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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, 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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Jaime Koehler

Jaime Koehler
Front Office Administrator

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Chris Jensen

Chris Jensen
Executive Administrative Assistant

Bralynn Castillo

Bralynn Castillo
Commercial Account Manager

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Cody Marshall

Cody Marshall
Commercial Account Manager

Phillip Zabala

Phillip Zabala
Commercial Account Manager

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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Tayler Dowse, AFIS, WCIRB

Tayler Dowse, AFIS, WCIRB
Agribusiness Account Manager

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Jess Thompson

Jess Thompson
Agribusiness Account Manager

Theresa Draper

Theresa Draper
Account Manager, Personal Lines Advisor

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Sarah Wilson
Account Manager, Personal Lines Advisor

Madison Luntey

Madison Luntey
Account Specialist

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Nicole Groteguth
Account Specialist

Monique Santos

Monique Santos
Administrative Assistant

Haley Boynton
Administrative Assistant

Dan Furtado, REBC

Dan Furtado, REBC
Health, Life, and Benefits Advisor

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Juan Garcia, PLCS, AFIS

Juan Garcia, PLCS, AFIS
Insurance Advisor

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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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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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