EPIC Insurance Brokers and Consultants acquired dental financial services provider Treloar and Heisel.
EPIC Insurance Brokers and Consultants announced today that it has acquired Treloar and Heisel, expanding its financial planning and insurance services offering to medical and dental professionals.
Treloar and Heisel is a 63-year-old organization specializing in providing life and disability insurance, property and casualty insurance, and financial services to those in the medical and dental industry.
The main focus of the advisors within Treloar and Heisel is to provide education and stability to dental and medical professionals as they begin their careers and retirement planning for practitioners.
The team at Treloar and Heisel advises over 20,000 dental specialists throughout the country. They partner with and are endorsed by many associations, including the American Association of Oral and Maxillofacial Surgeons, America College of Prosthodontists, American Academy of Pediatric Dentistry, American Academy of Periodontology, American Association of Endodontists, Chicago Dental Society, American Academy of Physical Medicine and Rehabilitation, and American Academy of Implant Dentistry.
Scott Fehrs, ChFC, chief executive officer, and Kenneth Thomalla, CPA, CLU, CFP, chief operating officer of Treloar and Heisel, will remain a part of the leadership team.
“Our team is very excited about the opportunities ahead with EPIC. The collaboration will bring both businesses added knowledge capital and business clout,” said Fehrs. “By further collaborating with the experts in the specialty practices across EPIC and the Galway platform of companies, we will be able to bring even more services to our clients.”