Meet the people
behind your financial confidence.

Meet our team

Dana Davis

Vice President & Retirement Plan Recordkeeping Manager

Biography

Dana Davis joined Trust Company Oklahoma in 1991, serving in the operations division. She was promoted to trust officer in 1995, assistant vice president in 2005, and vice president in 2007.

Currently, she oversees the retirement plan services operation group, where she keeps record of contributions, loan transactions, distributions, and reallocations for employee benefit plans.

A Tulsa native, Dana has more than 30 years of experience in the trust and banking industry and previously worked with Bank of Oklahoma in the finance department and in investment operations.

Meet the people
behind the promise

Since 1981, we’ve helped individuals, families, and organizations preserve their wealth, navigate uncertainty, and build lasting financial legacies — all with one guiding mission: to give you financial peace of mind.

Expertise Rooted in Purpose

Our advisors aren’t just credentialed professionals; they’re your neighbors, mentors, and advocates. From volunteering locally to guiding client legacies, we believe trust is built through service both inside and outside the office.

Insights From the TCO Team​

Explore articles, perspectives, and practical advice from our team. Each piece reflects the values, expertise, and client-first mindset that define our work at TCO.

Retirement is often viewed as a financial destination, but in reality, it’s the beginning of a new phase of life. The first year of retirement is when years of saving,
TCO Insights Team
During your working years, liability protection is often viewed through the lens of future earnings and income potential. Retirement brings a different perspective. As income from employment becomes less central,
TCO Insights Team
Couples frequently spend months planning the details of their wedding day, from the venue decor to the reception entertainment. Yet many spend no time ensuring their new spouse is legally
TCO Insights Team

Ready to start a conversation?​

Whether you're planning for retirement, managing a trust, or just exploring your options — let’s connect.​

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.