Bri Ghosn joined Trust Company of Oklahoma in 2018 after working at Mariner Wealth Advisors for 5 years. Before that, she was a tax analyst for individuals and small businesses at CCK Strategies, as well as a relationship associate in trust administration for Bank of Oklahoma. At TCO, she provides individuals, families and organizations with asset management, trust administration, and retirement planning expertise.
Bri has over a decade of experience helping clients navigate the complexities of financial planning. She is a CPA and holds both the Certified Financial Planner (CFP®) and the Certified Divorce Financial Analyst (CFDA®) designations.
She graduated from Northeastern State University with a bachelor’s in business administration with an emphasis in accounting.