Bios Archives - Trust Company Oklahoma

CASSIA CARR

Cassia Carr joined Trust Company Oklahoma in 2025 and is an assistant vice president and trust advisor in our trust services division.

Brandon Rogers

Brandon Rogers joined Trust Company Oklahoma in 2025 and serves as vice president and trust advisor within the trust services division.

DANNY WHITE, CFP®, CTFA

Danny White is a senior vice president and portfolio manager in the Investment Management division at TCO’s Oklahoma City office.

KOBY CROSS

Koby Cross joined Trust Company Oklahoma in July 2025 and serves as vice president and wealth advisor in our Investment Management division.

TERRI THRELKELD

Terri Threlkeld joined Trust Company Oklahoma in April 2025 as an assistant vice president within the Operations division.

JESSIE MEDINA

Jessie Medina joined Trust Company Oklahoma in 2022 as an assistant vice president and tax manager in our Corporate division.

LIZ WALTERS

Liz Walters serves as the marketing manager at TCO, bringing more than two decades of marketing expertise to drive success in her role.

BRITTANY MORGAN

Brittany Morgan is the Human Resources Manager at Trust Company of Oklahoma.

ANNIE TRAN

Annie Tran joined Trust Company Oklahoma in 2024 as vice president within the Investment Management Agency group.

JEREMY LIPPIATT

Jeremy Lippiatt is a vice president at Trust Company Oklahoma and director of IT.

ALLIE KILLBLANE

Allie Killblane is an assistant vice president and relationship manager in the Retirement Plan Solutions division at Trust Company Oklahoma.

VANESSA FOX

Vanessa Fox joined Trust Company of Oklahoma in 2021 as marketing assistant. She was promoted to marketing officer in 2023.

Michael Fogarty

Michael Fogarty joined TCO in 2023 as a vice president in the Investment Management division.

JOSEPH MOBLEY

Joseph Mobley joined TCO in 2023, serving as an assistant vice president and portfolio manager in the Investment Management division.

Emilee Bloomfield

Emilee is an Accounting Officer and handles an array of corporate financial duties for TCO.

STACEY CURTIS

Stacey is a highly experienced Senior Vice President for Trust Company of Oklahoma’s Retirement Planning Solutions division.

MICHELLE ALVARADO

Michelle is a dedicated Trust Officer within the Oil and Gas Division at Trust Company of Oklahoma.

GARRETT GUINN, CFA

Garrett is an accomplished Assistant Vice President within the Investment division of Trust Company of Oklahoma since 2022.

HOLLY FERGUSON

Holly joined Trust Company of Oklahoma is 2023 and is a Senior Vice President in our Retirement Plan Solutions division.

TAYLOR JARRELL

Taylor is a skilled Controller within the Corporate division of Trust Company of Oklahoma, where she has excelled since joining the team in 2021.

BAYLOR CASHMORE

Kathy Turner joined TCO from State Farm Insurance in 2020 and was promoted to trust officer in 2022.

KATHY TURNER

Kathy Turner joined TCO from State Farm Insurance in 2020 and was promoted to trust officer in 2022.

MADELAINE HAWKINS

Madelaine Hawkins joined Trust Company of Oklahoma in 2021. Prior to joining TCO, Madelaine practiced at Robertson & Williams.

ANDREW KING

Andrew King joined Trust Company of Oklahoma in 2021. Prior to joining TCO, Andrew was an attorney with McAfee & Taft.

SARA SHAKLEE

Sara Shaklee joined TCO in 2016 as an administrative assistant. She was elevated to trust officer in 2021.

JARED OGLE

Jared Ogle has been with TCO since 2020. Originally joining as a land analyst, he was soon promoted to trust officer.

Whittney Stauffer Joins Friends of Finance Board of Directors

Trust Company of Oklahoma (TCO) is proud to announce that Vice President Whittney Stauffer has been elected to the Friends of Finance Board of Directors.

The slate of officers for 2020-2021 is comprised of President: Lane Wilson, Williams; Vice President: Mike Osborne, Ernst & Young; Treasurer: T. D. Eureste, ONEOK, Inc.; and Secretary: Mike Neal, Tulsa Regional Chamber.

Since 1985, the organization founded by the University of Tulsa’s Collins College of Business has brought leading business executives to TU’s campus to share their perspectives on business issues.

“Friends of Finance fosters meaningful conversations about the economy and the financial industry. As past president of the Friends of Finance Board, I have personally supported the organization over the years. TCO is extremely proud of Whittney’s commitment to serve the organization as a board member. Her experience and skills will certainly enrich Friends of Finance’s mission” stated James F. Arens II, president and CEO of Trust Company of Oklahoma.

About Trust Company of Oklahoma

Founded in 1981, Trust Company of Oklahoma provides asset management and unbiased financial advice for individuals, families and organizations in Oklahoma and throughout the country. Trust Company of Oklahoma currently manages approximately $4.5 billion in client assets from their offices in Tulsa and Oklahoma City.

JACKIE JIMENEZ

Jackie Jimenez has over a decade of experience in the accounting and auditing industry. She previously served as a Senior Auditor for firms in Texas as well as Tulsa (OK), with an emphasis in financial institutions and retirement plans.

As a Senior Auditor, she has supervised staff members and collaborated with clients to ensure internal audits, agreed-upon-procedures, or year-end audits were appropriately completed.

A native of Texas, Jackie earned her Bachelor’s in Business Administration with a major in Accounting and a Master of Science, Accounting from the University of the Incarnate Word in San Antonio (TX).

SEAN CONNOLLY

Sean Connolly is an assistant vice president and Trust Company of Oklahoma, where he supports the Real Estate Management division.

BEN REYNOLDS

Ben Reynolds joined Trust Company of Oklahoma in 2019 as senior vice president in the Retirement Plan Solutions Division.

LINDSAY BIVIN

Lindsay Bivin joined Trust Company of Oklahoma in 2008 and serves as assistant vice president in the Retirement Plan Solutions Division.

JIM SAVAGE

James Savage joined Trust Company of Oklahoma in 2019 as a portfolio manager. He currently serves as senior vice president.

RON BURKE

Ron joined Trust Company of Oklahoma 2019 as a senior vice president in the Oklahoma City region. He provides individuals, families and organizations with independent financial advice.

ANDREA ESPARZA

Andrea Esparza has been with TCO since 1999. She now oversees all trading activities. Andrea has over 25 years of experience in the trust and banking industry. Prior to joining TCO, she worked at Bank of Oklahoma and at First of America Bank.