Skip to content

Leadership/Brands

Heritage Risk Management

Successful Brands Led By A Winning Team

Heritage Risk Management is comprised of three prominent West Texas firms who protect clients throughout Texas as well as across the United States. NCW is headquartered out of Amarillo, Texas,  Sanford & Tatum and Roy Neal are 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. December 31, 2020 Roy Neal became a part of Heritage Risk Management. Together, NCW, Sanford & Tatum and Roy Neal are committed to delivering personalized solutions driven by a higher level of caring and service.


NCW Logo
Sanford & Tatum Logo
Roy Neal Logo

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

Get vCard

Read bio

Diannah Tatum

Diannah Tatum, CIC

Co - Chief Executive Officer, Partner


Lubbock Office

806-792-5564
ext. 326

Get vCard

Read bio

Stephenie L. Owen

Stephenie L. Owen, CPA

Chief Financial Officer, Partner


Amarillo Office

806-376-6301
ext. 250

Get vCard

Read bio

Mark Williams

Mark Williams

Chief Operating Officer, Partner


Lubbock Office

806-792-5564
ext. 318

Get vCard

Read bio

Jason Burr

Jason Burr, CIC

Partner, Risk Advisor


Amarillo Office

806-376-6301
ext. 298

Get vCard

Read bio

Kimberly Dryden

Kimberly Dryden, CIC

Partner, Risk Advisor


Amarillo Office

806-376-6301
ext. 243

Get vCard

Read bio

Shawn LaQuey

Shawn LaQuey

Partner, Risk Advisor


Lubbock Office

806-792-5564
ext. 307

Get vCard

Read bio

Johnathan Leonhart

Johnathan Leonhart, CIC, CRM

Partner, Risk Advisor


Amarillo Office

806-376-6301
ext. 238

Get vCard

Read bio

Casey Posey

Casey Posey, CRIS, CIC

Partner, Risk Advisor


Amarillo Office

806-376-6301
ext. 255

Get vCard

Read bio

Michael Tatum

Michael Tatum, CIC, CRM

Partner, Risk Advisor


Lubbock Office

806-792-5564
ext. 315

Get vCard

Read bio

Rhonda Thomack

Rhonda Thomack, CIC, SGS

Partner, Risk Advisor


Lubbock Office

806-792-5564
ext. 333

Get vCard

Read bio

Richard Walton

Richard Walton, CSFS, GBA

Partner, Risk Advisor


Amarillo Office

806-376-6301
ext. 268

Get vCard

Read bio

Stewardship

Elizabeth Carter

Elizabeth Carter

Stewardship Director


Amarillo Office

806-376-6301
ext. 222

Get vCard

Read bio

Jim Smith

Jim Smith, ARM, AIC, SPHR

Risk Manager


Amarillo Office

806-376-6301
ext. 257

Get vCard

Read bio

Claims

Melinda Hendricks

Melinda Hendricks, ACSR

Claims Advocate


Amarillo Office

806-376-6301
ext. 261

Get vCard

Read bio

Tina Leannah

Tina Leannah

Claims Advocate


Lubbock Office

806-792-5564
ext. 301

Get vCard

Read bio

Accounting

Patti Byars

Patti Byars

Accounting Department Manager


Amarillo Office

806-376-6301
ext. 279

Get vCard

Read bio

Ingrida Kersyte

Ingrida Kersyte

Accounting Assistant


Amarillo Office

806-376-6301
ext. 272

Get vCard

Read bio

Administration

Liana Garza

Liana Garza, MBA, PHR

Human Resources Manager


Lubbock Office

806-792-5564
ext. 329

Get vCard

Read bio

Cindy Shook

Cindy Shook, ACSR

Payroll Processor


Lubbock Office

806-792-5564
ext. 327

Get vCard

Read bio

Debby Wallace

Debby Wallace

System Administrator


Lubbock Office

806-792-5564
ext. 303

Get vCard

Read bio