TRI-INSURE - Key Persons
Cell Phone: 608-558-0390 cell Work Phone: 608-938-4317 work Work Fax: 608-938-1088 work fax
Active in his community, Dale is a past president of the Monticello Lions Club, retired 10 year member of the Monticello Fire Department and former Monticello Village Board Trustee.
A native of New Glarus, WI, Dale began his insurance career in 1980 after attending the University of Wisconsin - Oshkosh. Hired as a commercial premium auditor with General Casualty, Dale resided in La Crosse, WI until accepting a marketing representative position with the company in Sioux Falls, SD. Four years later, Dale relocated in…
Cell Phone: 608-558-3005 cell Work Phone: 608-938-4317 work Work Fax: 608-938-1088 work fax
Heather started her career in insurance in 2015 as a part time Customer Service employee. In September of 2020 she completed the necessary course requirements to earn the designation of Certified Insurance Service Representative (CISR) with hopes of achieving the Elite status. Heather was born and raised in Monroe, and currently resides outside of Monticello…
Job Titles:
- Commercial Insurance Agent
Cell Phone: 608-558-0613 cell Work Phone: 608-938-4317 work Work Fax: 608-938-1088 work fax
Jack started his insurance career in 1970 after leaving the military for the Royal Globe Insurance Company as a marketing representative. After his training in Chicago, he was transferred to Minneapolis, and then to Madison, WI. In 1973, he began his independent agency phase in La Crosse, WI and then onto Sparta, WI, where he purchased his first agency in 1977. He sold that agency in 1981 and purchased his second and last agency in Brodhead, WI in 1983, where he stayed until selling it in 2001. Jack continued working for the buyer until 2009, when he took three years off before joining Tri-Insure in 2012.
Job Titles:
- Office Manager
- Customer Service Representative for the State of Wisconsin
- Member of the Monticello Chamber of Commerce
Kathleen is an active member of the Monticello Chamber of Commerce and at her local church.
Kathleen started part-time with Tri-Insure (formerly Freitag-Atkinson Agency) in 1998. After getting her associates degree in accounting from Blackhawk Technical College in 1999, she came on board full time. In 2001 she obtained her insurance license and became a personal lines agent. For a brief time during 2004-2008, Kathleen expanded her insurance knowledge at a…