TCO In The News articles

Whittney Stauffer Joins Friends of Finance Board of Directors

Whittney Stauffer

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 Arens

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 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.

Tulsa World: TCO Promotes Mock, Gallus, and Ghosn. Hires Priebe, Jimenez.

From Tulsa World

Tulsa, Okla., July 26th, 2020: Trust Company of Oklahoma (TCO), the oldest and largest independent trust company in the state, is proud to announce the promotions of Philip D. Mock to Chief Investment Officer (CIO), Nick Gallus to Director of Investment Research, and Bri Ghosn to Controller. In addition, TCO has hired John Priebe and Jackie Jimenez as Assistant Vice President and Compliance Officer, respectively.

PHILIP D. MOCK

As Chief Investment Officer (CIO) and member of the Board of Directors, Philip D. Mock, CFA, CPA, CFP® will manage TCO’s investment portfolio. He joined the company in 2016 as a portfolio manager. Since then, he has been helping clients achieve long-term goals by developing a tailored investment plan. Prior to that, he worked at Mariner Wealth Advisors, at BOK Financial and at PwC, LLP. Philip holds a master’s degree in Accounting and Bachelor’s in Accounting and Sociology – all from Oklahoma State University. He is a certified public accountant (CPA) and a Certified Financial Planner™ professional. Philip is a member of the Oklahoma Society of CPAs and the American Institute of Certified Public Accountants.

NICK GALLUS

Director of Investment Research Nick Gallus, CFA joined TCO in 2014, where he serves as a portfolio manager in the Investment Management Division. In his new role, Nick will analyze, assemble and design investment strategies for TCO’s clients and assist with the implementation of their investment portfolios. Nick has more than a dozen years of experience in the investment management industry, spending the first half of his career as a securities analyst at several different firms. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Oklahoma. Nick also has experience as a credit analyst of high yield bonds and structured products. A native of Minnesota, Nick earned his Bachelor’s degree in Business, Finance from the University of Minnesota in 2003 and his MBA from the University of California, Berkeley in 2013.

BRI GHOSN

Vice President and Controller Bri Ghosn, CPA, CFP®, CDFA® will have responsibility for all accounting-related activities. She joined TCO in 2018 after working at Mariner Wealth Advisors for five 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. 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 (CDFA®) designations. She graduated from Northeastern State University with a Bachelor’s in Business Administration with an emphasis in Accounting.

JOHN PRIEBE

John Priebe will provide TCO clients with investment management advice. John came to the firm from Mariner Wealth Advisors, where he worked as a Wealth Advisor. His duties there included analyzing risk, financial planning, and investment management for private clients and family offices. Prior to that, John spent 12 years working at Northern Trust in various roles across the country. John graduated from North Central College with a Bachelor’s in Small Business Management and from Lynn University with an MBA in Investment Management. John holds the Certified Financial Planner (CFP®) designation. He is a member of the CFA Society of Oklahoma, and a CFA Level II candidate.

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).

Both John and Jackie add a lot of value to our group of professionals. With their experience working with individual and institutional clients, along with their strong knowledge of investment management and auditing, John and Jackie will help us serve clients with the highest level of expertise,” stated James F. Arens II, president and CEO of the Oklahoma asset management firm.

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 $5 billion in client assets from their offices in Tulsa and Oklahoma City.

Protecting Your Loved Ones

Oklahoma families now have the right to install monitoring cameras in assisted living residents’ rooms. This could help avoid abuse and neglect, but also provide peace of mind during lockdowns. Read Lesa Creveling’s article on Tulsa World.

ViewPoint – Our Offices Are Open

Our offices are open and our professionals continue to serve you. Read more.

Tax Day Delayed To July 15

As COVID-19 grips the nation, the IRS delayed the deadline to file and pay federal income taxes. Read more.

Our Response To COVID-19

Our offices are open and our services continue uninterrupted. Read more.

Investment survival in unpredictable times

Markets are plummeting. Don’t panic. Don’t sell out. Stay the course.

ViewPoint – Congratulate Our Professional Team

Let’s raise a glass to the new year! We have two new officers and several professionals have been promoted.

ViewPoint – Great News About Our Professional Team

Summer was busy at TCO with some great achievements by our professional team and two new officers joining our firm.

Michael Fogli, MD Discusses Heart Disease Prevention

St. John’s Clinic’s cardiologist joins TCO in raising awareness about heart diseases and supporting of the Tulsa Heart Walk.

A message from the Desk of Tom Wilkins

It is always a pleasure to recognize the professionals who earned promotions and well deserved professional accreditations. Read more.

Our Commitment

We opened our doors for business over 37 years ago, not yesterday. We are not a start up, pressured for quick results. Read Joe Ray’s letter.

Tulsa World: Matt Matheson Joins Trust Company of Oklahoma

Matt, who has over 20 years of experience as a trust and estate attorney, joins a team of talented and seasoned trust administrators. At TCO, Matt will serve individuals, families and organizations with trust services and advising them on their estate planning needs.

Catholic Foundation of Oklahoma Golf Classic

It’s golf season and we continue our support for nonprofit organizations dedicated to serving Tulsa and Oklahoma City. TCO is a Double Eagle Sponsor of this year’s Golf Classic benefiting the Catholic Foundation of Oklahoma.

Swing for Sight

We are proud to support the 43rd Swing for Sight, a fundraising golf tournament benefiting Vizavance and its commitment to providing vision screenings to all children so they may reach their full educational potential.

Tulsa World – 5 Questions With Thomas Wilkins of Trust Company of Oklahoma

Celebrating his 20th year ahead of Trust Company of Oklahoma, Tom Wilkins knows the meaning of the words consistency and change. He has lead the Oklahoma-based company through many market ups-and-downs, continuous changes and consistent commitment to clients.

Please Help Us Welcome Joe Ray, Veteran of Trust Administration and Asset Management

Introducing Senior Vice President and Manager of the Oklahoma City Region Joe Ray.

Our Highest Achievement: Letters from future entrepreneurs.

We are a proud sponsor of Junior Achievement Biztown, a program that combines in-class learning with a day-long visit to a simulated town. Every once in a while, students who visited Biztown write us letters about their experience. Read excerpts.

TCO is a proud sponsor of the Parkinson’s Walk & 5k

It’s an opportunity to raise awareness and celebrate the lives of over 15,000 Oklahomans living with Parkinson’s Disease.

GTR News: Whittney Stauffer Joins TCO

In the News: OKC Office New Location

The OKC office moved. Stop by to see the new place.

Whittney Stauffer Joins Trust Company of Oklahoma

Tulsa, Okla., March 6th, 2017: Trust Company of Oklahoma is pleased to announce that Whittney Stauffer has joined our team as vice president. At TCO, she will serve high net worth individuals, families and organizations.

Edie Roodman Woman of the Year

Trust Company of Oklahoma is proud of our OKC Advisory Board member Edie Roodman.

Viewpoint: A message from the desk of Tom Wilkins

It’s always my pleasure to share our good news in Investment Perspectives, and this news usually comes in the form of new team members to serve you.

TCO’s New Line of Business

Trust Company of Oklahoma is proud to introduce TCO Title Services, LLC.

5 Questions: Lesa Creveling, Trust Company of Oklahoma

Featured in the Tulsa World on December 27th, 2013, is 5 Questions: Lesa Creveling, Trust Company of Oklahoma.

Michael Hopper Joins Trust Company of Oklahoma

TULSA, Okla. (Sept. 17, 2013) – Trust Company of Oklahoma has named Michael Hopper Assistant Vice President of its corporate compliance department.

Business Viewpoint: Bob McCormick analyzes Fed’s position on interest rates

Featured in the Tulsa World on May 13th, 2013, Bob McCormick explains what is likely to happen to bond investments when interest rates go up.

Taylor, Medina Join Trust Company of Oklahoma

TULSA, Okla. (May 1, 2013) – Melissa Taylor, J.D., LL.M., and Julissa Medina, MPA, PHR, have joined Trust Company of Oklahoma as vice president and assistant vice president, respectively.

5 Questions – TCO is a Trust & More

Featured in this Tulsa World article published November 2, 2012.

Financial Abuse of Elders: Know the Signs

Byers Joins Trust Company of Oklahoma

TULSA, Okla. (August 8, 2012) –Trust Company of Oklahoma has hired Ben R. Byers as a senior vice president in the Central Oklahoma Division.

Jamie O’Shields Joins Trust Company of Oklahoma

Oklahoma City – Jamie O’Shields has joined Trust Company of Oklahoma as assistant vice president.

Zac Reynolds Joins Trust Company of Oklahoma

TULSA, Okla. (June 12, 2012) –Trust Company of Oklahoma has hired Zac Reynolds as a vice president in the investment division.

TCO targets accelerated growth in consulting services

For individual trustees this means we can take the heavy load of the day-to-day work off of them while they still retain control and oversight.

Trust Company seeks growth for OKC office

The manager of Trust Company’s Oklahoma City office, discusses the company’s attractive growth prospects in the market.

5 questions with Thomas W. Wilkins

Trust Company of Oklahoma (TCO) is a leader in asset management.

Trust Company of Oklahoma Offers Myriad of Services

Many people think you need a trust to do business with Trust Company of Oklahoma (TCO).

Ask questions before selecting financial adviser

Are you getting ready to hire a financial advisor to manage your wealth?

Managing trusts takes honesty and people skills

Do you ever wonder if you have what it takes to be a trust officer?

Charitable Giving Can Be A Family Affair

Even with a turbulent stock market and an uncertain tax environment, our clients continue to make gifts to their favorite charitable causes.

Tax Breaks for estates, gifts may not last

The world of estate and gift tax has never been known for exciting plot twists. But 2010 turned in to a real cliffhanger.

Stanley Joins Trust Company of Oklahoma

TULSA, Okla. (Feb. 23, 2011) – Trust Company of Oklahoma has named David Stanley as Senior Vice President and Manager of the Oklahoma City Region.

Fed’s QE2 offers cause for concern

Chief among the Fed’s reasons for QE2 is that the agency believes lower interest rates will spur economic activity in the form of home buying, corporate investment and consumer spending.

Joanna Murphy joins Tulsa Utica office

Trust Company of Oklahoma has named Janna Murphy as a trust and financial adviser in the company’s Utica office.

Get to know your Social Security options

Financial security remains one of the top three issues for most Americans.