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Leadership/Brands

Heritage Risk Management

Successful Brands Led By A Winning Team

Heritage Risk Management is comprised of two prominent West Texas firms who protect clients throughout Texas as well as across the United States. NCW is headquartered out of Amarillo, Texas  and Sanford & Tatum is based in Lubbock, Texas. 

In a bid to remain independent while achieving the scale of larger agencies, the firms completed a share exchange to create Heritage Risk Management on January 1, 2016. Together, NCW and Sanford & Tatum are committed to delivering personalized solutions driven by a higher level of caring and service.


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Our member agencies are led by a deep bench of talented professionals with substantial knowledge and experience in comprehensive risk management.


Leadership Team

Jeff Neely III

Jeff Neely III, CPCU, CIC

Co - Chief Executive Officer, Partner


Amarillo Office

806-376-6301
ext. 225

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Diannah Tatum

Diannah Tatum, CIC

Co - Chief Executive Officer, Partner


Lubbock Office

806-792-5564
ext. 326

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Stephenie L. Owen

Stephenie L. Owen, CPA

Chief Financial Officer, Partner


Amarillo Office

806-376-6301
ext. 250

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Mark Williams

Mark Williams

Chief Operating Officer, Partner


Lubbock Office

806-792-5564
ext. 318

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Jason Burr

Jason Burr, CIC

Partner, Risk Advisor


Amarillo Office

806-376-6301
ext. 298

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Kimberly Dryden

Kimberly Dryden, CIC

Partner, Risk Advisor


Amarillo Office

806-376-6301
ext. 243

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Johnathan Leonhart

Johnathan Leonhart, CIC, CRM

Partner, Risk Advisor


Amarillo Office

806-376-6301
ext. 238

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Casey Posey

Casey Posey, CRIS, CIC

Partner, Risk Advisor


Amarillo Office

806-376-6301
ext. 255

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Michael Tatum

Michael Tatum, CIC, CRM

Partner, Risk Advisor


Lubbock Office

806-792-5564
ext. 315

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Rhonda Thomack

Rhonda Thomack, CIC, SGS

Partner, Risk Advisor


Lubbock Office

806-792-5564
ext. 333

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Richard Walton

Richard Walton, CSFS, GBA

Partner, Risk Advisor


Amarillo Office

806-376-6301
ext. 268

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Stewardship

Elizabeth Carter

Elizabeth Carter

Stewardship Director


Amarillo Office

806-376-6301
ext. 222

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Tamara L. Cannon

Tamara L. Cannon, CMD

Stewardship Liaison


Lubbock Office

806-792-5564
ext. 311

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Jim Smith

Jim Smith, ARM, AIC, SPHR

Risk Manager


Amarillo Office

806-376-6301
ext. 257

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Claims

Melinda Hendricks

Melinda Hendricks, ACSR

Claims Advocate


Amarillo Office

806-376-6301
ext. 261

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Tina Leannah

Tina Leannah

Claims Advocate


Lubbock Office

806-792-5564
ext. 301

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Accounting

Patti Byars

Patti Byars

Accounting Department Manager


Amarillo Office

806-376-6301
ext. 279

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Janet Barrett

Janet Barrett

Bookkeeper


Amarillo Office

806-376-6301
ext. 262

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Ingrida Kersyte

Ingrida Kersyte

Accounting Assistant


Amarillo Office

806-376-6301
ext. 272

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Administration

Cindy Shook

Cindy Shook, ACSR

Human Resource Manager


Lubbock Office

806-792-5564
ext. 327

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Debby Wallace

Debby Wallace

System Administrator


Lubbock Office

806-792-5564
ext. 303

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