Growing up on a ranch in the Central Coast of California, Steve's summer memories were filled with long, hot days hauling hay, irrigating pasture and building fences. Today they are spent working with farm owners and agribusiness professionals, making certain their assets and way of life are protected from whatever harm may come their way.
Steve always knew his future would be tied to agriculture. Upon graduating from Cal Poly SLO with a degree in agriculture, Steve married his high school sweetheart, Kelly. They made the decision to raise their family in the rural community of Capay and in 1998, Steve found his true calling as a risk advisor serving the agriculture community.
Always striving to provide his clients with the best possible service, Steve was one of the first agents in the nation to receive the AFIS, Agribusiness & Farm Insurance Specialist designation. He continues to stay abreast of industry demands and is currently one of a select few Nationwide Elite Farm Certified agents in California. In 2009, Steve partnered with Wagner Insurance Agency where he and agency founder, Francis Wagner shared a business philosophy and commitment to the client. Upon Fran's retirement, Steve assumed the role of President/CEO and the agency became Heritage Insurance Agency.
As the wife of Steve Mora, Kelly makes coming to work a family affair. Her degree in Organizational Communications from CSU, Chico and previous work in the hospitality industry aided her in developing a skill set for assisting Heritage Insurance Agency clients. Kelly states that the greatest pleasure of her role at Heritage insurance is her daily interaction with clients.
Kelly places a great deal of emphasis on community involvment and serves and supports many local organizations such as California Women for Agriculture, Dairyville Orchard Festival, California Nut Festival, Local 4H, FFA and youth sports.
Dana was born and raised in Oklahoma and maintains, "You can take the girl out of the country, but you can't take the country out of the girl!" Her down home honesty and genuine enthusiasm for people is the foundation for her service philosophy.
In addition to her duties as agency manager, Dana is also a licensed agent with experience in all lines of our business with a strong focus on farm & agribusiness. Dana's many years of industry experience gives her an excellent insight into handling the vast array of insurance products and resolving challenging issues for clients. Dana has earned the AFIS (Agribusiness & Farm Insurance Specialist) and CISR designation, which represents a comprehensive understanding of risks and exposures and is a mark of distinction that demonstrates a commitment to exceptional service and leadership in the insurance industry.
Tonya was born in raised in Durham, CA and has been involved in and surrounded by the agriculture community her whole life. She is a recent College of Business grad with an emphasis in Management from California State University, Chico and brings many years of experience in customer service and great organizational tools. She enjoys spending time outdoors with family and friends, reading, playing with her dog, and relaxing on the beach.
Tonya believes "To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity."
Angela joined the agency in 2014 and quickly showed herself to be a tremendous asset to Heritage Insurance. Her constant desire to grow professionally has led to her specialization in commercial insurance. As your Commercial Insurance Service Agent, Angela is dedicated to providing high quality insurance products specifically tailored to meet the needs of your growing business including General Liability, Commercial Auto, Workers Comp and Bonds. Angela's goals are “to treat my clients interests as if they are my own and provide them with outstanding service."
When not in the office answering insurance questions, Angela enjoys playing disc golf, eating sushi and spending time appreciating nature.
Hailing from Eureka CA, Chuck graduated from CSU Chico with a degree in Business Administration and now calls Chico home. As a creative critical thinker with an employment history steeped in customer service and education, his primary goal is to provide clients with accessible expertise and an honest, thoughtful, problem-solving approach to the complex and potentially frustrating world of commercial insurance.
"I find working at Heritage Insurance Agency to be so personally rewarding because we focus on building long, lasting relationships- not just selling a company policy", says Chuck. We welcome his enthusiasm, attention to detail and willingness to go the extra mile for his clients.
As a long time resident of the North State and a graduate of Chico State University, Karen is familiar with the insurance needs and concerns of our local community. She brings extensive experience and a passion for working closely with clients to build relationships. As the Agency's Health Insurance Specialist, she is committed to staying informed and current with the complicated health insurance industry. It is this focus to detail that has earned the trust of her many clients. Through the varied products, discounts and services Heritage Insurance Agency has to offer she is here to assist you with personalized service.
Angeliquea Passaglia began her insurance career while going to college. What started out as a job soon became a career once she fell in love with the profession. In her late twenties she established Berg Insurance Agency in Santa Maria, California. This agency specialized in Life and Health, specifically for seniors. She sold her business in 2004 to relocate to Northern California.
Angeliquea has continued her expertise in Life Insurance. As a trusted partner to Heritage Insurance Agency, she speaks to the hearts of our clients and is able to guide them easily though the process. She is incredibly passionate about this part of the industry and makes it her personal mission to get everyone the coverage they and their family need. “One only needs to hand deliver one life insurance claim check to believe in what I do.”