View INSTANT Quotes


We started to help consumers purchase the right life insurance policy. As you probably know, there are several types of life insurance. With access to all the top rated life insurance companies, we take pride in offering indexed universal life insurance, universal life insurance, whole life insurance and term life insurance.  Our specialty is using Indexed UL and Whole Life insurance in tax-free retirement planning. In many instances we are able to use banks to help in financing these policies.  We finance our homes, businesses and automobiles, we can show you how to use financing for larger tax-free income streams in retirement and larger wealth transfer to beneficiaries.


Doug Mitchell has been in the insurance industry since 1995. Starting out he was a representative of Horace Mann Insurance Company focusing on educators. Later he moved on to work with New York Life Insurance Company insuring business owners, professionals, and their families. In 2005, Doug founded Ogletree Financial to offer his clients more options from many companies. By expanding the number of carriers available, he could better tailor the needs of his clients.

Doug graduated from Auburn University with a degree in finance. He is a Top of the Table member of Million Dollar Round Table and earned his Chartered Life Underwriter (CLU) designation through the American College. He also served two years as president of the Auburn-Opelika Association of Insurance and Financial Advisors. Doug stays abreast of the latest trends in the insurance industry with daily reading, conversing with colleagues, and maintaining his knowledge with consistent continuing education.

Holly Mitchell’s background in insurance goes back to 1985 when she worked for New York Life. Upon graduating from Auburn University with a degree in marketing, she earned her real estate license and was a Realtor selling residential real estate for fifteen years. She also served as president of the Lee County Association of Realtors.

Holly moved back to the insurance industry in 2008 to work with her husband Doug. Her previous insurance experience and background in working with clients made for a perfect transition.


We can advise you for life insurance and retirement planning.