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Meet Our Executive Team
Founded by wealth managers who’ve also spent 15-20 years each in the insurance industry, we uniquely understand the importance of prioritizing risk management as a vital foundation for your financial plan. We believe in partnering to provide insurance solutions that help protect your first harvest.
Reg Aldrich
Reg resides in Yukon, Ok with his wife Carley and their two children Sullivan and Harris. He graduated from the University of Central Oklahoma in 2008 with a degree in Business Administration. In his spare time Reg enjoys golf, hunting, whiskey & a great cigar. He passionately supports various charities focused on those who protect others and those needing protection.

Levi Wade
Levi resides in Choctaw, OK with his wife Alexa and two children Lyla & Si. He graduated from the University of Oklahoma in 2005 with a degree in Finance and holds the Certified Financial PlannersTM designation. In his spare time Levi enjoys working on cars, taking adventures into the great outdoors, and spending time with his family. He also sits on the board of F.A.I.T.H. Kids, a non-profit dedicated to family of children facing terminal cancer.

Brandon Whiteley
Brandon graduated from the University of Central Oklahoma in 2003 with a bachelor’s in business administration, where he was also a 4-year letterman in football. He has more than 10 years of experience in the insurance industry. Brandon resides in Yukon with his wife, Heather, and their three children. In his free time, Brandon enjoys traveling, golfing, reading and attending his children’s sporting events.

Ronnie Lutz
Ronnie resides in Bixby, Ok with his wife Lauren and their three kiddos Mackenzie, Norah, and Olivia. He graduated from Northeastern State University in 2003 with a degree in Finance. In 2010, Ronnie became a licensed Insurance Agent in Oklahoma and later due to the request of some of his clients, became licensed in Kansas as well. In his spare time, Ronnie enjoys running, biking, golfing, and plugging into his local community by supporting his church, local schools, chamber of commerce, and other non-profits.

