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About Us

Welcome! I am very pleased that you are learning about the many benefits of wills, trusts and planned gifts. If you have any questions about the best way for you to benefit through a planned gift, please call. Better yet, click here and send me a short note. I will be very pleased to help you. You may also be interested in a gift annuity plan. If you would like to receive a printed or email illustration of a gift annuity, then click here.



Dan Allen
Senior Vice President
for Donor Services


6309 E. 102nd Street, Suite A
Tulsa, Oklahoma 74137
Toll Free: 1.888.480.6191
Local: 918.493.4157, ext. 101
Fax: 918.493.2973

Michael Romero
Oklahoma City
Area Manager


3800 N. May Avenue
Oklahoma City, Oklahoma 73112
Toll Free: 1.800.949.9988
Local: 405.949.9500, ext. 105

Curtis Gathright
Northwest Area Manager


3800 N. May Avenue
Oklahoma City, Oklahoma 73112
Toll Free: 1.800.949.9988
Local: 405.949.9500, ext. 104


Kathy Lee Hatchett
OKC Metro Area Manager
Women's Estate Planning Educator


3800 N. May Avenue
Oklahoma City, Oklahoma 73112
Toll Free: 1.800.949.9988
Local: 405.949.9500, ext. 103

Paul Kersh
Southwest Area Manager

3800 N. May Avenue
Oklahoma City, Oklahoma 73112
Toll Free: 1.800.949.9988
Local: 405.949.9500, ext. 109

David Polk
Southeast Area Manager

333 W. Main, Suite 480
Ardmore, Oklahoma 73401
Toll free: 1.877.331.4823
Local: 580.226.4567

Jerry Zumwalt
Northeast Area Manager

6309 E. 102nd Street, Suite A
Tulsa, Oklahoma 74137
Toll free: 1.888.480.6191
Local: 918.493.4157

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