Proud to represent these fine companies and many more.






Welcome to Treloar & Heisel
See how we've been working with dental professionals like you for decades.
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Here to help, from training to practice and through retirement.
In Training
In Practice
Near Retirement
A Trusted Partner for Your Journey
Experienced guidance and advice for the big decisions ahead, so you can focus on learning and start your career strong.
Practice with the Confidence of Being Prepared
Customized risk management solutions to support your professional success.
Strategies for Smooth Transitions
Plan and execute your transition to retirement with professional, experienced guidance that puts your best interests first.
- Estate Planning Strategies
- Business Succession Planning
- Buy/Sell Agreements
- Wealth Management
Here to help, from training to practice and through retirement.
Experienced guidance and advice for the big decisions ahead, so you can focus on learning and start your career strong.
Plan and execute your transition to retirement with professional, experienced guidance that puts your best interests first.

About Treloar & Heisel
There is good reason why so many dental specialists, and a growing group of dentists and physicians choose Treloar & Heisel for their insurance needs. What started as a small one-man insurance brokerage in 1959 has today become a nationwide financial services firm, respected and recognized by the top associations in the dental and medical industry.
"We started out as a family-owned business, and have, over the course of six decades evolved into a big company with a national scope, specializing in financial services for dental and medical professionals… yet we still feel like family, close-knit and warm... That's how we treat our team and our clients…"

Managing Principal and Co-President