Meet the people
behind your financial confidence.

Meet our team

Whittney Stauffer, CFP

Senior Vice President & Wealth Advisor

Biography

Whittney Stauffer joined Trust Company Oklahoma as a vice president of trust services in 2017 and is now director of client engagement.

She has experience in investment and wealth management, financial planning, and providing banking and financing services to individuals, endowments, and foundations.

As a vice president with JPMorgan Private Bank, she provided comprehensive wealth management, banking, and lending services and connected clients to the firm’s broader resources and specialists.

BBA, Finance, University of Oklahoma

Certified Financial Planner® (CFP)

Whittney is an active member of the Tulsa Midtown Chapter of the National Charity League, a mother-daughter service organization.

In addition to being a Leadership Tulsa graduate (Class 55), she is a member of Harvard Avenue Christian Church.   

In the past, she served as a trustee for the Philbrook Museum of Art, board president of The Pencil Box, board member Tulsa’s Friends of Finance, and member of the Junior League of Tulsa.

Whittney lives in Tulsa with her husband and their two children. When she is not chasing after the kids, she relaxes by spending time at the lake, skiing in the mountains, and cheering on the Oklahoma Sooners football team.

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 Whittney Stauffer, CFP

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.

Empower yourself against digital risks with practical tips to safeguard yourself and loved ones in today’s interconnected financial landscape.
Whittney Stauffer
Senior Vice President & Wealth Advisor

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