Our Team

Our Team
August 22, 2022

Our Team

Khris Bryan

Managing Partner | Strategic Insurance & Retirement Planning

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.

Phil Pickle

Managing Partner | Strategic Insurance & Retirement Advisor

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.

Ashli Martocci

Operations Manager

 

Amy Pickle

Executive Assistant

Brittany Grant

Strategic Insurance Specialist

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.

Tanner Grant

Strategic Insurance Specialist

Mike Slovensky

Strategic Insurance Specialist

Alan McBroom

Retirement Income Specialist

Alan is a Tulsa metro resident married to his beautiful wife Joan. He comes from a ministry background as a Pastor and Hospice Chaplain. As such, Alan seeks to help everyone he meets. Alan wants everyone to have the opportunity to invest in retirement products that give people a retirement they enjoy instead of just surviving. Once accessible to only the rich and famous, Alan specializes in getting everyone the ability to have a Tax-free Personal Pension Plan that outperforms the normal 401k and IRA options given to most people. Most money managers are unaware of these products. Contact Alan today to find out how you can live the best retirement possible!

Joan McBroom

Retirement Income Specialist

Joan is experienced in customer service, retail management and financial services administration. She enjoys spending time with her husband Alan, 3 grown children and 5 grown bonus kids. But her favorite pastime is making special memories with her 10 grandchildren. She specializes in group life and health, vision and dental as well as Medicare and final expense insurance. Joan’s mission is to treat every client just as she would her own family.

 

Danny Martocci

Strategic Insurance Specialist

After being in the insurance industry 5 years, Danny is driven by a belief that every family, no matter the circumstances, can leave a legacy. He helps thousands of families across the U.S. protect themselves from the financial hardship of losing a loved one. Danny believes in what he does and has a proven track record of being trustworthy and having a commitment to always learning and providing the best solutions for each individual case. 

Garett Bryan

Strategic Insurance Specialist

Ed McIntyre

Medicare 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.

Laura Burton

Executive Assistant

Joseph Maxwell

Strategic Insurance Specialist

Ben Martin

Insurance/Retirement/Wealth Management

Ben graduated from Tufts University with a B.A. and followed that up with his MBA from Loyola Marymount University. After financial consulting in Los Angeles for over 15 years, Ben started a successful career in sales; winning many awards and vacations in the process. Ben has a strong desire to help people, and his clients value his honest approach to the sale.

Kaitlin Ward

Strategic Insurance Specialist

Jordan Lynch

Video & Production Manager

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