We will be there when you need us the most.
Our Team
The Faces Behind Our Success
James Worley
FOUNDER & PRESIDENT
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Began his financial services career in 1977 as a licensed Life, Accident and Health Insurance Agent.
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Earned degrees in Business Management, Marketing and Accounting.
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Attained the “Fraternal Insurance Counselor Fellow” designation (FICF) degree from the American College of Financial Services.
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Continued his education in Annuity Concepts, Business Insurance, Retirement Counseling, Insurance Law and Risk, Estate Planning and Trust Creation and Implementation.
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Extensive history and experience in serving others, both in business and in the community.
Frank R. McManus
SENIOR VICE PRESIDENT
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Over 25 years experience in Insurance and Financial Services.
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Agency Manager of a Farmers’ Insurance Agency in Okmulgee, OK.
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Serves our Tulsa, Okmulgee, and Checotah clients and the surrounding areas.
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Married with one child.
Darian B. Andersen
GENERAL COUNSEL
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Over 50 years experience in Estate Planning and Asset Protection.
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Speaks English, Spanish and Portuguese.
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Married with 8 children.
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Served on the YMCA Board of Directors, as a Boy Scouts of America Scoutmaster, as a member of BSA Troop Committee, and various church leadership positions.