Susan and Richard are a husband & wife team serving the South Orange County area. Richard is a native southern Californian, and Susan moved to California from New York. Susan got her degree from Pace University, NY and Richard graduated from Newport University, CA.
They have been together for over 30 years, and their backgrounds have always been in Sales, Finance and Management. They both had highly successful careers as managers in the tech world (Silicon Valley). Upon relocating to Orange County, they decided to channel that expertise and background to support their Medicare clients. They have both been working in the insurance industry for over 14 years. Their goals are to offer first class service by advising the client of the Medicare options available to them, and making sure that the client feels they are a top priority!! They were introduced to Bridlewood Insurance over 5 years ago, and really like being part of such a highly regarded and recognized agency.
In their time off, they enjoy travel, music and golf.
Leticia has her Bachelor’s degree in Business Management. She has over 10 years in the insurance field, dealing with Life, Health and Medicare insurances. Leticia loves helping people, and being certain all their needs are met.
She resides in Palmdale, California with her husband Alejandro, whom she has been married to for 44 years. They have four adult children, 10 grandchildren and 3 great-granddaughters. Leticia is one of 12 director’s for the Antelope Valley Hispanic Chamber of Commerce. She enjoys spending time with her family, gardening and sewing.
With a B.S. in Animal Science and a minor in Business Management, Andree spent the majority of her career running her own business and excelling by offering her clients superior customer service. Some of her experience included operating a successful franchise, serving as a client advocate for a global laboratory, and managing claims as an assistant for a nationally recognized insurance company. Raised with the principles of honesty, a good work ethic, and compassion, Andree is able to incorporate these values into her work as a Medicare Agent.
Andree can walk you through what Medicare is, the different parts of Medicare, and what your options are for supplemental insurance to take care of costs that Medicare doesn’t cover. By reviewing the matters that are important to you such as who your doctors are, your personal health concerns, your prescription medications, your lifestyle and travel preferences, Andree can help educate you on all the various plans that are available. You can confidently make the choice of the most appropriate plan to meet your needs and budget.
Why struggle with trying to weave your way through the complicated Medicare maze when you could work with Andree and have an agent for life. When you sign up for a plan with Andree that is just the beginning of your relationship. You can count on her to keep in touch with you, assist with customer service issues and billing questions, get information on other services you may need, and much more. Because Andree is compensated by the insurance companies, her services are offered at no cost to you.
Hi, we are very excited to partner with Bridlewood and to become your Orange County resource!
Denice Merrill is the Co-Owner of Merrill Insurance Services, Inc. Specializing in Medicare Plan Choices with over 10 years Experience.
With her success, she has won awards for agency of the year with United Healthcare in 2015, and Sales achievement award with Humana in 2015 in the Orange County Market. Denice is an Independent Medicare Broker offering a review of all plans in Orange County. Denice does not work for any one company, the analysis is based on your personal needs and helps direct you the client to the plan that looks to be the best fit based on your medications and doctors. Call to find out more – it never hurts to ask questions.
Helping people sort through the confusion of Medicare, gives Donna a great sense of accomplishment and satisfaction. She specializes in Medicare Advantage plans for her clients.
Donna was born in Culver City, and moved to south Orange County in 1966. She currently resides in San Juan Capistrano with her husband, Lance. They have been married for 13 years, and Donna has two grown children from a previous marriage, as well as two grandchildren with a third on the way. In her sparetime, Donna enjoys painting portraits, writing and has gotten passionate about Stand Up Paddleboarding at the Dana Point Harbor.
Stephan is a native Californian and has spent 20 years in sales management in the high-tech electronics industry. She started in the Medicare insurance field about 5 years ago, and thoroughly enjoys working with seniors helping them make that complicated decision on which medical plan is best for them. Stephan represents many of the major Medicare carriers and is able to help guide his clients to the appropriate plan, based on their medical and financial concerns, all the while enabling them to keep their doctor.
Emmanuel is a college graduate, and has held many various occupations for over 45 years, including a teacher in the Philippines, a Customs Inspector, a medical records specialist, and a Life and Health Insurance agent. He recently decided to focus on the Medicare market and helping seniors with this very important decision they face. His motto is to do what is best for the client, each and every time!
Originally from the Philippines, Emmanuel moved to the United States in March of 2003. He now resides in West Covina, CA, along with his wife of 44 years, Zenaida. They have a married daughter, with two teenagers – a girl and a boy. Both he and his wife have a worship ministry through a local nursing/rehabilitation facility, which they unfortunately had to postpone for a while due to the COVID pandemic. They are very anxious to revitalize their ministry, as soon as it is safe to do so.
Janet has her Bachelor of Science degree in Business Administration – Management. She has been working in the Medicare field for quite some time, and specializes in those seniors with Medicare and Medicaid (Medi-Cal). Janet gets great satisfaction from assisting her clients to find the right plan to cover all their medical and prescription drug needs.
Kevin Kay is the owner of Bridgelink Insurance and Financial Solutions and has recently partnered with Bridlewood Insurance Services. He has extensive training and education in the Medicare arena. Kevin has been working with the Senior community for the past 6 years. His hard work and dedication to his craft has made him a top producer in his field.
Kevin’s success has come from his personal attention to 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 then guide them to the most appropriate plan for them. Kevin looks forward to having the opportunity to work with you and building a long-lasting relationship
Leticia is a graduate of South El Monte high school. She has been a licensed life insurance agent for over 12 years, and has also worked with annuities for more than 10 years. She was referred to Bridlewood from a colleague, and decided to join their team after hearing how well trained and supported their agents are. Leticia’s favorite part of her job is delivering exceptional customer services and building long-term relationships.
Although she grew up in South El Monte, Leticia and her family now reside in Fontana, CA. She has 3 children – a 20 year old son and two daughters, ages 16 & 17. A recent addition to their family is their newly adopted dog. Leticia loves to keep active by going to the gym, hiking and snowboarding.