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, ChFC®

Aaron C. Paolini, ChFC®

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 AZ

CA Insurance Lic. #4323627

Carlos J. Poblano

Carlos J. Poblano

Financial Services Associate

  800-345-6040

domiciled in AZ

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

Meilin Munoz

Meilin Munoz

Director of Business Development

  312-540-5448

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

Policy Owner Service

Stephanie Manifrang

Stephanie Manifrang

Business Development Assistant

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

Rod Pallerino

Rod Pallerino

Sales Support

Leah Prentice

Leah Prentice

Senior Case Manager

Kevin Price

Kevin Price

Technical Support Specialist

Samantha Robinson

Samantha Robinson

Case Manager

Anne Rubis

Anne Rubis

Sales Support

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

Ty Smith

Ty Smith

Relationship Manager

domiciled in PA

CA Insurance Lic. #4349537 

AR Insurance Lic. #20143296

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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