Stacey Curtis joined Trust Company Oklahoma as an administrative assistant in 2010 and was eventually promoted to trust officer.
Now, as senior vice president and director of corporate retirement plan solutions, she’s committed to delivering results for her clients.
Her success is built on the ability to actively listen and understand the goals and objectives of her clients, combined with her skill at making connections and finding the right solution.
In the past, Stacey held a number of positions at BOK Financial, including retirement plan and business development specialist, senior vice president and business development officer, and vice president in the retirement plans and asset services division.
Bachelor’s degree, Corporate Finance, Arkansas State University
Certified Trust and Financial Advisor (CTFA)
Stacey volunteers her time in the nursery at Redeemer Covenant.
Over the years, she has supported a number of organizations, including Children’s Mercy Hospital, Boys Hope Girls Hope, Family and Children’s Services, Jenks Southeast Elementary, and Christ the Redeemer Lutheran Church.
An active member of Orange Theory, Stacey enjoys spending time with her husband and children, playing table tennis, pickleball, and tennis.
They also love traveling adventures such as zip lining in Costa Rica, jumping off high rocks in Hawaii, and hiking the Hollywood Hills.
Born and raised in northeast Arkansas, they frequently travel to the area to visit family.
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.
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