Managing Partner | Strategic Insurance & Retirement Planning | Host of "Safe Money & Income" Radio
Khris is a Veteran of the U.S. Navy. He achieved many accolades and awards for both valor and commitment to duty. This life experience afforded him the building blocks which he used as the foundation for everything he’s done since. Upon exiting active duty Khris entered the insurance industry and quickly became a notable producer with one of America’s top Insurance and retirement planning companies. He moved on to management and as a result trained scores of agents which gave him an edge in always staying current. He is a firm believer in escaping the traditional “pressure sell” tactics that are widely taught in the insurance and retirement planning industries. Believing that people are destroyed financially for their lack of knowledge; Khris is known well in the industry for his insight and informative position on asset protection and wealth building; furthermore for his ability to explain them to a variety of different knowledge sets. Khris has cultivated a client base whose assets range from the low income arena to clients with more than $600 million in assets. He focuses the majority of his efforts and attention on Seniors and Group Strategies recognizing a deeper need in America’s Business owner. He has since pushed forward refining relationships with many Top Insurance carriers to bring to his clients a variety of options for their protection and financial well being.
Managing Partner | Strategic Insurance & Retirement Advisor | Host of "Safe Money & Income Radio"
Phil has been in the insurance and retirement planning field for over twenty years. Right out of college, he started as a sales agent for a Fortune 500 company. Immediately, he set himself apart and became the top producer in his division. He held that distinction for his entire tenure with the company. After several years, numerous production awards, extra training certifications, and several offers of managements positions he soon realized he missed being in the field, helping clients. In 2008, Phil left that company and opened his own firm, AFG, with his business partner. Since then, he has been doing what he loves–meeting with clients and helping them with their basic insurance and retirement planning needs, educating them on how to meet their retirement goals, and providing them with several safe and unique options for financial growth. Phil works with clients from all age and income ranges. Clients who have “lazy money” they’d like to see grow versus clients who are leaving the work force and want to see the funds in their 401K grow steadily and safely.
Office Manager/Executive Assistant/Insurance and Retirement Planning Broker
Whitney is one with many feathers in her cap; she is AFGs Office Manager and Executive Assistant as well as an insurance and retirement planning Broker. Prior to the Insurance and retirement planning fields she worked in the Healthcare Industry in 2 major Hospital Networks totaling 10 years of experience. She brings wonderful insight from this valuable expertise. Whitney makes sure her clients and our Agency Brokers have no gaps in their insurance knowledge and most of all are educated on how our products work from sale to being used by our valued clients. This experience from both sides of the board helps to ensure the insurance products we solicit are utilized to their full potential.
Doyle and his wife Debbie are long time Oklahoma residents. He holds a Bachelor’s Degree from Northeastern State College in Tahlequah and a Master’s from Northeastern State University in Broken Arrow. His 41 years of career experience have taken him on quite a journey. Doyle has many years experience in Education; being a Principal and Adjunct Professor have taught him valuable lessons about how to problem solve and effectively interact with others. He’s been a local business owner and is a Member of the Chamber of Commerce. Those stepping stones, along with his kind hearted personality, has laid a sturdy and diverse foundation on which he has built his successful Insurance Career.
Group Health and Retirement Specialist
Ed has been a lifelong resident of the Tulsa/Broken Arrow area. He and his lovely wife Leslie have been married for 24 years and have 2 boys. His time outside of the area was spent in military service with 5 years in the United States Navy, stationed in Jacksonville Florida and 3 years in the United States Air National Guard-which brought him back to Tulsa. Ed has been a Business Owner in the area for 18 years. He has become a vital addition to our Group Health and Strategic Retirement teams. His Service taught him values and his Entrepreneurship taught him sound business practices from Customer Service to Management. He is an asset to Anchor and to all his valued clients.
Strategic Insurance and Financial Advisor
James specializes in both Individual and Group Health as well as Financial and Asset Protection Planning. He uses his years of experience in Hospitality Management and Customer Service to go above and beyond for his clients. This experience ensures he can accommodate all their wants and needs with ease and make their customer experience as pleasant as possible.
Strategic Insurance Agent
Brittany brings 20+ years sales experience to our team. She has studied Business Administration and Business Economics at the University of Louisville, Watterson College and Santa Barbara College. Her education has served her well as a Loan Officer and Branch Owner for multiple Mortgage companies; it will certainly extend here as she exceeds expectations in the Financial and Insurance Industry. Brittany is incredibly resourceful which ensures each of her valued clients receive the most suitable policy.
Strategic Insurance Agent
Vinny moved to Oklahoma in 1996 after serving 8 years in The United States Marines, where he was a ground test pilot and aircraft mechanic. Vinny has been in sales management for over 15 years and has developed fantastic relationships in the community. He made a career change in to the insurance field in 2008 working with cancer heart and stroke plans, helping people tackle the potential financial burden that is associated with critical illnesses. He then furthered his knowledge into the life, health and financial arena and joined the Anchor Agency. This was a very easy decision, the values integrity and knowledge of our leaders and products are the best in the industry. Vinny is continuously keeping himself and his clients educated to protect their loved ones and assets.
Papa moved to the United States from Senegal West Africa in 2006 and has not stopped learning and growing since his arrival. He holds an Associate’s Degree From Grayson College in Denison Texas and a Bachelor’s Degree from Oklahoma State University. Papa possesses an un-rivaled spirit of customer service oriented living. That personality trait coupled with his ability to listen slowly and learn quickly gives him the edge to not only find the most suitable plans for his clients but also affords him the tools to explain them in an easy-to-understand, customer friendly way. Having a Broker with these skills in today’s confusing Insurance Market makes him a valuable asset to our company and to his clientele.
Julie is an Oklahoma native and has always loved the community spirit of this great state. She has over twenty years experience in the insurance industry as a multi-line claims adjuster, bringing resolution to her client’s claims. Specializing in self-employed and small group benefits; Julie has a good eye for seeing her client’s needs and helping them fulfill it. As a business owner she knows the value of a dollar earned and saved which is why she enjoys working with her client’s to meet their needs while maintaining financial responsibility. Saving my client’s money is my goal; helping them make money is my passion.
Mike moved to Oklahoma in 2003 after serving in the United States Navy as an aviation electrician. Since his time in the Navy Mike spent several years in the insurance industry. He served clients as an insurance agent assisting them with their medical and life needs. Mike also has worked in the field as an independent claims adjuster for a variety of insurance companies. Mike’s passion for helping others and his attention to detail are what help him successfully meet his client’s needs in this vast and changing industry.
Strategic Insurance & Financial Advisor
Stacey has over 5 years experience in Banking and Finance. She has worked in the human services field for the last 25 years in positions varying from front line staff filing Health Insurance on behalf of clients to serving as Executive Management, specifically in Contract management/negotiations and Information Technology Director in serving consumers in the behavioral health field. Additionally, was a business owner in the field of Pharmaceutical Resource Management Services for which services provided covered over 5,000 sq miles in 7 counties in N.E. OK. Joined the insurance industry roughly two years ago and continue to protect families and those they care deeply for. As a Broker for The Anchor Agency, I am able to provide solutions from many different carriers and products to best suit my current clients needs as well as my future clients.