Annie Tran joined Trust Company Oklahoma in 2024 as vice president within the investment management agency group.
With more than 15 years of public accounting experience focused primarily on taxation, she has worked with high net-worth individuals, family groups, and not-for-profit organizations. She also spent time working for a large family office and private foundation prior to her transition to wealth advisory, where she uses her tax expertise to add a unique dimension to her financial planning approach.
Annie is a member of the American Institute of Certified Public Accountants (AICPA) and Oklahoma Society of CPAs (OSCPA) and was honored as a 2015 OSCPA Trailblazer for her contributions within the accounting community.
BBA, University of Oklahoma
Certified Public Accountant (CPA)
Annie is a sustaining member of the Junior League of Tulsa and former treasurer for the Junior Women’s Association of the Tulsa Boys Home.
She regularly spends time volunteering at the local food bank with her daughters and assists her church with weekly collection counts.
Annie, her fiancé, and their family enjoy road trips—trail riding in Colorado, hiking in Arizona, and relaxing in coastal beach towns. Flash, the family fur boss, always joins in on the fun, especially the trail rides.
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