The Treloar & Heisel Team

Owners

D. Scott Fehrs, ChFC®

D. Scott Fehrs, ChFC®

Chief Executive Officer

  800-345-6040

domiciled in FL

CA Insurance Lic. #0D07615

AR Insurance Lic. #811108

Kenneth C. Thomalla, CPA*, CLU®, CFP®

Kenneth C. Thomalla, CPA*, CLU®, CFP®

Chief Operating Officer

  800-852-4900

domiciled in FL

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

  800-345-6040

domiciled in PA

CA Insurance Lic. #0M88197
AR Insurance Lic. #3667701

Kevin J. Zduriencik, CLU®, CLTC

Kevin J. Zduriencik, CLU®, CLTC

Regional Director

  800-833-9797

domiciled in TX

AR Insurance Lic. #626047

John A. Mitsos, CLU®, CLTC

John A. Mitsos, CLU®, CLTC

Financial Services Professional

  800-445-9108

John A. Adcock , CLU®, ChFC®, CFP®

John A. Adcock , CLU®, ChFC®, CFP®

Regional Vice President

  888-499-4150

domiciled in IL

CA Insurance Lic. #0E30888

Joseph F. Pantoja, CLU®, MBA, CLTC

Joseph F. Pantoja, CLU®, MBA, CLTC

Regional Vice President

  866-400-8283

Anna G. Badger, CLTC

Anna G. Badger, CLTC

Financial Services Professional

  888-793-6455

domiciled in CA

CA Insurance Lic. #0A01225

Andrew Rickard, CLU®, ChFC®

Andrew Rickard, CLU®, ChFC®

Regional Vice President

  800-345-6040

Mark M. Spring, ChFC®

Mark M. Spring, ChFC®

Regional Vice President

  800-541-6364

Dan Marolis

Dan Marolis

Financial Services Professional

  877-346-8984

Alex D. Spiller, CFP®

Alex D. Spiller, CFP®

Regional Director

  800-345-6040

domiciled in TX

AR Insurance Lic. #17459113

Jamie L. Fehrs, MBA, ChFC®

Jamie L. Fehrs, MBA, ChFC®

Manager, Financial Services Associate

  800-345-6040

domiciled in PA

CA Insurance Lic. #0M88777

Grant D. Osborne

Grant D. Osborne

Financial Services Associate

  800-345-6040

domiciled in AZ

CA Insurance Lic. #0N09584

Dominic J. Petrony

Dominic J. Petrony

Financial Services Associate

  800-345-6040

Nathan M. Newman

Nathan M. Newman

Financial Services Associate

  800-345-6040

Adam D. Putney

Adam D. Putney

Financial Services Associate

  800-345-6040

domiciled in MA

CA Insurance Lic. #0M79529

Charles E. Simms

Charles E. Simms

Financial Services Associate

  800-345-6040

domiciled in CA

CA Insurance Lic. #0M32232

Luke B. Fehrs

Luke B. Fehrs

Financial Services Associate

  800-345-6040

Kenny Agbim

Kenny Agbim

Financial Services Associate

  800-345-6040

domiciled in PA

AR Insurance Lic. #19089480

Daniel J. Ambroskiewicz

Daniel J. Ambroskiewicz

Financial Services Associate

  800-345-6040

Michael R. Peters

Michael R. Peters

Financial Services Associate

  800-345-6040

Management

Shawn M. Johnson, ChFC®, CLU®, CLTC

Shawn M. Johnson, ChFC®, CLU®, CLTC

Vice President, Business Development

  800-345-6040

domiciled in PA

CA Insurance Lic. #0M88197
AR Insurance Lic. #3667701

Amy E. Carbone

Amy E. Carbone

Marketing Director

  724-698-1436

Lara E. Blaine

Lara E. Blaine

Property and Casualty Manager

  724-658-7158

CA Insurance Lic. #0K09627

AR Insurance Lic. #8763224

Katie Rodgers

Katie Rodgers

Processing Department Manager

  800-345-6040

Robert D. Clark, J.D.

Robert D. Clark, J.D.

Compliance Manager

  724-658-7135

Lori A. Grace, CPA

Lori A. Grace, CPA

Controller

  724-856-4984

Tyler Hughes, AHM

Tyler Hughes, AHM

Human Resources Manager

  724-856-4529

Patrick Fitzgerald

Patrick Fitzgerald

Director of Operations, THWM

  800-300-2451

Blake H. Brownell

Blake H. Brownell

Director of Strategic Partnerships

  800-345-6040

Support Team

Kelsey Agnone

Kelsey Agnone

Processing Specialist

Natalie Agnone

Natalie Agnone

Marketing Assistant

Rosie Bartoshek

Rosie Bartoshek

Administrative Coordinator

Cheryl D. Bejgrowicz

Cheryl D. Bejgrowicz

IT Project Coordinator

  724-698-1421

Lynn Fobes

Lynn Fobes

Policy Owner Service

Kori Fornataro

Kori Fornataro

Assistant Processing Manager

Esther Fries

Esther Fries

Junior Staff Accountant

Ann Gough

Ann Gough

Policy Owner Service

Diane Grilli

Diane Grilli

Sales Assistant to Mark Spring and Andrew Rickard

Annie Hines

Annie Hines

Policy Owner Service

Allison Joseph

Allison Joseph

Case Manager

Faith Kelly

Faith Kelly

Policy Owner Service

Pam Kwiat

Pam Kwiat

Sales Assistant to Joe Pantoja

Natalie Lombardo

Natalie Lombardo

Case Manager

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

Case Manager

Angel Moran

Angel Moran

Senior Case Manager

Robin Muntz

Robin Muntz

Case Manager

Peter Muscat

Peter Muscat

IT Team Leader

  724-856-4989

Leah Prentice

Leah Prentice

Case Manager

Kevin Price

Kevin Price

Technical Support Specialist

Kelly Ray

Kelly Ray

Licensing Coordinator

domiciled in OH

CA Insurance Lic. #0L70661

Anne Rubis

Anne Rubis

Sales Support

Renee Sleeman

Renee Sleeman

Sales Assistant to John Adcock

Alexis Trott

Alexis Trott

Processing Specialist

Marilyn Zeigler

Marilyn Zeigler

Policy Owner Service

Property And Casualty Team

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 Insurance Lic. #0K08779

AR Insurance Lic. #7961089

Sara Halansky

Sara Halansky

Client Services Representative

Jennifer Hardy

Jennifer Hardy

Client Services Representative

domiciled in PA

CA Insurance Lic. #0K41884
AR Insurance Lic. #1708453

Eric Harper

Eric Harper

Relationship Manager

domiciled in OH

CA Insurance Lic. #0N06318

AR Insurance Lic. #18093665

Beverly Lombardo

Beverly Lombardo

Coverage Specialist

Alexis McCohany

Alexis McCohany

Relationship Manager

domiciled in PA

CA Insurance Lic. #0M93594

AR Insurance Lic. #18660681

Stephanie Mojock

Stephanie Mojock

Client Services Representative

Thomas V. Russo

Thomas V. Russo

Client Services Representative

Monica Schafer

Monica Schafer

Account Executive

domiciled in PA

CA Insurance Lic. #0K70642

AR Insurance Lic. #17675292

Kaylance Wojciechowski

Kaylance Wojciechowski

Relationship Manager

domiciled in PA

CA Insurance Lic. #0K10194

AR Insurance Lic. #16747678

Rebakah Wozniak

Rebakah Wozniak

Client Services Representative

Wealth Management

Patrick Fitzgerald

Patrick Fitzgerald

Director of Operations, THWM

  800-300-2451

Jeffrey E. Wherry, CFP®, CLU®, ChFC®, AIF®

Jeffrey E. Wherry, CFP®, CLU®, ChFC®, AIF®

Director of Research and Planning, THWM

  800-300-2451

domiciled in PA

CA Insurance Lic. #0767042

AR Insurance Lic. #682576

Matthew Pruitt, CFP®

Matthew Pruitt, CFP®

Wealth Advisor

  800-300-2451

Patrick Cortazzo Jr., CSLP®, ChFC®

Patrick Cortazzo Jr., CSLP®, ChFC®

Associate Wealth Advisor

  800-300-2451

Nicholas Tancabel, ChFC®

Nicholas Tancabel, ChFC®

Associate Wealth Advisor

  800-300-2451

Jessica Kretz

Jessica Kretz

Client Service Specialist

  800-300-2451

Lisa Alessio

Lisa Alessio

Client Service Specialist

  800-300-2451

TH-200142

Who We Help

About Us

What We Do

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Treloar & Heisel, Inc.
134 E. Washington Street
New Castle, PA 16101

Call: 800.345.6040
Fax: 724.654.9029
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Copyright © 2014-2021 Treloar & Heisel and Treloar & Heisel Property and Casualty are divisions of Treloar & Heisel, Inc. Insurance products are offered through Treloar & Heisel and Treloar & Heisel Property and Casualty. Treloar & Heisel, Inc. and its divisions do not offer tax or legal advice.
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