Description
On this episode of The Dental Student Vibes Podcast, Seth and Matt sit down with Treloar & Heisel’s very own Jamie Fehrs and Shawn Johnson. Jamie is Treloar & Heisel’s Manager of the Financial Services Associate Division. She has an MBA in Financial Planning and is a licensed insurance professional in several states. Jamie is the point of contact if you would like to schedule a complimentary review with a Financial Services Associate in your area. Shawn Johnson, Chartered Financial Consultant® and Chartered Life Underwriter®, is the Vice President of Business Development at Treloar & Heisel and has been with the firm for nearly 20 years.Today we discuss everything you need to know concerning insurance as a dental professional. Tune in for pearls on the types of insurance a practicing dentist should never leave home without and what to look for when buying insurance.
If you are interested in what amazing services Treloar & Heisel have to offer, check out https://www.treloaronline.com for more information.
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Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Risk Management are all divisions of Treloar & Heisel, Inc.
Investment Advice offered through WCG Wealth Advisors, LLC a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management since 2016. As representatives of WCG Wealth Advisors, LLC, Treloar & Heisel Wealth Management financial professionals have a fiduciary duty to always act in the best interest of their clients.
Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC
TH-200103
On this episode of The Dental Student Vibes Podcast, Seth, Matt, and Cole sit down with the CEO of Pacific Dental Services (PDS), Steve Thorne. Steve created PDS in 1994, making it one of the first DSO model practices. Currently, Steve leads PDS and its ~900 offices found across the nation. Today...
Published 02/16/22
On this episode of The Dental Student Vibes Podcast, Seth, Matt, and Cole sit down with Chief Financial Advisor, Eric Miller. Miller is a co-owner of Econologics Financial Advisors. Today, he sits down with the Vibe Tribe to give the boys an in-depth look at the financial services he provides to...
Published 12/30/21