
We will be there when you need us the most.

Our Team
The Faces Behind Our Success



James Worley
FOUNDER & PRESIDENT
-
Began his financial services career in 1977 as a licensed Life, Accident and Health Insurance Agent.
-
Earned degrees in Business Management, Marketing and Accounting.
-
Attained the “Fraternal Insurance Counselor Fellow” designation (FICF) degree from the American College of Financial Services.
-
Continued his education in Annuity Concepts, Business Insurance, Retirement Counseling, Insurance Law and Risk, Estate Planning and Trust Creation and Implementation.
-
Extensive history and experience in serving others, both in business and in the community.
Frank R. McManus
SENIOR VICE PRESIDENT
-
Over 25 years experience in Insurance and Financial Services.
-
Agency Manager of a Farmers’ Insurance Agency in Okmulgee, OK.
-
Serves our Tulsa, Okmulgee, and Checotah clients and the surrounding areas.
-
Married with one child.


Darian B. Andersen
GENERAL COUNSEL
-
Over 50 years experience in Estate Planning and Asset Protection.
-
Speaks English, Spanish and Portuguese.
-
Married with 8 children.
-
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.