TCO In The News articles

ViewPoint – A Letter From the Desk of Michael Hopper – January 2024

As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.

ViewPoint – A Letter From the Desk of Michael Hopper – October 2023

Learn more about recent changes at Trust Company of Oklahoma.

ViewPoint – A Letter From the Desk of Jim Arens – July 2023

We greet 2023 with hopes of a more peaceful year globally. Share in our news of recent transitions within our company.

ViewPoint – A Letter From the Desk of Jim Arens – January 2023

We greet 2023 with hopes of a more peaceful year globally. Share in our news of recent transitions within our company.

Announcements – October 2022

Trust Company of Oklahoma is proud to announce the recent achievements of two employees.

ViewPoint – A Letter From the Desk of Jim Arens – April 2022

Our Oklahoma City team is moving to an office – one that will is better serve our clients and our employees.

Knowledge Is Power

Professional guidance can pay dividends when it comes to examining your oil and gas assets.

New Features for TCO Clients

TCO is pleased to share some exciting new features for our clients, which should help make filing your tax returns easier than ever.

ViewPoint – A Letter From the Desk of Jim Arens – January 2022

We’re thankful for our families, friends, community, clients and colleagues. Plus, we have promotion announcements.

ViewPoint – A Letter From the Desk of Jim Arens – October 2021

We pride ourselves on helping take care of our clients, but did you know we can help take care of your employees as well?

ViewPoint – A Letter From the Desk of Jim Arens – July 2021

TCO is proud to celebrate 40 years of helping to protect our clients’ assets, grow their wealth and advise them for life.

ViewPoint – A Letter From the Desk of Jim Arens

The pandemic may have changed many things but one aspect of our business has not.

ViewPoint – A Letter From the Desk of Jim Arens

It is my pleasure to share with you some great news about our professional team.

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.

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 Professional Team

Dealing with a worldwide pandemic, the TCO way. Read more.

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.

Tulsa World: Ben Reynolds, Michael Hopper & Michael Hairston

Journal Record: Jessica Hendrix, Ben Reynolds and Emily Crain

BRI GHOSN: 2019 TAXOLOGIST OF THE YEAR

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.

Philip Mock Earn CFA® Designation

TCO proudly announces that senior vice president Philip D. Mock earned the Chartered Financial Analyst designation.

Tulsa World: Jim Savage and Tracey Sealy Join Trust Company of Oklahoma

James F. Arens II Named President of Trust Company of Oklahoma

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.

Ron Burke, CFP®, CTFA Joins Trust Company of Oklahoma

The oldest and largest independent trust company in the state is pleased to announce that Ron Burke joined the firm as a senior vice president in the Oklahoma City region.

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.

July 2018 ViewPoint

A message from the desk of Tom Wilkins.

Tulsa World: TCO Hires Bri Ghosn

TCO makes Long-Term Investment in OKC

Trust Company of Oklahoma Makes Long-Term Investment in the Oklahoma City Region

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.

Proud Supporter of Journalism

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.

Get to Know Us – Rhonda Kerr

A closer look at one of our team members.

January 2017 Viewpoint: A message from the desk of Tom Wilkins

A Message From the Desk of Tom Wilkins

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.

Introducing TCO Title Services

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

Elder abuse can happen to anyone. By educating ourselves and being aware of our unique situations, the risk of becoming a victim can be reduced.

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?

Trust Company Rebranding Effort Recognized

TULSA, Okla. – (Oct. 18, 2011)

‘Discipline trumps conviction’ is investment Manager’s Mantra

Published in The Oklahoman on August 22, 2011.

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.