Our Team
Local people who genuinely care about your financial well-being.
Dana Loy
Founder & Owner
Dana Loy founded Heritage Insurance & Investments with a simple mission: to serve others and make a positive impact in the lives of the people around him. What began at a card table helping clients navigate Medicare has grown into a trusted agency serving families throughout Southern Indiana.
Throughout his career, Dana has been known not only for helping clients understand their insurance options, but also for his commitment to giving back. Whether supporting local organizations, sponsoring community events, helping families in times of need, or mentoring new agents, he believes success is measured by the difference you make in the lives of others.
His dedication to service, generosity, and treating every client like family continues to shape the culture and values of Heritage today.
Libertie Villalpando
Agency Manager & Licensed Insurance Agent
Libertie Villalpando serves as Agency Manager at Heritage Insurance & Investments, where she combines her passion for helping people with her expertise in insurance planning, operations, and client advocacy. As a licensed agent, she assists clients with Medicare, life insurance, and supplemental coverage while helping lead the agency's day-to-day operations.
Beyond serving clients, Libertie is passionate about advocating for seniors, insurance consumers, and the insurance professionals who help them navigate important healthcare decisions. She is actively involved in industry leadership and works to educate policymakers and community leaders on issues affecting Medicare beneficiaries and independent agents.
Driven by her faith, family values, and commitment to service, Libertie believes everyone deserves access to clear information, honest guidance, and an advocate who will help them make informed decisions with confidence.
What We Stand For
Plain-Language Advice
We explain your options in plain English — no jargon, no pressure, no confusion.
Local & Independent
We live and work in this community. We represent multiple carriers so we can find the right fit for you.
Long-Term Relationships
We don't disappear after enrollment. We check in, answer questions, and help you adapt as things change.
Office Hours
Ready to talk?
Schedule a no-pressure consultation with our team today.
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