Kathleen O'Leary

Kathleen’s mission is to simplify your transition into the often confusing world of Medicare. She brings clarity to the entire process and guides her customers toward the best coverage options for future health care needs. While new to the Medicare insurance industry, Kathleen is not new to insurance, having helped many families prepare for their futures, representing life insurance plans for over 8 years.

 

Kathleen has spent the last 10 years helping families after the death of a loved one, which gave her the opportunity to work with people from all walks of life, with a variety of needs and requirements. Her honesty and sincerity will make you comfortable in knowing you are getting the best service possible.

 

Kathleen's background includes over 30 years of sales positions in several different industries, giving her a unique perspective and insight into what is important to her customers and how to best fulfill their needs.

Hobbies include golf, music, gardening, hiking, and traveling.

Mary (Brucie) Smith

Having spent over 30 years as a health educator, I’ve had the opportunity to facilitate & educate my clients about their health care options.  Educating and advocating for patients has been a great passion and quite meaningful for me. My experience has taught me that every person has very specific and different needs when it comes to planning for their health care options.  In addition, being multilingual in 5 languages has been a great asset for my customers who have found it difficult to connect with someone who really understands them.

As a licensed Medicare agent my number one goal is making sure my clients get the education, support, and advocacy they need to make the right decision for their unique health care needs. As we all transition in life I look forward to embracing new challenges, enjoying life as it unfolds, and helping others along the way to find the answers and solutions they need to these very important decisions about their future health and well-being.

 

Patti Fagan

Patti brings twelve years of experience as an Independent licensed insurance agent, specializing in Medicare and senior benefits.

 

She is also a three-time award-winning financial coach for baby boomer women and the proud co-author of the best-selling book, Supercharge Your Success. She is a native to Northern California, and an alumni of The American College for Insurance and Financial Planning.

 

Patti is a seasoned advisor, having taught over 100 seminars, helping school teachers and hard-working Americans create a financially secure retirement, which includes minimizing healthcare costs.

 

Over the last decade, she has been one of only a handful of advisors who are certified and authorized to provide retirement planning services within California public school districts. She works with school teachers in the Cal-STRS system (CA State Teachers Retirement System) to help them maximize their retirement and healthcare choices.

 

As an advocate for women’s issues she supports Women Who Care, the fundraising arm of Meals on Wheels of the Monterey Peninsula. She also supports Mercy Multiplied, a non-profit Christian organization that rescues young women from devastating life situations, including sex-trafficking and teenage prostitution.

 

As a woman of faith, trusted advisor, wife and mother, Patti is dedicated to helping you make sense of Medicare so you can choose the best option and achieve peace of mind. To view her blog posts and other Medicare content, visit her website at www.MontereyMedicare.org.

Astrid Lopez

 

Astrid is a native of Colombia and has lived in San Francisco for more than 30 years.  Her experience as an entrepreneur co-founding 2 businesses for her family,  Elite Sports Soccer & Artillery AG, led her to realize the great need that exists to understand the financial system and the tax laws of this country.  That's how Astrid entered in the Financial Industry, becoming an Independent  Licensed Insurance Broker specializing in Life, Health and Medicare plans.

 

Astrid loves connecting the community with information sources and services. Creating collaborative work to create better-informed communities is her mission. Astrid loves to work with seniors that are lost in the Medicare maze.  To reach more Hispanic seniors in California with accurate and clear information about Medicare, Astrid has a program on the  Radio called "Made in California"   To listen to this program dial 1010 KIQI AM every Monday At 10 am.

 

For Astrid, Physical, Mental and Spiritual health is a priority, and one of its resources is meditation and exercise. The Bikran & Kundalini Yoga practice facilitates her goal. In her free time, she loves being in nature, listening to instrumental music, reading and watching sunsets.  Astrid enjoys being with family and friends,  and especially playing with her grandson Amate.

Beth Powanda

Beth has over 10 years of experience in financial services and risk management.   As a financial advisor and registered representative for New York Life and NYLIFE Securities, she established trusted relationships with clients by listening to their concerns and educating them about modern wealth accumulation strategies and the importance of risk management.


She was a Certified Employee Worksite Specialist for small to mid-size companies selling group and individual life and long-term care insurance plans and was
awarded the Moyer Foundation’s “Volunteer for Good” for outstanding fundraising efforts on behalf of Hospice’s bereavement camps for children.

 

During her tenure as a Farmers Insurance Agent, she specialized in commercial insurance for small businesses to mitigate risk by analyzing current coverage and making appropriate recommendations to protect company assets. She consistently met and exceeded production quotas and earned several awards and recognition for profitability and outstanding sales performance.

 

In her current role as an Account Executive with Old Republic Home Protection, she offers solid home warranty industry experience to her clients, along with her energetic, dependable, dedicated, and professional work ethic. She prides herself on her excellent follow-up, communication skills, honesty and commitment to providing win-win solutions.

 

She is excited and committed to start a new chapter in her career as a Medicare specialist helping seniors navigate the often confusing and overwhelming healthcare choices and decisions available to them.

Bharat Tripathi

Bharat immigrated to the US in 1977 from India and was educated as a civil engineer.  He worked in the construction of infrastructure in Chicago, IL. After moving to California in 1979, he worked in the area of Seismic analysis of the Nuclear Power plants. As a result of drastic changes in the nuclear industry, he started his own commercial printing business. He successfully owned and operated a successful printing business for 30 years. He now brings a unique set of entrepreneurial skills and customer service to help make the most for his clients at JBI.

 

Having hands-on experience in running a business and navigating through industries' complex compliance and government regulations, Bharat is a natural leader and professional self-starter with the ability to inspire team members. He always attributes his success to his enthusiasm and providing the best customer service by putting customers’ interests first, making customers' needs a priority and making every day a practice in winning customers’ trust. His business experience and dedication to helping customers are most important to JB Insurance Services. 

 

Bharat has spent over 20 years volunteering in the community, assisting with non-profit organizations such as the Kiwanis Club of San Jose, holding the position of Secretary and Board Member, networking and volunteering at TiE, the organization to fostering entrepreneurship. He is the lead volunteer for the conferences for the Business Competition and Global idea Competition for The Clean Tech Open in Redwood City, volunteered at Santa Clara County Voting Center for the last four years, and he has volunteered in various religious organizations.

 

In his spare time, Bharat spends time with his wife, 2 sons, and 3 grandchildren.

 

Ciena Brajenovich

Ciena attends West Valley College and plans to transfer to a state college in the future.

She has experience in office administration and has a keen desire to learn new things.

 

Ciena works mainly as back-office support but you may have the chance to talk to her at some point in the future. I’m happy to introduce Ciena as part of the JB Insurance Services team.

 

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