The Treloar & Heisel Team

    Founders

    D. Scott Fehrs, ChFC®

    D. Scott Fehrs, ChFC®

    Managing Principal and Co-President

      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®

    Managing Principal and Co-President

      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

    Joseph F. Pantoja, CLU®, MBA

    Joseph F. Pantoja, CLU®, MBA

    Regional Vice President

      866-400-8283

    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

    Mark M. Spring, ChFC®

    Mark M. Spring, ChFC®

    Regional Vice President

      800-541-6364

    Andrew Rickard, CLU®, ChFC®

    Andrew Rickard, CLU®, ChFC®

    Regional Vice President

      800-345-6040

    Alex D. Spiller, CFP®

    Alex D. Spiller, CFP®

    Regional Vice President

      800-345-6040

    domiciled in TX

    AR Insurance Lic. #17459113

    Anna G. Badger, CLTC

    Anna G. Badger, CLTC

    Financial Services Professional

      888-793-6455

    domiciled in CA

    CA Insurance Lic. #0A01225

    Dan Marolis

    Dan Marolis

    Financial Services Professional

      877-346-8984

    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

    Jamie L. Fehrs, MBA, ChFC®

    Jamie L. Fehrs, MBA, ChFC®

    Manager, Financial Services Associate

      800-345-6040

    domiciled in PA

    CA Insurance Lic. #0M88777

    Dominic J. Petrony, ChFC®

    Dominic J. Petrony, ChFC®

    Financial Services Associate

      800-345-6040

    Grant D. Osborne

    Grant D. Osborne

    Financial Services Associate

      800-345-6040

    domiciled in AZ

    CA Insurance Lic. #0N09584

    Nathan M. Newman, ChFC®

    Nathan M. Newman, ChFC®

    Financial Services Associate

      800-345-6040

    domiciled in TN

    AR Insurance Lic. #19170061

    Charles E. Simms

    Charles E. Simms

    Financial Services Associate

      800-345-6040

    domiciled in CA

    CA Insurance Lic. #0M32232

    Daniel J. Ambroskiewicz

    Daniel J. Ambroskiewicz

    Financial Services Associate

      800-345-6040

    Michael R. Peters

    Michael R. Peters

    Financial Services Associate

      800-345-6040

    Mason R. Thomalla

    Mason R. Thomalla

    Financial Services Associate

      800-345-6040

    Aaron C. Paolini

    Aaron C. Paolini

    Financial Services Associate

      800-345-6040

    domiciled in PA

    AR Insurance Lic. #17904995

    Nicholas J. Miozzi

    Nicholas J. Miozzi

    Financial Services Associate

      800-345-6040

    Gus K. Pyle

    Gus K. Pyle

    Financial Services Associate

      800-345-6040

    domiciled in PA

    CA Insurance Lic. #4323627

    Carlos J. Poblano

    Carlos J. Poblano

    Financial Services Associate

      800-345-6040

    domiciled in PA

    CA Insurance Lic. #4323626

    Rachael A. Quillin

    Rachael A. Quillin

    Financial Services Associate

      800-345-6040

    Drew S. Robertson

    Drew S. Robertson

    Financial Services Associate

      800-345-6040

    Logan M. Frasier, MBA

    Logan M. Frasier, MBA

    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

    domiciled in PA

    CA Insurance Lic. #0K09627

    AR Insurance Lic. #8763224

    Katie Rodgers

    Katie Rodgers

    Processing Department Manager

      800-345-6040

    Lori A. Grace, CPA

    Lori A. Grace, CPA

    Controller

      724-856-4984

    Tyler Hughes, A.H.M., M.S.

    Tyler Hughes, A.H.M., M.S.

    Human Resources Manager

      724-856-4529

    Patrick Fitzgerald

    Patrick Fitzgerald

    Director of Operations, THWM

      800-300-2451

    Support Team

    Natalie Agnone

    Natalie Agnone

    Marketing Assistant

    Cheryl D. Bejgrowicz

    Cheryl D. Bejgrowicz

    IT Project Coordinator

      724-698-1421

    Shakira Boutros

    Shakira Boutros

    Administrative Assistant

    Riley Delaney

    Riley Delaney

    Senior Processing Specialist

    Makayla Fife

    Makayla Fife

    Policy Owner Service

    Lynn Fobes

    Lynn Fobes

    Policy Owner Service

    Kori Fornataro

    Kori Fornataro

    Assistant Processing Manager

    Esther Fries

    Esther Fries

    Senior Staff Accountant

    Ann Gough

    Ann Gough

    Policy Owner Service

    Diane Grilli

    Diane Grilli

    Sales Assistant to Mark Spring and Andrew Rickard

    Julie Cancio Harper

    Julie Cancio Harper

    Policy Owner Service

    Danielle Hughes

    Danielle Hughes

    Sales Support

    Allison Joseph

    Allison Joseph

    Case Manager

    Pam Kwiat

    Pam Kwiat

    Sales Assistant to Joe Pantoja

    Diane Lynch

    Diane Lynch

    Case Manager

    Stephanie Manifrang

    Stephanie Manifrang

    Business Development Assistant

    Alexander Marvin

    Alexander Marvin

    Processing Specialist

    Michelle Miller

    Michelle Miller

    Case Manager

    Angel Moran

    Angel Moran

    Senior Case Manager

    Robin Muntz

    Robin Muntz

    Sales Assistant to Dan Marolis and Alex Spiller

    Peter Muscat

    Peter Muscat

    IT Team Leader

      724-856-4989

    Alexis Noga

    Alexis Noga

    Case Manager

    Leah Prentice

    Leah Prentice

    Senior Case Manager

    Kevin Price

    Kevin Price

    Technical Support Specialist

    Kelly Ray

    Kelly Ray

    Licensing Coordinator

    Samantha Robinson

    Samantha Robinson

    Case Manager

    Anne Rubis

    Anne Rubis

    Sales Support

    Max Siguenza

    Max Siguenza

    Processing Specialist

    Renee Sleeman

    Renee Sleeman

    Sales Assistant to John Adcock

    Bianca Trinch

    Bianca Trinch

    Processing Specialist

    Marilyn Zeigler

    Marilyn Zeigler

    Policy Owner Service

    Property And Casualty Team

    Orion Anderson

    Orion Anderson

    Relationship Manager

    domiciled in PA

    CA Insurance Lic. #4211015
    AR Insurance Lic. #20141445

    Lori Baker

    Lori Baker

    Account Executive: Personal Lines

    domiciled in PA

    CA Insurance Lic. #0M98410

    AR Insurance Lic. #8929907

    Marisa Brice

    Marisa Brice

    Relationship Manager

    domiciled in PA

    CA Insurance Lic. #4323396
    AR Insurance Lic. #20717021

    Luke Fehrs

    Luke Fehrs

    Account Executive

    domiciled in PA

    CA Insurance Lic. #4241270

    AR Insurance Lic. #19348887

    Margaret Figuly

    Margaret Figuly

    Senior Relationship Manager

    domiciled in PA

    CA Insurance Lic. #0K08779

    AR Insurance Lic. #7961089

    Sara Halansky

    Sara Halansky

    Relationship Manager

    domiciled in PA

    CA Insurance Lic. #4146175

    AR Insurance Lic. #19299660

    Beverly Lombardo

    Beverly Lombardo

    Coverage Specialist

    Alexis McConahy

    Alexis McConahy

    Relationship Manager

    domiciled in PA

    CA Insurance Lic. #0M93594

    AR Insurance Lic. #18660681

    Ashley Middendorf

    Ashley Middendorf

    Client Services Representative

    Stephanie Mojock

    Stephanie Mojock

    Client Services Representative

    Melinda Nero

    Melinda Nero

    Relationship Manager

    domiciled in PA

    CA Insurance Lic. #4293436
    AR Insurance Lic. #8569757

    Monica Schafer

    Monica Schafer

    Senior Account Executive

    domiciled in PA

    CA Insurance Lic. #0K70642

    AR Insurance Lic. #17675292

    Traci Taylor

    Traci Taylor

    Client Services Representative

    Kaylance Wojciechowski

    Kaylance Wojciechowski

    Senior 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®

    Senior Wealth Advisor

      800-300-2451

    Nicholas Tancabel, CFP®, ChFC®

    Nicholas Tancabel, CFP®, ChFC®

    Wealth Advisor

      800-300-2451

    Tim O'Shei, CFP®, MBA

    Tim O'Shei, CFP®, MBA

    Wealth Advisor

      800-300-2451

    Joseph Neff, CFP®

    Joseph Neff, CFP®

    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

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