Meet Our Team

Meet the people behind Heritage Insurance Agency.

Insurance advisors who truly work for you.

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Not all insurance agents are created equal. At Heritage Insurance Agency, we go out of our way to treat our clients like people and we use our industry experience and diversified knowledge base to protect what you value most.

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Steve Mora, CIC, CRM, AFIS

Steve Mora, CIC, CRM, AFIS
Principal

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Kelly Mora

Kelly Mora
Principal, CMO

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Mandy Jensen, CISR, CLCS

Mandy Jensen, CISR, CLCS
Director of Operations & Finance

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Kimball Shirey, CIC

Kimball Shirey, CIC
Director of Sales

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Tracy Beach, CLIC

Tracy Beach, CLIC
Lead Commercial Account Manager

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Dan Goodrich

Dan Goodrich
Lead Agribusiness Account Manager

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Shay Benzel, AFIS

Shay Benzel, AFIS
Agribusiness Account Manager

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Heather Smith, AFIS, CAIP, WCIRB

Heather Smith, AFIS, CAIP, WCIRB
Agribusiness Account Manager

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Jordan Fleischmann, PCA, CCA, AFIS

Jordan Fleischmann, PCA, CCA, AFIS
Agribusiness Advisor

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Austin Seech, AFIS

Austin Seech, AFIS
Agribusiness Advisor

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Tayler Dowse, AFIS

Tayler Dowse, AFIS
Agribusiness Account Manager

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Bralynn Castillo

Bralynn Castillo
Commercial Account Manager

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Ryan Dorsey, MLIS

Ryan Dorsey, MLIS
Commercial Account Manager

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Juan Garcia, PLCS, AFIS

Juan Garcia, PLCS, AFIS
Insurance Advisor

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Dan Furtado, REBC

Dan Furtado, REBC
Health, Life, and Benefits Advisor

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Theresa Draper

Theresa Draper
Account Manager, Personal Lines Advisor

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Madison Luntey

Madison Luntey
Account Specialist

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Jaime Koehler

Jaime Koehler
Front Office Administrator

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Monique Santos

Monique Santos
Administrative Assistant

Rhett Mora

Rhett Mora
CFO, Chief Fetch Officer

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About Our Agency - View of the Honey Run Covered Bridge Over a Creek Next to a Mountain in Chico California

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