Financial Advisor

5216 East 69th Place
Tulsa, OK 74136
Office: (918) 747-0008 | Toll Free: (877) 649-0008
Fax: (918) 747-0039 | Toll Free Fax: (877) 747-0039
Cell: (918) 688-2709
rob.wheeler@cox.com | www.robwheeler.com

Extensive documented experience in life and health insurance, retirement and estate planning; demonstrated leadership skills in all levels of management. Verified ability and success in marketing, recruiting, training and retention of a large sales staff.

EDUCATION
1983 ChFC, Chartered Financial Consultant, The American College, Bryn Mawr, Pennsylvania
1981 BS, Oklahoma City University, Oklahoma City, Oklahoma
1981 CLU, Chartered Life Underwriter, The American College, Bryn Mawr, Pennsylvania
1976 LUTC II, Life Underwriting Training Council, Business Insurance Marketing
1975 LUTC I, Life Underwriting Training Council, Individual Insurance Marketing
1971 University of Southern California, School of Performing Arts, Musical Theater
1969 Pasadena City College, Pasadena, California

EMPLOYMENT
1981- The Wheeler Agency
Owner
An independent insurance agency specializing in areas of personal and business insurance, retirement, investments, and estate planning.

1976-1981 Southwestern Life Insurance Company, Tulsa, Oklahoma
Branch Manager
Responsible for recruiting, training, monitoring and retention of agents and all office staff.

1975-1976 Southwestern Life Insurance Company, Denver, Colorado
Assistant Manager
Established and supervised initial recruitment and training for new agents. Developed in depth training for established agents.

1973-1975 Southwestern Life Insurance Company, Pasadena, California
Sales Supervisor
Regional field trainer in select offices across the country.

1971-1973 Southwestern Life Insurance Company, Pasadena, California
Agent

Honors: Many Sales Awards. Nationwide Provident: PPGA Division: Member-Agents Advisory
Council

Instructor: LUTC-Parts I and II
Southwestern Life: Member-Field Trainer’s Advisory Council
General Agents and Managers Association (GAMA): Past Secretary-Treasurer
Pasadena Association of Life Underwriters: Past Member
Rocky Mountain Association of Life Underwriters: Past MemberTulsa Association of Life Underwriters: Past Member
JC Penny Award, Red Cross Every Day Hero, Charter Founder of Tulsa Little League Baseball, lnc.
Charter Founder of South Peoria Neighborhood Connection Foundation
Founder of The Foundation for Family Hope, United Rescue, Youth Sports, and Financial Literacy, lnc.
Currently Serves on Board of Directors for: Animal Rescue Foundation, and G.I. Wishes / A Pet For A Vet
Current Licenses Held: Oklahoma: Resident Licenses for Life, Health, Variable Annuity, Property and Casualty
Multi-States: Non-Resident Licenses for Life and Health
Registered Investment Advisor, President of The Robert G Wheeler Capital Management Company, Inc., a Registered Investment Advisory Firm
References Available on Request