About Us

Meet Our Team

Meet Our Team
romeo-heatherly

Romeo Heatherly

Owner & CEO

Romeo Heatherly has been in the insurance business since 2013. Driven to provide his clients customized policies which meet their needs, Romeo decided in early 2017 to open his own firm. His extensive knowledge of the industry is proven with his licensures in: Property, Casualty, Life, Health & Accident, and Medicare & Long Term Care insurances. The National Association of Insurance and Financial Advisors (NAIFA) honored Romeo with their NAIFA Multiline Sales award, and twice with their NAIFA Quality Award. He was recognized multiple times by Blue Cross Blue Shield as a Platinum Producer.

When Romeo is away from the office, he stays active by working out and playing golf. He stays inactive by watching football and participating in a Fantasy Football league. Romeo and his girlfriend, Tammie, live in Hickory, NC, with their son Zack, and bulldog Stella.

TAMMIE-WILLIAMS

Tammie L. Williams

Tammie L. Williams is a licensed agent and serves as Administrative Assistant for their growing company. Past roles in management, sales, marketing, banking, and customer service give Tammie the experience needed to work with clients. Her passion for helping her clients means she makes them a priority, and provides them the outstanding service they deserve.

Born and raised in Catawba County, Tammie avidly works out, and is a Mud Obstacle Course Runner. She enjoys cooking and inventing new recipes, and can even help others devise healthy eating plans. She spends her spare time with Romeo, her son, and Stella The English Bulldog.

KRISTEN-CARLTON

Kristen Carlton

Kristen Carlton is dedicated to delivering exceptional customer service and will guide you through the process of obtaining affordable coverage that is appropriate for you. She has been in the industry since 2016, and joined Romeo Heatherly Insurance Services in June 2017.

Kristen lives in Newton with her husband, Mike, her two step-sons, and her two Labrador Retrievers. When she’s not finding you insurance coverage, you can find her camping or riding her ATV

Eric Wood pro pic

Eric Wood

Eric Wood, a licensed insurance broker,  dedicated and driven to help find the best policy to meet your personal needs. Prior to entering the field of insurance, Eric worked for the Institutional Food House (IFH) and Performance Food Group (PFG) for nineteen years, as an area manager in North Carolina and Virginia. In 2017, he was awarded the “Circle of Excellence” for outstanding sales and growth. Valuing loyalty, his priority of consistent customer service, and knowledge related to the previous industry, Eric is well informed and aware of commercial requirements. 

Born and raised in Catawba County, Eric takes pride living in Hickory with his fiancée, Maysee, and their children. Alongside effectively meeting your insurance needs, Eric makes time to achieve goals at the gym, read informational texts as a continuous learner, trade stocks for enjoyment, and experience new cultures. Additionally, he enjoys walking his dogs, smoking cigars by a fire, and spending quality time with his family.