Sara Shaklee joined Trust Company Oklahoma in 2016 as an administrative assistant, working in various capacities of trust administration. She was promoted to serve the executive team in 2020 and elevated to trust officer in 2021. She earned the title of assistant vice president in 2023.
Sara came to us after having experience in the business and legal sectors, working for a boutique firm in Tulsa specializing in civil and banking law.
She is a member of Executive Women International, serving as treasurer. She is also an active member of the Tulsa Estate Planning Forum, currently serving on the board.
BBA, Finance, Penn State University
Associate Degree, Macroeconomics, Tulsa Community College
Certified Trust and Fiduciary Advisor (CTFA)
Sara enjoys dedicating her time to supporting nonprofit organizations, especially those that serve women and children
A native Tulsan, Sara has one daughter and enjoys tennis, cooking, and travel.
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.
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.
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.
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