About Treloar & Heisel

Create a unified team dental practice

Our Goal

You need more than insurance. You need a guide.

As a premier provider of financial services to dental and medical professionals from training to retirement, our goal is to educate, prepare and protect our clients with a comprehensive suite of insurance products, customized to your needs.

Our experienced team can help you, your family and your practice, protect and prepare for what lies ahead.

Our History

A Legacy of Industry Innovation

In 1959, Dan Treloar was a lone insurance agent in New Castle, a small town in western Pennsylvania. A neighbor in the office building they shared was an orthodontist, and a client who needed disability income insurance.

Dan saw an opportunity to find a disability income insurance policy that would adequately cover not only this client, but orthodontists nationwide. At the time, large brokerage companies were vying for this business.  There was yet a single national insurance company who was willing to take on the risk.

Relentless in his pursuit of a solution, Dan convinced an insurer in Chicago to develop a contract that would address the specific needs of orthodontists. Word spread, and one by one, specialty dental associations decided to entrust their insurance business with Treloar & Heisel.

More than half a century later, Treloar & Heisel is a premier financial services provider to dental and medical professionals across the country. We assist thousands of clients from training to practice and through retirement with a comprehensive suite of financial services, custom-tailored advice, and a strong service-focused support team.

Our Team

Meet the experienced professionals dedicated to serving you.


About EPIC Insurance Brokers & Consultants

EPIC Insurance Brokers & Consultants is a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm, founded in San Francisco, California in 2007 with offices and leadership across the country.


EPIC Insurance Brokers & Consultants has a depth of industry expertise across key lines of insurance, including risk management, property and casualty, employee benefits, unique specialty program insurance and private client services.


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