About Us
Our Team
Bruce T Riddle, ChFC, CFBS, CLU
CEO
Bruce has operated in the financial services industry for more than 35 years. His experience includes serving as past Presidents of the N.E. Oklahoma Society of Financial Professionals and the National Agents Association of the MassMutual Life Insurance Co. Bruce holds his Series 65 License and serves as an investment adviser representative.
Andrew Riddle
Director of Operations
Prior to joining the firm in 2008, Andrew served as a Financial Advisor for MassMutual as well as a Series 7 Registered Representative for MML Investor Services, Inc. As Director of Operations, Andrew has helped to design and implement investment policies as well as integrating and monitoring technological developments within the firm. Andrew currently holds his Series 66 license and serves as an investment adviser representative with the firm.
Rhonda Morgan
Office Manager
With more than 35 years of experience, Rhonda has been the foundation for ensuring that the firm solutions are efficient and effective. Having previously served as an Insurance Underwriter for 14 years, Rhonda has a solid understanding of the client communication process.
Whitney Heldebrand, RHU
Administrative Services
Having an Organizational Communications degree from the University of Oklahoma gives Whitney educational insight into the dynamics of our firm. Whitney obtained the Registered Health Underwriter designation through the American College to further her knowledge in the field of employee benefits and health insurance law.
Most financial advisers consider themselves to be Wealth Managers. However, research shows that only around 6.6% of advisers truly operate that way.
Source: CEG Worldwide, 2007
