Tulsa Utica

We are trained to handle the complex duties of  trusts and estates, the unique planning needs of   multi-generational families and  just being there to help all of our clients with life’s decisions. We work with your legal and tax advisors to ensure that your financial goals and intent are carried out, now and for future generations. The strong relationship we have with our clients is an invaluable benefit when we are called upon during difficult times.

 

If you would like to discuss our personal trust services, please call Paul Kallenberger at 

918-745-2400.