Fatemeh has lived in San Diego since 1986. She is married and speaks both English and Farsi. Fatemeh received her Bachelor of Science in Psychology. She has been in the insurance industry for 6 years.
Fatemeh’s goal is to offer solutions that meet her client’s needs today and for the life of their retirement. She believes in building a personal relationship with her clients, so she can better understand their retirement goals and help each client get there with confidence and peace of mind.
• Covered California • Health • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Life
Derek has more than 17 years of experience as a licensed Insurance Agent, offering Life, Health, Medicare and P&C coverage. He has worked as a Farmer’s Insurance agent, and has earned several of their top achievement awards, including Championship Agent and “Toppers Club” Agent. He is also a Marine Corps veteran, serving 8 years in the Infantry.
Derek added Medicare to his lines of insurance when his mother, Jackie Anderson, introduced him to her Medicare Agent, Jeff Wetzel, who is President and CEO of Bridlewood Insurance. She lives at Los Arcos assisted living in Poway, and Jeff had been their primary Medicare resource for years. One day while visiting his mother, Derek saw the “famous” monthly newsletter that Jeff sends to all his clients, and realized that they had a shared passion of helping others. He reached out to Jeff and got contracted with Bridlewood. He loves seeing the smiles on his client’s faces when he has helped them choose the right Medicare plan for their needs. He is committed to doing the right thing for his clients . . . every time! He believes protecting ones health with great insurance coverage, is the most important and rewarding part of his job.
Derek was born and raised in Minneapolis, Minnesota, and joined the US Marine Corps when he was 22 years old. He settled in San Diego after leaving the military. He met his wife while serving in Japan, and he and Yukiko have been married for almost 26 years. They have 3 children – Annabelle (23), Tait (18) and Warren (17). His best friend is his 7 year old maltipoo, Chiba. Derek and Yukiko love to travel, and enjoy the outdoors. He loves seeing and learning about new places, and enjoys trying different ethnic foods from around the world. He also enjoys taking long walks with his wife and Chiba.
• 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.
• Final Expense • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Life • Long Term Care
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.
• 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 40 years, and have four grown children, Derek, Madison, Alexys and Whitney. Her daughter, Madison, is married and they have two children, Zack & Olivia. Her family is close-knit, and can often be found together at concerts, bowling, traveling, or boating on San Diego’s lakes and bays.
Madison became a licensed Medicare Insurance agent in the fall of 2011 to help her father, Jeff Wetzel, with the heavy load of the Annual Enrollment time. For eight years, Madison was a elementary substitute teacher in both San Marcos and Poway school districts. She believes in good service and public relations and strives for excellence whether it is working with the over 65 community or the under 11.
Raised in Poway, CA, Madison got her Bachelor’s degree in Liberal Studies from Cal Poly Pomona in 2010. She then continued to get her K-6 teaching Credential in 2011 from CSU San Marcos.
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.
• Bilingual • Medicare Advantage • Medicare Supplement • Medicare Prescription Drug Plans • Medi-Medi • Long Term Care
Marc is considered a unicorn in the San Diego area. Men like Marc are hard to find because he has lived in San Diego his entire life. With two beautiful children Brady and Reed, he is a busy man. In his youth, Marc vacationed all over the US with his parents. Today he is doing the same with his family. They love it as much as he did as a kid. Marc spends most Saturdays at youth sporting events either coaching or cheering on his boys.
Marc is a single dad who loves the outdoors. You will find him fishing, hiking, and at the beach chasing his dogs around.
Marc has fun everywhere, even while helping retirees with their Medicare options, Living Trusts, Long Term Care. Marc has a prospering career at Bridlewood as a Medicare agent. Because he loves helping retirees, Marc became an expert in Medicare. He is also licensed in several states. Actually, it began with his parents who were confused and paying too much for their healthcare. Marc learned that the biggest fear of most retirees is not dying, but outliving their own money. Running out of cash… Just like you and me, when Marc first heard this he was amazed. So starting with his own parents, he began with basic Medicare questions. Marc’s parents have been on Medicare for almost 20 years and he immediately understood how confusing Medicare can be for Retirees. They were in the wrong plan that whole time. Marc helped them by switching to get better doctors, lower their costs and find peace of mind. He knew that others were making the same mistakes as his parents, so Marc made the decision to become a Medicare agent and help others. Now, Marc can help you through the confusing process by making it simple. As your agent for life, Marc works for you at NO COST but he’s worth a million dollars! By explaining the basics of Medicare in a quick 10-minute meeting he will find you the best plan. After meeting with Marc, you will want to share the good news. Marc will take the same great care of your friends, family, and neighbors. Marc is a dedicated personal agent. Call today because Marc is standing by and ready to help you too!
Ron has had a successful life insurance business as an independent agent for the past 23 years. As time has progressed he has come to recognize the growing need that individuals of his generation have in understanding all the options available to back up Original Medicare coverage. With Bridlewood’s full range of Medicare Advantage, Supplemental and Prescription Drug Plans Ron firmly believes there is no better place to provide for this service.
A California native, Ron has been a Vista resident since 1975. Married to his lovely wife Nannette for 43 years, they have two sons and four grandchildren.
A lifelong waterman, he and his family have shared many adventurous travels while surfing, diving and fishing throughout the Pacific region. He regularly mountain-bikes the backcountry trails of North County to “keep the heart and lungs strong”.
Bill McAllister is a Medicare agent based in San Diego, California. He has an Associates Degree in Business and has a Bachelor’s Degree in Marketing from San Jose State University. He also attended U.S. Navy Supply Group Officer School. After over 40 years in commercial furniture sales, Bill decided to switch gears and become a licensed Health and Life Insurance agent. He chose to work for Bridlewood Insurance because the company is customer-focused, and provides excellent support for it’s clients and agents.
Bill loves his new career, particularly the chance to assist his customers to make the best choice of their Medicare options. He strives to be an asset and resource that his customers can depend on.
Bill’s father was a 30 year career Air Force pilot, so they moved frequently, residing in Texas, New Mexico, Ohio and California while he was growing up. He also joined the U.S. Navy and was a Supply Corps Officer on a destroyer stationed in San Diego for 5 years. Bill and his wife, Angie, have been married for 42 years, and have 2 wonderful kids – Patrick and Michelle. They also have a granddaughter named Olivia, that they love to spoil. Bill’s interests are golfing, snorkeling, gardening, traveling and participating in his church group.
