing the right thing for the client, EVERY time.  Lee loves helping people understand Medicare and their options, as it can be terribly confusing.  He takes it slow and treats every client like they are his parents, being thoughtful and thorough until the understand the coverage they are choosing.

Originally from the Chicago area, Lee was recruited on a wrestling scholarship to Cal Poly and fell in love with California.  He has been here ever since.  Lee met his wife, Linda, and they’ve been married since 1995.  They have 3 awesome kids – Capri (22), Taj (21) and Roman (15).  His motto is to live life to its fullest, and his passion is helping people get and stay healthy through a plant-based, whole food diet and daily exercise.  Lee has followed this regimen for over 40 years and has helped many people transition away from the standard American diet that causes the standard American diseases.

San Diego, CA 3597 mi
 

Kimberly Wetzel

• 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.

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San Diego, CA 3597.3 mi
13 REVIEWS - RATING: 4.62

Jeffry J. Wetzel

• 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.

San Diego, CA 3597.3 mi
20 REVIEWS - RATING: 4.5

Robert Patterson

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans

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.

San Diego, CA 3597.3 mi
 

Brian McArthur

• 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.

Click Below to Schedule a Phone Appointment

https://my.timetrade.com/book/2RBRC[/read_more]

San Diego, CA 3597.3 mi
6 REVIEWS - RATING: 5

Mark Boll

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi

Mark received his Bachelor of Science degree in English from Iowa State University, and his MBA from the University of California – Irvine.  He has over 20 years of experience in consultative sales and is a licensed Life and Health Insurance agent.  He specializes in Medicare Advantage, Supplement and Prescription Drug plans.  Mark first began working with Bridlewood Insurance when he worked at a local medical group and coordinated Medicare events between that medical group and Bridlewood.  He was immediately attracted to how Bridlewood emphasized that the “customer is always our first and most important concern”.  Mark’s philosophy is to put the customer’s needs first and always do the right thing, with integrity and honesty.

Mark has roots in both Iowa and Southern California, and currently resides in San Diego.  He enjoys road bicylcling, the beach and listening to vinyl records.

San Diego, CA 3598 mi
 

Kevin Leinum

• 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 and 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.

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La Mesa, CA 3598.4 mi
3 REVIEWS - RATING: 5

Penny Carlson

• Covered California • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi

Penny joined Bridlewood Insurance in 2014. Penny became interested in insurance while assisting her husband in his work and being a caretaker for her mother-in-law. The benefit of her experience and continuing education is invaluable. Her goal with Medicare is to make it simple, clear and a painless experience with satisfying results. Her ability to listen to people carefully to better understand their preferences, their doctors & specialists, their prescription medications and their budget for health insurance is essential to quality customer service.

Penny Carlson is a native from California, born and raised in Orange County. She worked at Disneyland (Club 33), and was a controller in an architectural firm. Penny met her husband on a blind date 25 years ago, and they have two children. They share the love of cooking (and eating), gardening, and traveling. Penny also enjoys painting and knitting.

Vista, CA 3600.2 mi
 

Bernie Ellebrecht

• Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans

Bernie has more than 24 years experience in the insurance industry.  For many of those 24 years, he has focused on Medicare insurance, and matching the most appropriate plan designed to meet each individual client’s needs.  Bernie has been with Bridlewood since it’s very first days, when there were only 10 agents. His passion is working with seniors like himself, making Medicare easy to understand and navigate through.

Bernie grew up in St. Louis, Missouri, and joined the Marine Corps right out of high school.  He was stationed in San Diego, and after serving in Vietnam and leaving the Marine Corps, he decided to make San Diego his home.  His wife, Barb, is also an agent with Bridlewood.  They have two sons, 7 grandchildren and 4 parrots.  Bernie and Barb love to travel, and they belong to several wine clubs and enjoy visiting them for a glass of wine.

Vista, CA 3600.2 mi
 

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