The Treloar & Heisel Team | Treloar & Heisel - Dental Disability Insurance Services

Owners

D. Scott Fehrs, ChFC®

D. Scott Fehrs, ChFC®

Chief Executive Officer

domiciled in PA

CA Insurance Lic. #0D07615 | AR Insurance Lic. #811108

Kenneth C. Thomalla, CPA*, CLU®, CFP®

Kenneth C. Thomalla, CPA*, CLU®, CFP®

Chief Operating Officer

domiciled in IL

CA Insurance Lic. #0D95821 | AR Insurance Lic. #238770

*Registered in IL to perform accounting activities except attestation services

Advisors

Shawn M. Johnson, ChFC®, CLU®, CLTC

Shawn M. Johnson, ChFC®, CLU®, CLTC

Vice President, Business Development

domiciled in PA

CA Insurance Lic. #0M88197

Kevin J. Zduriencik, CLU®, CLTC

Kevin J. Zduriencik, CLU®, CLTC

Regional Director

domiciled in TX

AR Insurance Lic. #626047

John A. Mitsos, CLU®, CLTC

John A. Mitsos, CLU®, CLTC

Financial Services Professional

John A. Adcock , CLU®, ChFC®

John A. Adcock , CLU®, ChFC®

Regional Director

domiciled in IL

CA Insurance Lic. #0E30888

Joseph F. Pantoja, CLU®, MBA, CLTC

Joseph F. Pantoja, CLU®, MBA, CLTC

Regional Vice President

Anna G. Badger, CLTC

Anna G. Badger, CLTC

Financial Services Professional

domiciled in CA

CA Insurance Lic. #0A01225

Andrew Rickard, CLU®

Andrew Rickard, CLU®

Regional Director

Mark M. Spring

Mark M. Spring

Regional Director

Dan Marolis

Dan Marolis

Financial Services Professional

Alex D. Spiller

Alex D. Spiller

Financial Services Professional

domiciled in PA

AR Insurance Lic. #17459113

Jamie L. Fehrs, MBA

Jamie L. Fehrs, MBA

Manager, Financial Services Associate Division

domiciled in PA

CA Insurance Lic. #0M88777

Grant D. Osborne

Grant D. Osborne

Financial Services Associate

domiciled in PA

CA Insurance Lic. #0N09584

Dominic J. Petrony

Dominic J. Petrony

Financial Services Associate

Nathan M. Newman

Nathan M. Newman

Financial Services Associate

Adam D. Putney

Adam D. Putney

Financial Services Associate

domiciled in PA

CA Insurance Lic. #0M79529

Charles E. Simms

Charles E. Simms

Financial Services Associate

domiciled in PA

CA Insurance Lic. #0M32232

Luke B. Fehrs

Luke B. Fehrs

Financial Services Associate

Management

Shawn M. Johnson, ChFC®, CLU®, CLTC

Shawn M. Johnson, ChFC®, CLU®, CLTC

Vice President, Business Development

domiciled in PA

CA Insurance Lic. #0M88197

Amy E. Carbone

Amy E. Carbone

Marketing Director

Lara E. Blaine

Lara E. Blaine

Property and Casualty Manager

CA Insurance Lic. #0K09627

AR Insurance Lic. #8763224

Katie Rodgers

Katie Rodgers

Processing Department Manager

Robert Clark

Robert Clark

Compliance Manager

Lori A. Grace, CPA

Lori A. Grace, CPA

Controller

Tyler Hughes, AHM

Tyler Hughes, AHM

Human Resources Manager

Joseph Natoli

Joseph Natoli

Information Technology Manager

Patrick Fitzgerald

Patrick Fitzgerald

Director of Operations, THWM

Blake H. Brownell

Blake H. Brownell

Director of Strategic Partnerships

Support Team

Kelsey Agnone

Kelsey Agnone

Administrative Assistant

Natalie Agnone

Natalie Agnone

Marketing Assistant

Rosie Bartoshek

Rosie Bartoshek

Administrative Coordinator

Cheryl D. Bejgrowicz

Cheryl D. Bejgrowicz

IT Project Coordinator

Brittany Carbone

Brittany Carbone

Sales Support

Terry Crawford

Terry Crawford

Case Manager

Lynn Fobes

Lynn Fobes

Policy Owner Service

Kori Fornataro

Kori Fornataro

Assistant Processing Manager

Ann Gough

Ann Gough

Policy Owner Service

Diane Grilli

Diane Grilli

Sales Assistant to Mark Spring and Andrew Rickard

Jennifer Haben

Jennifer Haben

Processing Specialist

Maggie Hairhoger

Maggie Hairhoger

Case Manager

Annie Hines

Annie Hines

Policy Owner Service

Allison Joseph

Allison Joseph

Case Manager

Michelle Kansco

Michelle Kansco

Policy Owner Services

Faith Kelly

Faith Kelly

Policy Owner Service

Pam Kwiat

Pam Kwiat

Sales Assistant to Joe Pantoja

Elaine Laurienzo

Elaine Laurienzo

Licensing Coordinator

Diane Lynch

Diane Lynch

Case Manager

Debbie Malinowski

Debbie Malinowski

Processing Specialist

Stephanie Manifrang

Stephanie Manifrang

Sales Assistant to Shawn Johnson

Michelle Miller

Michelle Miller

Processing Specialist

Angel Moran

Angel Moran

Senior Case Manager

Robin Muntz

Robin Muntz

Processing Specialist

Leah Prentice

Leah Prentice

Case Manager

Kevin Price

Kevin Price

Technical Support Specialist

Anne Rubis

Anne Rubis

Sales Support

Renee Sleeman

Renee Sleeman

Sales Assistant to John Adcock

Marilyn Zeigler

Marilyn Zeigler

Policy Owner Service

Property And Casualty Team

Jonathan Clark

Jonathan Clark

Client Services Representative

Lori Baker

Lori Baker

Account Executive: Personal Lines

domiciled in PA

CA Insurance Lic. #0M98410 | AR Insurance Lic. #8929907

Margaret Figuly

Margaret Figuly

Relationship Manager

domiciled in PA

CA Ins. Lic. #0K08779

AR Lic #7961089

Sara Halansky

Sara Halansky

Client Services Representative

Jennifer Hardy

Jennifer Hardy

Client Services Representative

domiciled in PA

CA Insurance Lic. #0K41884

Eric Harper

Eric Harper

Relationship Manager

domiciled in OH

CA Ins. Lic. #0N06318

AR Ins. Lic. #18093665

Beverly Lombardo

Beverly Lombardo

Coverage Specialist

Alexis McCohany

Alexis McCohany

Relationship Manager

domiciled in PA

CA Ins. Lic. #0M93594

AR Lic #18660681

Ashley McCullough

Ashley McCullough

Client Services Representative

Stephanie Mojock

Stephanie Mojock

Client Services Representative

Kelly Ray

Kelly Ray

Relationship Manager

domiciled in OH

CA Ins. Lic. #0L70661

AR Ins. Lic. #18234960

Monica Schafer

Monica Schafer

Account Executive

domiciled in PA

CA Ins. Lic. #0K70642

AR Ins. Lic. #17675292

Kaylance Wojciechowski

Kaylance Wojciechowski

Relationship Manager

domiciled in PA

CA Ins. Lic. #0K10194

AR Ins. Lic. #16747678

Rebakah Wozniak

Rebakah Wozniak

Client Services Representative

Wealth Management

Patrick Fitzgerald

Patrick Fitzgerald

Director of Operations, THWM

Jeffrey E. Wherry, CFP®, ChFC®, AIF®

Jeffrey E. Wherry, CFP®, ChFC®, AIF®

Director of Research and Planning, THWM

domiciled in PA

CA Insurance Lic. #0767042 | AR Insurance Lic. #682576

Joshua C. Miller, AIF®

Joshua C. Miller, AIF®

Wealth Advisor

domiciled in PA

CA Insurance Lic. #0K45679

Patrick Cortazzo Jr.

Patrick Cortazzo Jr.

Associate Wealth Advisor

Nicholas Tancabel

Nicholas Tancabel

Associate Wealth Advisor

Jessica Kretz

Jessica Kretz

Client Service Specialist

Lisa Alessio

Lisa Alessio

Client Service Specialist