Charlotte McLanahan

FIC

Charlotte McLanahan

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Charlotte McLanahan
At work

At work

At work

Why I do what I do

Why I do what I do

I am so blessed to make a living by helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also help my community with our fraternal programs and activities. It’s very rewarding.

I serve members in…

my hometowns of Oklahoma City and Edmond. I have members throughout Oklahoma.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

individuals and families just starting on their financial path, those approaching retirement or already enjoying retirement, and small-business owners.

I attended…

Oklahoma State University.

I am very proud of…

starting my career with Modern Woodmen in 2003 and being named the Oklahoma Excellence Awards' Newcomer of the Year. The following year, I received the Rookie of the Year award. I'm also proud of earning the Fraternal Insurance Counselor designation.

Before Modern Woodmen, I…

worked for two large mutual life insurance companies, beginning in 1990. Prior to working in financial planning, I managed the personal lines department of a small, independent property and casualty insurance agency. Before that, I was a savings counselor and mortgage lender. These early career experiences helped prepare me for my Modern Woodmen members today.

I chose Modern Woodmen because…

of all the wonderful fraternal programs it offers to members and their communities. I was truly amazed how many benefits I can share with members, many of which have been life-changing for them.

The best part of my career is…

helping people plan their financial futures and feel secure that they've taken the necessary steps to provide for the retirement they want. I also like helping them provide financial security for their loved ones in the event of death.

A favorite moment in my career was when…

I saw members' years of planning pay off by having money when they needed it for their children's college educations, retirement income or a dream vacation. Equally rewarding was the relief a family felt from being provided for after a loved one's death. I realized that life insurance doesn't make the death of a loved one any easier, but the money, time to grieve and ability continue their dreams prevent the situation from being worse.

“I serve members in my hometowns of Oklahoma City and Edmond. I have members throughout Oklahoma.”
At home

At home

At home

My life outside of work

My family includes…

my son, Josh, his wife, Amanda, and two fantastic grandchildren; and my daughter, Amber, and her husband, Kalen, who are expecting their first baby.

In my free time, you can find me…

playing with my grandson and granddaughter!

I’m passionate about…

children and grandchildren. I also love to travel!

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for the past 20 years. I lived in Oklahoma City until 1996, and have lived in Oklahoma my entire life.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

My favorite memory from a fraternal event is…

the reaction from both the recipient and people helping with a Matching Fund project. People say, “Let me know what I can do to help,” and really mean it. But often, they aren’t asked to help or don’t know how to get involved. A Modern Woodmen fundraiser helps them make an impact. The small efforts of many are a big blessing for everyone.

Current insights

Current insights

Are you ready to take a step towards a secure financial future? I can help.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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