Epic Insurance Brokers and Consultants acquired Treloar & Heisel, expanding Epic's financial planning and insurance services to dental and medical professionals.
Treloar & Heisel provides life and disability insurance, property and casualty insurance, and financial services to dental and medical professionals. It advises more than 20,000 dental specialists nationwide, according to an April 7 press release shared with Becker's.
Epic Insurance Brokers and Consultants is a retail risk management and employee benefits insurance brokerage and consulting firm.
Treloar & Heisel CEO Scott Fehrs and COO Kenneth Thomalla will continue to be part of the leadership team as they join Epic.