Specialists Rely on Specialists™

We work harder to help those that rely on us, because people are what matter most.

At Treloar & Heisel, we’ve built a legacy of serving dentists, medical professionals, and practices with integrity, expertise, and care. That’s how our story began, and how our mission continues today.

In 2022, Treloar & Heisel joined the EPIC family, becoming part of a national force in insurance and risk management. As an EPIC company, we continue to operate with the same specialized focus, but now backed by even greater scale, resources, and opportunity.

  • Deep domain expertise in dental and medical markets. We don’t just serve clients, we understand their world.
  • Broad support systems and career pathways
  • Close-knit, mission-driven culture

If you’re passionate about making a difference, for clients, colleagues, and communities, you belong here.

Working Where People Matter Most

National Brand, Family Roots and Values.

Our people-first approach means just as much around the office as it does with our clients. It’s the reason we attract such talented, dedicated professionals and the reason they stay and grow with us.

At Treloar & Heisel (now stronger than ever with EPIC), careers offer:

    • Competitive base salaries
    • Rigorous training and development
    • Opportunities for advancement
    • Exposure to national-level initiatives while staying grounded in specialized expertise

Start Your Career at Treloar & Heisel

Join our nationwide, family-owned company dedicated to helping clients make confident financial decisions.