Treloar and Heisel
Three smiling healthcare professionals in blue scrubs in a bright clinic, with a male surgeon in a blue cap and mask pulled down in the foreground and two female colleagues blurred behind him.
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Our Team

Our experienced team of financial professionals understands the unique challenges dental and medical professionals face. Meet the advisors dedicated to protecting your career and building your financial future.

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Founder

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D. Scott Fehrs, ChFC®

Managing Principal and President

Domiciled in FL
CA Insurance Lic. #0D07615
AR Insurance Lic. #811108

Advisors

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Shawn M. Johnson, ChFC®, CLU®, CLTC

Vice President, Business Development

Domiciled in FL
CA Insurance Lic. #0M88197
AR Insurance Lic. #3667701

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Joseph F. Pantoja, CLU®, MBA

Senior Regional Vice President

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John A. Adcock , CLU®, ChFC®, CFP®

Regional Vice President

 

Domiciled in CA
CA Insurance Lic. #0A01225

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Mark M. Spring, ChFC®

Regional Vice President

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Andrew Rickard, CLU®, ChFC®

Regional Vice President

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Alex D. Spiller, CFP®

Regional Vice President

 

Domiciled in TX
AR Insurance Lic. #17459113

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Anna G. Badger, CLTC

Financial Services Professional

Domiciled in CA
CA Insurance Lic. #0A01225

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Dan Marolis, ChFC®

Financial Services Professional

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John A. Mitsos, CLU®, CLTC

Financial Services Professional and Training Specialist

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Grant D. Osborne

Financial Services Associate

Domiciled in AZ
CA Insurance Lic. #0N09584

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Nathan M. Newman, ChFC®, CFP®

Financial Services Professional

Domiciled in TN
AR Insurance Lic. #19170061

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Charles E. Simms

Financial Services Associate

Domiciled in CA
CA Insurance Lic. #0M32232

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Daniel J. Ambroskiewicz

Financial Services Associate

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Michael R. Peters

Financial Services Associate

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Mason R. Thomalla

Financial Services Associate

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Aaron C. Paolini, ChFC®

Financial Services Associate

Domiciled in PA
AR Insurance Lic. #17904995

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Nicholas J. Miozzi, ChFC®

Financial Services Associate

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Rachael A. Quillin

Financial Services Associate

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Drew S. Robertson

Financial Services Associate

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Logan M. Frasier, MBA

Financial Services Associate

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Sullivan R. Maringer

Financial Services Associate

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Cody J. Trinch

Financial Services Associate

Management

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Shawn M. Johnson, ChFC®, CLU®, CLTC

Vice President, Business Development

Domiciled in FL
CA Insurance Lic. #0M88197
AR Insurance Lic. #3667701

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Patrick Fitzgerald

Vice President of Operations

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Amy E. Carbone

Marketing Director

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Lara E. Blaine

Property and Casualty Manager

Domiciled in PA
CA Insurance Lic. #0K09627
AR Insurance Lic. #8763224

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Katie Rodgers

Processing Department Manager

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Lori A. Grace, CPA

Controller

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

Director of Business Development

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Jamie L. Ambroskiewicz, MBA, ChFC®

Manager, Financial Services Associate

Domiciled in PA
CA Insurance Lic. #0M88777

Support Team

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Cheryl D. Bejgrowicz

IT Project Coordinator

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Sarah Benson

Processing Specialist

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Isabella Booze

Administrative Assistant

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Shakira Boutros

Processing Specialist

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Riley Delaney

Case Manager

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Makayla Fife

Sales Assistant to Grant Osborne

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Lynn Fobes

Policy Owner Service

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Kori Fornataro

Assistant Processing Manager

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Esther Fries

Business Analyst

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Ann Gough

Policy Owner Service

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Diane Grilli

Sales Assistant to Mark Spring and Andrew Rickard

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Allison Joseph

Case Manager

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Lyndsy Kiester

Case Manager

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Alaina Kirkwood

Processing Specialist

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Pam Kwiat

Sales Assistant to Joe Pantoja

Natalie Lloyd

Marketing Specialist

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Diane Lynch

Policy Owner Service/Licensing Coordinator

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Stephanie Manifrang

Sales Assistant to Alex Spiller, Dan Marolis, and Shawn Johnson

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Michelle Miller

Case Manager

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Angel Moran

Senior Case Manager

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Rod Pallerino

Sales Support

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Leah Prentice

Senior Case Manager

Kevin Price

Business Operations Analyst

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Anne Rubis

Sales Support

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Renee Sleeman

Sales Assistant to John Adcock

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Bianca Trinch

Processing Specialist

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Hunter Woodward

Processing Specialist

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Marilyn Zeigler

Policy Owner Service

Property And Casualty Team

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Orion Anderson

Relationship Manager

Domiciled in PA
CA Insurance Lic. #4211015
AR Insurance Lic. #20141445

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Lori Baker

Account Executive: Personal Lines

Domiciled in PA
CA Insurance Lic. #0M98410
AR Insurance Lic. #8929907

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Marisa Brice

Relationship Manager

Domiciled in PA
CA Insurance Lic. #4323396
AR Insurance Lic. #20717021

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Lila Burrows

Relationship Manager

Domiciled in PA
CA Insurance Lic. #4424532
AR Insurance Lic. #21448466

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Luke Fehrs

Account Executive

Domiciled in PA
CA Insurance Lic. #4241270
AR Insurance Lic. #19348887

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Margaret Figuly

Senior Relationship Manager

Domiciled in PA
CA Insurance Lic. #0K08779
AR Insurance Lic. #7961089

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Sara Halansky

Relationship Manager

Domiciled in PA
CA Insurance Lic. #4146175
AR Insurance Lic. #19299660

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Beverly Lombardo

Coverage Specialist

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Alexis McConahy

Relationship Manager

Domiciled in PA
CA Insurance Lic. #0M93594
AR Insurance Lic. #18660681

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Stephanie Mojock

Coverage Specialist

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Melinda Nero

Relationship Manager

Domiciled in PA
CA Insurance Lic. #4293436
AR Insurance Lic. #8569757

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Ty Smith

Relationship Manager

Domiciled in PA
CA Insurance Lic. #4349537
AR Insurance Lic. #20143296

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Ashley Williams

Client Services Representative

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Kaylance Wojciechowski

Account Executive

Domiciled in PA
CA Insurance Lic. #0K10194
AR Insurance Lic. #16747678

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Rebakah Wozniak

Property and Casualty Assistant Manager

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With Us

It’s important that your insurance can keep up with every stage of your career. To explore your options, schedule your free consultation today.

  • Insurance for Dentists
  • Insurance for Practices
  • Insurance for Medical Residents
  • Financial Planning Services

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