Get to know us

We specialize in providing comprehensive employer-sponsored benefit plans, making us the go-to source for businesses. Our main aim is to support companies in building attractive benefit packages that effectively attract, retain, and recognize their valuable employees. With a wealth of experience spanning over two decades in the industry, our team possesses extensive knowledge and expertise to address all your benefit requirements. From researching and selecting the best options to crafting tailored plans, we handle it all with utmost proficiency. Whether you need assistance with health insurance, retirement plans, or any other benefit, you can rely on our dedicated team to provide you with the guidance and support you need. Let us take care of your benefit needs so that you can focus on your core business goals.

Our mission

To best serve business owners and companies in providing the most comprehensive and attractive employee benefits packages.

Our vision

In order to help business owners, we must be business owners. As a family-owned practice, we know exactly how to help other businesses recruit, retain, and reward valuable employees. We strive to provide business owners and human resource professionals a one-stop-shop for all employee benefits.

Our team

Our combination of various backgrounds sets our team apart to best serve you and your employees needs. Local to Tulsa, OK and family owned, we can provide a corporate service with a local feel. We respond quickly to employer's and employee's needs and/or questions.

Marilee Lonergan, CFP

Founder, President

Zach Lonergan

Vice President

Lorey Lundy

Executive Assistant