Meet Our Team

James Stockton

President

Call Me: (405) 843-6800 | Email | #grabmyCARD

James Stockton is a registered securities professional, and holds several securities licenses. He has successfully completed the following examinations: Series 63 – Uniform Securities Agent State Law Examination, Series 22TO – Direct Participation Programs Representative Examination, SIE – Securities Industry Essentials Examination, and Series 6 – Investment Company Products/Variable Contracts Representative Examination. James is registered in multiple states, including California, Colorado, Florida, Georgia, Hawaii, Illinois, Kansas, Missouri, Nevada, New York, Ohio, Oklahoma, and Texas. This extensive list of licenses and registrations enables him to conduct securities-related activities in the aforementioned states. Please note that license statuses and registrations may change over time, so it’s advisable to verify the current information with the relevant regulatory bodies.

James also holds a Life & Health insurance license in the states of California, Colorado, Florida, Georgia, Hawaii, Illinois, Iowa, Kansas, Kentucky, Missouri, Nevada, New York, Ohio, Oklahoma, and Texas. This license allows him to engage in insurance-related activities pertaining to life insurance and health insurance within the listed states. It signifies that James has met the necessary requirements and qualifications set by the state’s insurance regulatory authority to operate in this specific sector.

Conner Bays

Benefits Advisor

Call Me: (405) 843-6800 | Email | #grabmyCARD

Conner Bays holds a Life & Health insurance license in the state of Oklahoma. This license allows him to engage in insurance-related activities pertaining to life insurance and health insurance within Oklahoma. It signifies that Conner has met the necessary requirements and qualifications set by the state’s insurance regulatory authority to operate in this specific sector.

Pat Marschik

Account Manager

Call Me: (405) 843-6800 | Email | #grabmyCARD

Pat Marschik holds a Life & Health insurance license in the state of Oklahoma. This license allows her to engage in insurance-related activities pertaining to life insurance and health insurance within Oklahoma. It signifies that Pat has met the necessary requirements and qualifications set by the state’s insurance regulatory authority to operate in this specific sector.

Jody Sharp

Account Manager

Call Me: (405) 843-6800 | Email | #grabmyCARD

Jody Sharp holds a Life & Health insurance license in the state of Oklahoma. This license allows her to engage in insurance-related activities pertaining to life insurance and health insurance within Oklahoma. It signifies that Jody has met the necessary requirements and qualifications set by the state’s insurance regulatory authority to operate in this specific sector.

Ann Borah

Account Manager

Call Me: (405) 843-6800 | Email | #grabmyCARD

Ann Borah holds a Life & Health insurance license in the state of Oklahoma. This license allows her to engage in insurance-related activities pertaining to life insurance and health insurance within Oklahoma. It signifies that Ann has met the necessary requirements and qualifications set by the state’s insurance regulatory authority to operate in this specific sector.

Julie Ridenhour

Account Executive

Call Me: (580) 614-1055 | Email | #grabmyCARD

Julie Ridenhour holds a Life & Health insurance license in the state of Oklahoma and Texas. This license allows her to engage in insurance-related activities pertaining to life insurance and health insurance within Oklahoma and Texas. It signifies that Julie has met the necessary requirements and qualifications set by the state’s insurance regulatory authority to operate in this specific sector.