Bios articles
ROBERT A. MCCORMICK, CFA
Bob McCormick has returned temporarily to the TCO to serve as a portfolio manager. He also serves on the company’s board of directors.
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.
BRITTNEY ADKISSON
Brittney Adkisson joined TCO in 2015 as executive assistant to the CEO and the COO. She was promoted to assistant vice president in 2020.
JARED OGLE
Jared Ogle has been with TCO since 2020. Originally joining as a land analyst, he was soon promoted to trust officer.
JAMES L. MADDUX
James Maddux has 25 years of financial services experience, including trust and estate planning, investments, qualified plan consulting and banking.
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.
Trust Company of Oklahoma Promotes Jim Arens to Chief Executive Officer, Michael Hopper to Chief Operating Officer
Tulsa World, July 26, 2020
James F. Arens II, CFA is Trust Company of Oklahoma’s new Chief Executive Officer (CEO) and Michael Hopper, CFP®, CTFA its Chief Operating Officer (COO). Thomas W. Wilkins is retiring as CEO after thirty years with the Tulsa-headquartered firm. Tom will continue to serve on the company’s Board of Directors.
James F. Arens, II
Jim joined Trust Company of Oklahoma (TCO) in 1997. For 12 years, he served as the company’s Chief Investment Officer and became President in 2019. Jim is also a member of TCO’s Board of Directors. He earned a Bachelor’s in Finance and Accounting from Southern Methodist University and an MBA from the University of Texas at Austin. Jim holds the Chartered Financial Analyst designation, is past president of the CFA Society of Oklahoma and is active in the CFA Institute.
Jim serves on Tulsa’s Gilcrease Museum National Board, the Asbury United Methodist Church Administrative Council and as Chairman of the University of Tulsa Student Investment Fund Board. He also serves on the investment committees for Holland Hall and the University of Texas MBA Student Investment Fund. Additionally, he is a member of the Young Presidents Organization (YPO) in Tulsa.
“Jim has demonstrated dedication to our clients and to the company for over two decades. His experience as Chief Investment Officer at TCO, along with his management skills, are two of the many reasons why our company is in great hands,” stated Thomas W. Wilkins. “I can’t wait to see TCO continue to grow under Jim’s leadership,” he added.
Michael Hopper
Michael has been with TCO since 2013. He is an Executive Vice President, a member of the Board of Directors, and Manager of the Agency Division. Michael serves individuals, families and businesses with trust management, retirement planning and financial advice. Prior to joining TCO, he accumulated nearly 10 years of insurance and investment experience.
Michael has a Bachelor’s of Business Administration in Economics from the University of Oklahoma. He is the current President of the Tulsa Estate Planning Forum. Michael is a Certified Financial Planner (CFP®) professional and holds the Certified Trust and Financial Advisor designation.
About Trust Company of Oklahoma
Trust Company of Oklahoma is the oldest and largest independent trust company in the state, with locations in Tulsa and Oklahoma City. Founded in 1981, the firm provides asset management and unbiased financial advice for individuals, families, and other organizations in Oklahoma and throughout the country. TCO currently manages approximately $4.5 billion in client assets.
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.
REBECCA MITCHELL
Rebecca Mitchell joined Trust Company of Oklahoma in 2018. Before coming to the company, she worked for Family & Children’s Services for almost three years.
MICHAEL HOPPER
Michael Hopper, president, chief executive officer, and member of our Board of Directors, has been with Trust Company of Oklahoma since 2013.
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