Robbi joined 2009 as an Account Administrator in select commercial accounts. He has a background in the medical field for 5 years - billing, insurance, and administration. He is currently working toward his CISR designation. When not at work, he enjoys reading, listening to music, and spending ...

Grant Allen Joined CFR in January 2011. He graduated from Oklahoma State University with a bachelor's degree in Entrepreneurship and Emerging Enterprise accompanied by a minor in Marketing. Grant has been a licensed insurance agent since 2006, and is currently working toward his CIC ...

Laurie joined the CFR family in January of 2008 and works in the Policy Review department. Before coming to CFR, Laurie worked for Consolidated Benefits Resources, a third party administrator, for over ten years. In her spare time, Laurie enjoys spending time with her four grandchildren and ...

Sam joined CFR in 1987 and specializes in developing property and casualty niche insurance programs.  He has unique experience in creating programs where large numbers of individuals and companies are brought together to achieve group-buying power.  Sam is credited for having established ...

Bill specializes in oil/gas and other pipeline construction and related industry, including equipment dealers and supply companies.

He is a former vice-president of the Construction & Energy Division at a large international insurance brokerage firm.

Jack is responsible for business development and client services in CFR’s healthcare practice group. He has previous insurance experience as an underwriter for Chubb in their energy department.  Prior to joining CFR, Jack was a sales representative with BioMedix, a medical equipment company ...

The key to our success is to share a clear vision with a team of people who believe in making a difference. Jack Allen is both a dedicated insurance professional and a creative manager who embraces change and business evolution.  He is a staunch advocate of both individual attainment and ...

Paula handles all of the CFR Employee Benefits and Payroll. Paula joined CFR in September 2003.  Prior to that, she spent 3 years with another agency where she was a specialist in group benefits enrollment and service.  Paula began her career in the insurance field with Blue Cross Blue Shield of ...

Renee has been with CFR since 1989 and is currently a claim facilitator for all commercial property lines and auto insurance claims. She began her insurance career in the claims department of a major insurance company and was claims manager for a large agency in California for 12 years. Renee is a ...

Lenice joined CFR in 2007 as Les Veltman's assistant. After 3 ½ years with Les she transferred into the Office Services Assistant and became an official CFR employee. Before joining CFR she was employed by Hillcrest HealthCare System beginning in 1987 and was the Executive Assistant for 18 years ...

Allen joined CFR in April 2011 as Risk Consultant. He is responsible for business development and client service in CFR's energy & contracting practice groups. Allen holds the professional designation of Construction Risk Insurance Specialist (CRIS) from the International Risk Management ...

Amy, our Multimedia Coordinator, joined CFR in May 2001.In addition to helping maintain CFR’s public website, Amy works on projects ranging from advertising to client special events. She is our resident Zywave Champion.  Zywave is a web-based application that allows us to create, and post ...

Liz began her career in the insurance industry in 1993, serving as a Personal Lines Customer Service Representative.   In 1997, she joined the CFR Accounting Department.  Her insurance background enhanced her ability to understand the accounting methods of various insurance companies. Since ...

A.L. has worked in the insurance industry since 1983.  After working at Wausau Insurance Companies and Marsh and McLennan, he joined CFR in 1993.At CFR, A.L. specializes in the energy sector, primarily working with medium to large sized businesses.  The energy marketplace, depending on the ...

Larger companies in our market area have been underserved in terms of having local expertise available to serve clients with more complex risk management needs.  CFR Risk Management will provide a new focus in serving our growing client base who require a broader range of service and ...

I started my insurance career with Farmers Insurance in California. Upon moving to Oklahoma in 1983, I began working for Independent Insurance Agencies doing Commercial Lines Insurance. Before coming to CFR in 2012, I worked at Arthur J. Gallagher in Tulsa for 12 years.

Lynne currently maintains CFR’s Corporate Communications, Licensing Department and Kolbe. She is a Certified Kolbe Consultant and assists external insurance agencies and other organizations in the Kolbe Concept of team building and hiring practices. Lynne joined CFR in April 1998 in our Word ...

Courtney Brown joined CFR in August 2012 as our Company Relations Coordinator. Her role within CFR will be to work directly with CFR's Executive Management Team as well as managing CFR's relationships with our Company Insurance partners.Courtney comes to us with a well-rounded background from of ...

Allison is a Commercial Insurance Account Executive who joined CFR in January 2004. She started her career in the insurance business in 1995. She obtained her Certified Insurance Service Representative (CISR) designation in 1999, her Property/Casualty Agent License in 2001, and her Certified ...

Joni joined CFR in March of 2012 as an Account Administrator for the Homebuilders Association Team. Prior to that I have over 14 years insurance experience. Completed my associates in computer science in 1998 which lead me to work in the IT industry while teaching night school. Some of my most ...

Judy joined CFR in January of 2005, with more than 30 years of experience in the insurance business. Judy started her career in the audit department of a large insurance company located in Houston, Texas. Most of her experience has been with independent insurance agencies as a Commercial Account ...

Stephanie Cliff joined CFR in May 2003 and is currently the Account Executive for Jack Allen, Craig O’Connor, John Wingerter and Tanner Cooper in the commercial lines department. She is a licensed Property and Casualty insurance agent and holds the designations of Certified Insurance Counselor ...

Patti Cly joined the CFR family in 2006.  She works as an Account Manager with the Home Builders Association Team. Before coming to CFR Patti worked for the Muskogee County District Attorney's office for 5 years as a Collections Clerk. Away from the office, she enjoys spending time with her ...

Rebecca joined CFR in 2008 as an Account Manager for the Select Department. She began her career in the insurance industry in 1993 working the mail desk at a large insurance company and working her way up to an Agent Service Rep. She became a licensed agent in 2000 and worked at an agency level ...

Jay Condry specializes in financial services and employee benefits with CFR. Prior to coming to CFR, he worked for national health insurance carriers and third party administrators consulting all size employers on group health plans (with an alternative funding emphasis), retirement plans, and ...

Tanner Cooper joined CFR in 2004.  He comes to us as a graduate of the Oklahoma State University College of Business.  He holds a Bachelor’s degree in Business Administration with a major in Marketing. Tanner is a licensed insurance agent with the State of Oklahoma in Property and ...

Glenn is the Executive Vice President and a broker with CFR, Inc. In his EVP role he has primary responsibility for managing CFR, Inc.’s relationships with the insurance companies that they represent. In this role Glenn maintains close working relationships with top executives of CFR's key ...

Kelly Elkins joined CFR in March 2007, as an Account Executive in the Health and Benefits Division where she provides comprehensive analysis for clients. She specializes in strategic approach and employee benefits solutions. Previously, Kelly worked as an Analyst at Marsh / Mercer Health & ...

Teresa joined CFR in July 2004 as an Account Administrator.  She currently works  as the team Marketing Coordinator in the large commercial lines department for producers Jack Allen, Craig O’Connor, John Wingerter and Tanner Cooper and Account Executive Stephanie Cliff. Teresa also works within ...

Prior to joining the CFR team in 2010, Tonya had spent 13 years in the insurance industry. She has a passion for helping people and truly enjoys working with her clients. "Not everyone wakes up looking forward to going to work, but I do!" she says. In her spare time Tonya loves to knit, spend ...

Linda joined the CFR family in July 2007.   She works as a Policy Specialist in the Policy Review Department. Linda holds her CISR designation and before joining CFR she was previously an Account Executive with The Holmes Organization. Linda began her insurance career at Arthur J. Gallagher and ...

PJ Garcia joined CFR in February 2003 as a Commercial Lines property/casualty agent.  He comes to us from WilTel Communications where he worked as a systems analyst. Garcia received a Bachelor of Science in Management Information Systems from Oklahoma State University in 2000 and has passed the ...

Notwithstanding the increasing role and emphasis in technology our industry, people remain the most important resource. At CFR, we strive to build and maintain a corporate culture that attracts and retains the best and the brightest. Robert is Chief Executive Officer of CFR, Inc.  He also serves ...

Scott has more than 20 years experience in the insurance industry, including roles as an excess liability underwriter, regional manager for an insurance carrier, and as a broker. He holds professional designations of Chartered Property Casualty Underwriter from the American Institute, Chartered ...

Michelle joined CFR in October 2011 as an Account Manager working with the Methodist Church program. She began her insurance career in 1992 at Frank B. Hall and after receiving her Insurance Agent's license, began working on large commercial accounts. She furthered her career at Aon and Arthur J. ...

Linda Gordon joined CFR in March 1998, as an Account Manager in the Health & Benefits Department, and was promoted to an Account Executive in March 2007. Before joining CFR, she was a Service Representative at Prudential in the Marketing Department where she was responsible for presenting and ...

Robin Green joined CFR in August of 2005. She is the lead commercial account manager for the Oklahoma City office.  She came to CFR with over 25 years insurance experience with national accounts specializing in habitational.  Robin is currently pursuing her CIC designation to further her ...

Esther joined the CFR team in March of 2008 and works as a Commercial Account Managerfor the Allen/O’Connor team. She received her CISR Designation in 2009 and is currently working towards her CIC. She previously worked at Wilcox & Jones as an Administrative Assistant and Commercial Lines CSR ...

Rhonda joined CFR in August 2011 as the Account Manager in the Risk Management Department working with Scott Garrison and Kim Winters. Rhonda began her insurance career in 1986 as a mail clerk, and has worked in many areas of an independent insurance agency. She holds an Oklahoma Agent's license; ...

Heather joined CFR in October 2009 and works as an Account Administrator. She graduated from Oklahoma State University in 2008 with a bachelor's degree in Finance. Outside of work, Heather enjoys horseback riding, going to concerts, and spending time with family and friends.

D.J. joined CFR in 2011 as an Account Manager with the Health & Benefits team. D.J. has over 12 years of benefits experience, all in client service and account management. Prior to CFR D.J. worked with two local benefit agencies and in the Small Group Sales Department at PacifiCare.

Delivery of our promises makes us unique.  At CFR it’s not just promises, it’s performance. Steve Holloway began his career as a bank examiner with the Comptroller of Currency for the U.S. Treasury Department.  He then moved to the insurance industry and worked for Liberty Mutual Insurance ...

Lora joined CFR in May 2008 as a Commercial Account Manager for the Allen/O’Connor Team in Large Commercial. She began her career in the insurance industry in September 2001 at a local Tulsa insurance agency working her way from the receptionist position to Commercial Lines Assistant and then ...

Vicki joined CFR in 1998 as an Account Executive working in conjunction with Les Veltman. Vicki began her career in the insurance industry working with a small independent agency in Pryor, Oklahoma.  Vicki moved to Tulsa in 1981 as a Marketing Executive for Fred S. James, an international ...

April joined CFR in June 2003 as an Account Administrator assisting Glenn Day, Steve Holloway, and Liz Beesley in the Large Commercial Department. In January 2005 she transferred to the accounting department as Accounts Receivable Manager.  In October 2005 she accepted the position of Company ...

Tony Ishmael joined CFR in March of 2007 as a Senior Benefits Consultant in the Health & Benefits Group.  Tony’s current role is to provide consultative brokerage services for employer sponsored health & welfare plans and deliver customized solutions to help mid- to large- sized employers manage ...

Steve joined CFR in 1988 after the Siegfried Agency was sold.  Steve holds the professional insurance designations of Certified Life Underwriter (CLU) and Certified Insurance Counselor (CIC). Steve tries to focus on insuring manufacturing businesses as well as landscape nurseries, but he is ...

Cindy joined the CFR team in August 2010 and works as a Commercial Account Manager. She received her CISR Designation in 2006 and is currently working towards her CIC. She previously worked at Tedford Insurance as an Administrative Assistant and Commercial Lines CSR. She obtained her Property & ...

Dorothy joined the CFR accounting team in June 2003 in the position of Controller. She came to CFR with over 25 years of accounting experience, including 9 years of public accounting experience in the area of tax. Dorothy received her BSBA in Accounting from the University of Tulsa in 1994, where ...