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


Bruce has been in the financial services industry for more than 40 years. He founded EVERWEALTH nearly 20 years ago after growing weary of the then-current model that most investors were being treated under. He set out replace 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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contact us


wm = ic + ap + rm

wealth management investment consulting

advanced planning

relationship management


4200 East Skelly Drive

Suite 350

Tulsa, OK 74135

[email protected]

Copyright © 2015-2024 | Wealth Management Advisors, LLC. All Rights Reserved

Wealth Management Advisors, LLC DBA 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. Insurance-related business is offered through Riddle Financial Group, LLC, a separate company from Wealth Management Advisors, LLC DBA Everwealth. Please see our Disclosure section for important information.