OUR TEAM

When you become a client, not only are you gaining access to some of the most sophisticated and robust planning tools available, but you’re also working with the team of experts that designed and created them. With nearly a century of combined experience in the industry, we’re still a family-operated office at heart. We don’t have a call center, nor do we have ‘junior advisors’ that we hand certain clients over to. The relationship we build with you is our main focus.

Bruce T Riddle, ChFC, CFBS, CLU

Bruce T Riddle, ChFC, CFBS, CLU

Founder/CEO

Bruce has been in the financial services industry for more than 35 years. He founded EVERWEALTH nearly 15 years ago after growing weary of the then-current model that most investors were being treated under. He set out to redefine wealth management by replacing speculation with education in a cost-effective and prudent way. Bruce holds his Series 65 License and serves as an investment adviser representative.

Andrew Riddle, RICP

Andrew Riddle, RICP

Director of Operations

Prior to joining the firm in 2008, Andrew served as a Series 7 Registered Representative and Financial Advisor for MassMutual. As Director of Operations, Andrew has helped to design and implement investment policies as well as creating and integrating the  proprietary technology and tools within the firm. Andrew currently holds his Series 66 license and serves as an investment adviser representative.

Rhonda Morgan

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 how to leverage that experience to better serve our clients.

Whitney Heldebrand, RHU

Whitney Heldebrand, RHU

Administrative Services

Whitney currently serves as a specialist in administration and ensuring that our books and records are properly maintained. As a Registered Health Underwriter, she helps facilitate several of our Advanced Planning cases with employers and individuals seeking advice on health insurance planning and implementation.

Most financial advisers consider themselves to be Wealth Managers. However, research shows that only around 6% of them truly operate that way.

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wm = ic + ap + rm

wealth management investment consulting

advanced planning

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918-524-6325

4200 East Skelly Drive

Suite 350

Tulsa, OK 74135

info@everwealth.net

 

Copyright © 2015-2016 | Wealth Management Advisors, LLC. All Rights Reserved

Everwealth®, located in Tulsa, OK, is a Registered Investment Adviser under the Oklahoma Uniform Securities Act of 2004. We provide wealth management and financial planning services. Past performance is not necessarily indicative of future results. Investing involves risk, including the possibility of financial loss. Please see our Disclosure section for important information.