2022 State leadership
President
John B. Carroll, CFA, CFP, APMA, ChFC, CRPC
Kindred Wealth , Ameriprise Private Wealth Management
president elect
Whitney Jessee, LUTCF
American National Insurance
Secretary
Shelley Burroughs, LUTCF
Oklahoma Farm Bureau
Treasurer
Chase Moore
Fairway Insurance Group
National Committeeperson
Chad S. Tredway, LUTCF
Farmer Insurance Group
Past President
Andrew Ritchie
Farmers Insurance Group
Diversity, Equity & Inclusion (DEI) Chair
Richard Schwab, CLTC, LTCP
Schwab – Menn & Associates, LLC