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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

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Chris Jensen

Chris Jensen
Information and Systems Administrator

Dan Furtado, REBC

Dan Furtado, REBC
Health, Life, and Benefits Advisor

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Eric Nye

Eric Nye
Agribusiness & Crop Insurance Advisor

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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Heather Smith, AFIS, CAIP, WCIRB

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

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Jess Thompson

Jess Thompson
Agribusiness Account Manager

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Nicole Groteguth

Nicole Groteguth
Agribusiness Account Manager

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Shay Benzel, AFIS

Shay Benzel, AFIS
Agribusiness Account Specialist & Claims Advocate

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Keris Friedrichs

Keris Friedrichs
Account Specialist

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Cody Marshall

Cody Marshall
Lead Commercial Account Manager

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Bralynn Castillo, CISR

Bralynn Castillo, CISR
Commercial Account Manager

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Madison Luntey

Madison Luntey
Commercial Account Manager

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Andrea Hendon

Andrea Hendon
Commercial Account Manager

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Lorien Souza

Lorien Souza
Commercial Marketing Specialist

Kimberly Potman

Kimberly Potman
Account Specialist

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Theresa Draper

Theresa Draper
Lead 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
Personal Account Manager

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Jaime Koehler

Jaime Koehler
Office Administrator

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Monique Santos

Monique Santos
Administrative Assistant

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Haley Boynton

Haley Boynton
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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