Oklahoma City, Oklahoma
Office contacts
Rhonda Crary
Area Vice President - Client Service Director
Kristy Ventimiglia
Us Division Vice President, Sales Enablement
Top industries served
ManufacturingHealthcare & Social ServicesFinancial Activities
2026 Mployer Benefits Awards
2026 Top Rated Employee Benefits Consultants in Oklahoma
The 2026 winners in Oklahoma rank in the top 10% of brokerages nationwide, scored on verified client reviews, independent benefits data, and Mployer's M Score. See how the rating works.
Top rated in Oklahoma
Showing 1 to 10 of 12 firms in Oklahoma
View profile
Tulsa, Oklahoma
Office contacts
Steve Lieberman
President and CEO of the Private Client Group Wealth Management, Llc
John Leroy
Private Wealth Advisor and Founder of Leroy Wealth Management Group
Top industries served
ManufacturingHealthcare & Social ServicesProfessional Business Services
Pryor, Oklahoma
Office contacts
Barton MacKey
Insurance Underwriter Assistant
Top industries served
Healthcare & Social ServicesManufacturingReligious & Non-Profit
Edmond, Oklahoma
Office contacts
Isaac Fraim
Vice President, Director of Operations
Laura Stone
Director of Marketing and Communications Strategies
Top industries served
Financial Activities
Oklahoma City, Oklahoma
Office contacts
Edward McGrath
President
Adam Rainbolt
President
Top industries served
Healthcare & Social ServicesConstructionArts & Entertainment
Tulsa, Oklahoma
Office contacts
Whitney Blocker
Vice President, Corporate Retirement Solutions
Nichole Webb
Account Manager Team Lead
Top industries served
Healthcare & Social ServicesManufacturingProfessional Business Services
Tulsa, Oklahoma
Office contacts
Cody Forehand
VP
Sarah McCormick
Vice President Risk Management
Top industries served
Healthcare & Social ServicesConstructionManufacturing
Oklahoma City, Oklahoma
Office contacts
Bob Reynolds
President
J Hudelson
Managing Director
Top industries served
Healthcare & Social ServicesFinancial ActivitiesRetail Services
Enid, Oklahoma
Office contacts
Jed Dillingham
Chairman
David Mason
Vice President of Sales
Top industries served
ConstructionWholesale tradeHealthcare & Social Services
Tulsa, Oklahoma
Office contacts
Bruce Wilson
Executive Risk Consultant
Christine Shasteen
Executive Risk Consultant
Top industries served
ManufacturingHealthcare & Social ServicesConstruction
Methodology
How is a brokerage evaluated?
Every rating is independent. Firms cannot pay for placement, and the score is recalculated quarterly from data Mployer sources and verifies directly.
Verified client feedback
Reviews collected from employer clients and validated against plan records, weighted by recency and by the size of the book represented.
Plan performance data
The benefit plans a firm advises are scored against true peer cohorts by industry, region, and size across medical, ancillary, leave, and retirement.
Market and service signals
Book retention, service capacity, licensing and appointment coverage, and specialty depth across the lines the firm actually writes.
.svg)
.svg)