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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"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…"

Ken Thomalla
Ken Thomalla
Managing Principal and Co-President

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