MEET THE TEAM

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ZAC WHEAT

PRESIDENT
TYPES OF INSURANCE: BUSINESS, PERSONAL, BENEFITS

Zac Wheat graduated from California State University, Long Beach in 2001 with a degree in Business. After a succesful career in real estate development, Zac moved from California in 2008 and joined Wheat and Associates. He specializes in writing an array of commercial accounts focusing on contractors, developers, and lessor’s risk accounts.

 

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MITCH HARLE

PERSONAL INSURANCE MANAGER
TYPES OF INSURANCE: HOME & AUTO

A graduate of Eastern Washington University in 1992, Mitch earned his Bachelor's Degree in Business Administration and has been working with the personal lines insurance industry since that time. Mitch has been with Wheat and Associates Insurance as personal lines sales manager since August of 2004.

 

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STACY BREITHAUPT

CONTROLLER / COMMERCIAL LINES MANAGER
TYPES OF INSURANCE: BUSINESS

Stacy began working with Dave Wheat in 1995, as the receptionist, prior to Wheat & Associates being formed.  Shortly thereafter, she moved into personal lines and managed that department for 7 years.  In 2003, Stacy moved into the Commercial Lines Department where she began servicing accounts for Wheat & Associates. Stacy is currently the Commercial Lines Manager, but wears many other hats as well. She is essentially the Conductor of the Wheat & Associates Show!  

 

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JUSTIN LELIEFELD

COMMERCIAL PRODUCER
TYPES OF INSURANCE: BUSINESS

Following a successful carrier in logistics, Justin joined the Commercial Property and Casualty Division of Wheat & Associates Team in 2018. Justin’s primary focus is in the contracting, manufacturing and distribution industries.

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SHELLIE DUNCAN

COMMERCIAL ACCOUNT MANAGER
TYPES OF INSURANCE: BUSINESS

Shellie began her career in insurance in 1977 working as a commercial lines account manager for various independent insurance agencies in Montana, Idaho and Washington. Shellie joined Wheat & Associates in 2010. She handles a variety of commercial accounts with a special emphasis in the construction industry.

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PAT MCNAMARA

COMMERCIAL ACCOUNT EXECUTIVE
TYPES OF INSURANCE: BUSINESS

Pat joined Wheat & Associates in 2005 and currently works in the Commercial Accounts Department, managing Select Accounts. Pat manages all types of business insurance for a variety of clients, with a special emphasis on the Dental and Construction Industries.

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CRYSTAL DUFFIELD

COMMERCIAL ACCOUNT MANAGER
TYPES OF INSURANCE: BUSINESS

Crystal is the newest member of Wheat & Associates Commercial Accounts Depart. She began her career in insurance with Wheat & Associates in 2017 and handles accounts in the Select Accounts Department.

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VICKY GREEN

CUSTOMER SERVICE REPRESENTATIVE
TYPES OF INSURANCE: PERSONAL

Vicky attended Eastern Washington University for Communications and her Paralegal Certificate. She has been in the insurance business since 1997 where she has held many titles including: sales, claims adjustor and customer service representative. Vicky has been in Personal Lines at Wheat & Associates since 2016.

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ROSE RECORDS

CUSTOMER SERVICE REPRESENTATIVE
TYPES OF INSURANCE: PERSONAL

A little about.

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KAREN ERKENS

BENEFITS MANAGER
TYPES OF INSURANCE: BUSINESS

Karen graduated from the University of Montana with a degree in Education and a minor in Business Administration. She has been with Wheat & Associates since 2002.

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DONNA GARLOCK

RECEPTIONIST

Donna has been with Wheat & Associates since 2014. One of her hobbies includes baking. She makes sure all the employees get a homemade cake on their birthday.