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    Treloar & Heisel Wealth Management

    Treloar & Heisel Wealth Management is the financial planning division of Treloar & Heisel. We offer fee-based financial planning, investment services and retirement plans to help our clients find the balance between living well today and building wealth for the future. We employ a team-based approach in coordination with our clients’ Treloar & Heisel regional account representatives.

    About Treloar & Heisel

    Owners


    D. Scott Fehrs, ChFC®
    CEO

    • 800-345-6040
    • Fax: 724-654-9029
    • [email protected]
    • D. Scott Fehrs, domiciled in PA, CA Insurance Lic. #0D07615
    • D. Scott Fehrs, domiciled in PA, AR Insurance Lic. #811108

    Kenneth C. Thomalla, CPA, CLU®, CFP®
    COO

    • 800-852-4900
    • Fax: 708-478-8242
    • [email protected]
    • Kenneth Thomalla, domiciled in IL, CA Insurance Lic. #0D95821
    • Kenneth Thomalla, domiciled in IL, AR Insurance Lic. #238770

    Management


    David W. Spears
    Director of Operations, THWM

    Jeffrey E. Wherry, CFP®, CLU®, ChFC®
    Director of Research and Planning, THWM

    • 800-300-2451
    • Fax: 888-311-3087
    • [email protected]
    • Jeff Wherry, domiciled in PA, CA Insurance Lic. #0767042
    • Jeff Wherry, domiciled in PA, AR Insurance Lic. #682576

    Josh Miller, AIF®
    Wealth Advisor

    Josh Glessner 
    Associate Wealth Advisor

    Jessica Kretz 
    Client Service Specialist

    Lisa Alessio 
    Client Service Specialist

    Advisors


    Shawn M. Johnson, ChFC®, CLU®, CLTC
    Vice President, Sales

    John A. Adcock, ChFC®, CLU®
    Regional Director 

    Joseph F. Pantoja, CLU®, M.B.A., CLTC
    Regional Director

    Kevin J. Zduriencik, CLU®, CLTC®
    Financial Services Professional

    John A. Mitsos, CLTC
    Financial Services Professional

    Christian P. Pearson
    National Director of Dental Partnerships

    Andrew Rickard, CLU® 
    Financial Services Professional

    Mark Spring
    Financial Services Professional

    Alex D. Spiller
    Financial Services Professional