Shawn M. Johnson ChFC, CLU, CLTC

Shawn M. Johnson, ChFC®, CLU®, CLTC's two decades of addressing the specialized financial services needs of dentists and physicians allow me to coach advisors throughout the nation for our firm. I also enjoy helping my personal client group reach their goals by guiding them on a wide range of insurance, investment, and financial planning issues. Treloar & Heisel is a financial services provider to dental and medical professionals across the country. We assist thousands of clients from residency to practice and through retirement with a comprehensive suite of financial services, custom-tailored advice, and a strong national network focused on delivering the highest level of service.

Investment Advisory Services offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor, doing business as Treloar & Heisel Wealth Management. Insurance products offered separately through Treloar & Heisel Risk Management and Treloar & Heisel. Third-party posts found on this page do not reflect the views of Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management reserves the right to remove third-party comments that are negative or inappropriate for a public forum. Remaining comments may not reflect the experience of all clients and are not indicative of future experiences.