Meet the people
behind your financial confidence.

Meet our team

Joseph Mobley, CFA

Assistant Vice President & Portfolio Manager

Biography

Joseph Mobley joined Trust Company Oklahoma in 2023 and serves as a portfolio manager in the investment management and wealth management divisions.

Before joining the organization, he worked as a portfolio manager at BOK Financial and as a trust investments analyst at ConocoPhillips. 

Chartered Financial Analyst®

As a Tulsa native, Joseph is deeply involved in his local community. He leads the stewardship committee for the Young Professionals Alzheimer’s Society of Oklahoma, serves on the Reading Partners Tulsa Advisory Board, and is a member of Leadership Tulsa 360 Class 74, where he also acts as a Board Intern.

When not engaged in his professional or community roles, Joseph supports the Oklahoma Sooners and enjoys exploring new Tulsa restaurants.

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.