Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

T R

Teri M Reddick

Chief Operations Officer

918-497-1112

Teri has been in the industry for more than 25 years and has worked with me since 2014. She handles all of our scheduling, service calls, and daily operations and so much more. She is such a valued member of our team and does an amazing job. 

J N

James N

Investment Operations Associate

918-496-8721

James joined our team in 2021 and does an amazing job onboarding and managing all of our investment accounts.