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© 2016 by American Family Estate Preservation, Inc.

Tel: 405-818-9593 / james@mylivingtrust.org

It is Our Job to Help You, by being there when you need us the most.

James K. Worley, FICF

James K. Worley is the founder and President of American Family Estates Preservation, Inc.

 

James began his financial services career in 1977 as a licensed life, accident and health agent. He also earned his degrees in Business Management, Marketing and Accounting. In the Financial Services Field he continued his education by attaining the “Fraternal Insurance Counselor Fellow” designation (FICF) degree from the American College of Financial Services.

During the past 40 plus years he continued his studies and education by attending schools with curriculum in Annuity Concepts, Business Insurance, Retirement Counseling, Insurance Law and Risk, Estate Planning and Trust Creation and Implementation.

James has an extensive history and experience in serving others, both in business and in the community. James is not AFEPI's attorney, but his background and his team will serve to ensure you and your family are protected from probate, estate taxes, and any number of other life events that you may encounter. He will provide excellent educational advice in other areas as well, such as living wills, living trusts, Special Needs Trusts, powers of attorney, healthcare directives, long term care, Roth and Traditional IRA’s, life, Medicare Supplement and disability insurance.

James has /or is serving as

                   Ordained as a Deacon since 1989.                                                        Founder of the Edmond Christian Sports Association

                   Founder of the Edmond Upward  youth program.                            Founder of the Edmond Church Sports Association.

Darian Andersen, General Counsel

Darian brings over 49 years’ experience to AFEPI with his background in Estate Planning and Asset Protection for individuals who want to shield assets from Probate and loss due to Nursing Home expense as well as liability from unrelated claims.

Darian’s objectives mirror those of AFEPI which is to provide efficient and effective services to individuals and extending his efforts to our client’s and their companies.

Darian is married, with 8 children. He speaks Spanish and Portuguese.

 

Hobbies include  Racquetball, computers and family activities.   

He has served on YMCA Board of Directors,   

Boy Scouts of America Scoutmaster, a member of troop committee, and

various church leadership positions.

Frank R. McManus, Associate

      Contact Frank at

         918-650-2053

 fmcmanus1@gmail.com

Frank brings over 23 years of experience to American Family Estate Preservation, (AFEPI). 

Frank serves Tulsa, Okmulgee, Checotah and the surrounding area. Call Frank for you Estate Planning and Retirement Needs.

He began his career with a prominent Life Insurance Company followed by 17 years as a licensed  Insurance and Financial Services Representative and advisor, as well as Agency Manager of Farmers Insurance Agency in Okmulgee, OK.

Frank has been involved with AFEPI for over 5 years, providing educational information and serving his clients with their Estate Planning needs.

Frank is blessed with the gift of music and of song. He currently serves at the Dewar Baptist Church in Dewar, OK.

Frank is married, has one child and enjoys golf and travel.

Frank holds a strong sense of obligation to help his clients and his desire to serve exemplifies our motto of "We want to be there when you need us the most".

 

Any questions or thoughts?

We are always happy to help out!