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.
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.
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.
Strategic Insurance & Financial Advisor
Christopher Reavis has more than 15 years of experience working with affluent individuals, families and their closely held entities serving as a Financial Advisor and Insurance Broker. He specializes in Retirement Planning with emphasis on wealth accumulation and asset protection for families, executives and seniors. Christopher holds his Bachelor Degree from the University of North Carolina. He holds his Series 65 Securities license and is working on his completion of CRFA – Certified Retirement Financial Advisor. He currently serves on the Route 66 Marathon Board, has completed forty-one marathons and is a proud parent and grandfather with two grown children. Everyone’s economic and life situation is unique, and I keep that in mind when providing financial advice and planning. I believe that personalized service is essential when matching clients with the right financial products and services. As a Financial Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs. I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and so will work to highlight the financial products that best fit your goals.
Once your custom-tailored financial plan is in place, we will continue working together to review
achievements against your stated aims, and ensure you are comfortable everything is moving forward
according to plan. If you ever have questions about your plan or about specific financial products, contact us. We will set
up a time to meet to review your needs and address any questions you may have.