Guiding Clients
Since 1981
We’ve helped thousands of families, business owners, and nonprofits protect and grow their financial legacies.
We opened our doors in 1981, making us the oldest and largest independent trust company in Oklahoma. That tradition represents something important to us and to our clients.
Because of our independence, we’re not influenced by the priorities of someone far removed from our clients.
As a fiduciary, our obligation is to always act in our clients’ best interests — in every action we take and recommendation we offer.
We combine our established history with the experience and the skills our professionals have gained throughout the years.
Our team includes dedicated attorneys, CPAs, Chartered Financial Analysts®, Certified Trust and Financial Advisors, Certified Financial Planners™, Qualified Retirement Plan Specialists, and many with advanced degrees in business and the law.
We provide a wide range of wealth management solutions customized for each individual, family, foundation or organization we serve.
We pursue solutions to help you protect, grow, and transfer wealth.
Our strength lies in the talented individuals who bring passion, expertise, and dedication to everything we do. Get to know the team that’s committed to delivering excellence for you.
Stay informed with the latest perspectives, industry trends, and expert advice from the people who know it best. Explore articles crafted to help you make smarter decisions.
We’re here to help you navigate life’s financial milestones with confidence. Reach out to speak with a member of our team or explore the services we offer.