Management
President and Lead Benefits Consultant

About
Oklahoma Employee Benefits & Insurance, LLC is an independent, privately owned insurance agency serving clients in the state of Oklahoma. Primary services are consultative, helping small business owners and individuals select, implement, and manage insurance and employee benefit plans. Specializes in group health, dental, vision, life, disability, long-term care, voluntary benefits, administrative and compliance services including cafeteria plans, HSAs, HRAs, COBRA, ERISA, executive benefits, and retirement plans through an affiliated adviser, with a focus on small businesses of 2 to 200 employees and self-employed individuals.
Why we like Oklahoma Employee Benefits & Insurance, LLC
Pros & Cons
Pros
- Independent agency offering unbiased multi-carrier options and customized plans without proprietary product pressure
- Over 25 years of experience led by a CPA with prior controller and financial management background in large organizations
Cons
- Small team size may limit capacity for very large or highly complex multi-state accounts compared to national brokerages
- Office visits available by appointment only, which may require advance scheduling for in-person meetings
