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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.

Steve Mora, CIC, CRM, AFIS

Steve Mora, CIC, CRM, AFIS
Principal

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Kelly Mora

Kelly Mora
Principal

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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, Success & Business Relationships

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Lisa Bentz, SPHR, WCIRB

Lisa Bentz, SPHR, WCIRB
Director of HR and Consulting Services

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Chris Jensen

Chris Jensen
Information and Systems Administrator

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Eric Nye

Eric Nye
Agribusiness Advisor

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Juan Garcia, PLCS, AFIS

Juan Garcia, PLCS, AFIS
Insurance Advisor

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Austin Seech, AFIS

Austin Seech, AFIS
Agribusiness Advisor

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Dan Furtado, REBC

Dan Furtado, REBC
Health, Life, and Benefits Advisor

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Heather Smith, AFIS, CAIP, WCIRB

Heather Smith, AFIS, CAIP, WCIRB
Senior Agribusiness Account Manager

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Mirda Minera, AFIS

Mirda Minera, AFIS
Executive Agribusiness Account Manager

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Shay Benzel, AFIS

Shay Benzel, AFIS
Senior Agribusiness Account Manager

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Jess Thompson

Jess Thompson
Agribusiness Account Manager

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Lisa Barnes, AFIS

Lisa Barnes, AFIS
Agribusiness Account Manager

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Nicole Patterson

Nicole Patterson
Agribusiness Account Manager

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Keris Friedrichs

Keris Friedrichs
Agribusiness Account Manager

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Cody Marshall

Cody Marshall
Executive Commercial Account Manager

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Bralynn Castillo, CISR

Bralynn Castillo, CISR
Commercial Account Manager

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Vanessa Mendoza

Vanessa Mendoza
Commercial Account Manager

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Madison Harrington

Madison Harrington
Commercial Account Manager

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Andrea Hendon

Andrea Hendon
Commercial Account Manager

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Kimberly Potman

Kimberly Potman
Commercial Account Manager

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Theresa Draper

Theresa Draper
Lead Account Manager, Personal Lines Advisor

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Kim Furtado

Kim Furtado
Account Manager, Personal Lines Advisor

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Sarah Wilson

Sarah Wilson
Account Manager, Personal Lines Advisor

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Phillip Zabala, CLCS

Phillip Zabala, CLCS
Account Manager, Personal Lines Advisor

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Lorien Souza, CLIC

Lorien Souza, CLIC
Commercial Marketing Specialist

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Jaime Koehler

Jaime Koehler
Administrative Team Lead

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Haley Boynton

Haley Boynton
Administrative Assistant

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Monique Santos

Monique Santos
Administrative Assistant

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Alyssa Downes

Alyssa Downes
Account Specialist and Claims Advocate

Makelle Pustejovsky

Makelle Pustejovsky
Account Specialist

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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