ViewPoint – A Letter From the Desk of Michael Hopper – July 2024
As we move into 2024, we want to share several promotions and additions to the Trust Company of Oklahoma team.
TCO In The News articles
ViewPoint – A Letter From the Desk of Michael Hopper – April 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 – 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
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.
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.
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.
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.
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.
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.
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.
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