Providing insurance & wealth management solutions for dental and medical professionals nationwide.

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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.

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.

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Practice with the Confidence of Being Prepared

Customized risk management solutions to support your professional success.

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Strategies for Smooth Transitions

Plan and execute your transition to retirement with professional, experienced guidance that puts your best interests first.  

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Here to help, from training to practice and through retirement.


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.

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"Our clients work so hard throughout their education with the goal of having a successful career. To be able to protect our clients from life’s unexpected events is a privilege. Knowing that an injury or illness can set a client’s career back years and cause hardship for their families, makes me so proud to do the work we do."

Katie Rodgers
Katie Rodgers
Processing Department Manager

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