MEET OUR TEAM

Our Founders

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Khris Bryan

Managing Partner | Strategic Insurance & Retirement Planning

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Phil Pickle

Managing Partner | Strategic Insurance & Retirement Advisor

Our Indiana Office

Kevin-Kaiser

Kevin Kaiser

Partner | Strategic Insurance and Retirement Planning

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Matt Perleburg

Partner | Strategic Insurance and Retirement Planning

Our Staff

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David Gatti

Chief Investment Officer

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Matt Evans

Senior Investment Advisor

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Ashli Martocci

Creative Director

Amy Anchor

Amy Pickle

Agent Services

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Michael Martocci

Content Creator

Headshot Image of Garett Bryan, an Insurance and Financial Broker in Tulsa, Ok, does Health and Life Insurance, Medicare and Retirement Planning

Garett Bryan

Creative Director

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Katrina Chartier

Project Manager

Our Advisors

Crystal Alkalaani

Strategic Financial Professional

Larry Bears

Strategic Financial Professional

Headshot Image of Garett Bryan, an Insurance and Financial Broker in Tulsa, Ok, does Health and Life Insurance, Medicare and Retirement Planning

Garett Bryan

Strategic Financial Professional

Katrina Chartier

Strategic Financial Professional

Jennifer Flores

Strategic Financial Professional

Suzie Gentleman

Strategic Financial Professional

Brittany Grant

Strategic Financial Professional

Tanner Grant

Strategic Financial Professional

Joyce Hodges

Strategic Financial Professional

Caleb Knuth

Strategic Financial Professional

Kelly Malazzo

Strategic Financial Professional

Marisa Malazzo

Insurance Broker | Retirement Planner

Danny Martocci

Strategic Financial Professional

Joey Maxwell

Strategic Financial Professional

Alan McBroom

Strategic Financial Professional

Joan McBroom

Strategic Financial Professional

Shannon Russell

Strategic Financial Professional

Victoria Shiu

Strategic Financial Professional

Wade Shiu

Strategic Financial Professional

Michael Slovensky

Strategic Financial Professional

Johnny Stamper

Strategic Financial Professional

Joe Tow

Strategic Financial Professional

Robert Whitlock

Strategic Financial Professional

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