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Jackie Jimenez, CPA

Compliance Officer & Internal Audit

Biography

Jackie Jimenez is a compliance officer with the Trust Company Oklahoma.

With more than a decade of experience in the accounting and auditing industry, she previously served as a senior auditor for firms in Texas as Tulsa, with an emphasis in financial institutions and retirement plans.

As a senior auditor, she has supervised staff members and collaborated with clients to ensure the appropriate completion of internal audits, agreed-upon procedures, and year-end audits.

Master of Science, Accounting, University of the Incarnate Word, San Antonio

BBA, Accounting, University of the Incarnate Word, San Antonio

Certified Public Accountant (CPA)

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

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