RETIREMENT PLAN SOLUTIONS articles

STACEY CURTIS

Stacey is a highly experienced senior vice president and director of Trust Company of Oklahoma’s Retirement Plan Solutions division. She previously worked within our Trust Administration division. Along with her previous experience at TCO, Stacey worked as a retirement plan and business development specialist at BOK Financial. Her expertise allows a unique perspective and a passion for finding innovative solutions that meet the needs of her clients.  

Stacey’s success is built on her ability to actively listen and understand her client’s goals and objectives, and her skill at making connections and finding solutions to meet their diverse needs. Stacey holds a Bachelor’s Degree in corporate finance and has earned her CTFA designation, providing her with the expertise to navigate the complexities of the trust and financial services industries. 

Born and raised in northeast Arkansas, Stacey and her husband frequently travel to the area to visit family. They have 2 children in the Jenks school district and enjoy spending time together playing table tennis, pickleball, tennis, and riding around the neighborhood on their golf cart. They also love traveling adventures such as zip lining in Costa Rica, jumping off high rocks in Hawaii, and hiking in the Hollywood Hills.

HOLLY FERGUSON

Holly Ferguson joined Trust Company of Oklahoma is 2023 and is a senior vice president in our Retirement Plan Solutions division. Holly brings extensive expertise in retirement plan design and consulting, compliance, ERISA, and retirement plan corrections. She is a trusted business advisor to clients of all sizes, providing guidance and expertise in retirement plans, executive benefits, and compensation planning.

With a BA in economics and an MBA, Holly has a deep understanding of financial and business principles. She leverages this knowledge to develop retirement plan strategies that align with her clients’ objectives while ensuring compliance with complex regulations and requirements. 

Holly’s dedication to excellence is reflected in her numerous licenses and designations. She is enrolled to practice before the IRS as an enrolled retirement plan agent (ERPA) and also holds the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator™ (QKA®) designations from the American Society of Pension Professions and Actuaries (ASPPA). Holly has been a member of ASPPA since 2010. These credentials demonstrate her expertise and commitment to staying up to date on the latest trends and best practices in the retirement plan industry.

Beyond her professional achievements, Holly is an active member of her community. She currently serves on the Parent Leadership Council at Northeastern University and previously served as president, treasurer and membership director of organizations in North Carolina. Holly is a Tulsa native and is excited to make an impact in the Tulsa community. 

LINDSAY BIVIN

Lindsay Bivin joined TCO in 2008 as an operations specialist in the Retirement Plan Solutions division. She was then promoted to Retirement Plan Solutions specialist and currently serves as assistant vice president.

Lindsay’s responsibilities include client and participant relations, legal plan document design, and monitoring plan operations.

Prior to her employment with TCO, her work experience involved provider relations, program coordination, marketing, and accounting.

Lindsay earned her bachelor’s degree from the University of Central Oklahoma while majoring in business management.

She is a member of the Tulsa Employee Benefits Group and has served as a member of the Family & Children Services Brainiac Ball committee since 2014. Lindsay also serves as a member of CURA for the world annual Gala fundraiser committee.

VICKY BROWN

Vicky Brown joined Trust Company of Oklahoma in July 2007 as a retirement plan compliance associate in the Retirement Plan Solutions division. She was promoted to vice president in 2023. Her responsibilities include compliance, client and participant reporting, ERISA regulated testing, and tax reporting for employee benefit plans.

Prior to joining TCO, Vicky worked in property management and construction accounting for 15 years at American Residential Group, GBR Properties, and Leinbach Company.

Vicky holds the Qualified 401(k) Consultant (QKC) designation and the Qualified 401(k) Administrator™ (QKA®) designation from the American Society of Pension Professionals and Actuaries (ASPPA). She is a member of the Tulsa Employee Benefits Group and the ASPPA.

DEBI J. COMBS

Debi Combs has been with TCO since 1989. Her expertise includes retirement plan design and consulting, compliance and ERISA testing, systems administration, as well as client and tax reporting. 

Debi began her career at Utica National Bank in 1983, working in both the energy and trust departments. Debi is enrolled to practice before the IRS as an enrolled retirement plan agent (ERPA). She also holds the Qualified Pension Administration (QPA) and Qualified 401(k) Administrator™ (QKA®) designations from the American Society of Pension Professionals and Actuaries. 

She has been a member of the American Society of Pension Professionals and Actuaries since 2004 and a member of the Tulsa Employee Benefits Group since 1995, previously serving on their steering committee. Debi is a graduate of Leadership Tulsa Class 52 and remains active in the organization. She previously served as treasurer and member of the board of directors of Coffee Bunker, a nonprofit peer-run support center for veterans in Tulsa.

JULIE URIARTE

Julie Uriarte joined Trust Company of Oklahoma in April 2013 as an assistant vice president. She was then promoted to vice president in December 2023. 

Julie leads the compliance department in our Retirement Plan Solutions division. Her expertise and responsibilities include plan design and consulting, as well as ERISA regulated compliance testing and tax reporting for employee benefit plans. 

Before joining TCO, Julie served as a human resources consultant for ONEOK. Prior to her employment with ONEOK, she was a human resources business partner with Community Care HMO. 

Earning her bachelor’s degree from the University of Kansas, Julie majored in political science and Spanish with a minor in French. She then earned her master’s degree in public administration from the University of Oklahoma. 

Julie holds both her Professional in Human Resources (PHR) and Society for Human Resource Management — Certified Professional (SHRM-CP) certifications. She also holds her Qualified 401(K) Administrator™ (QKA®) designation from the American Society of Pension Professionals and Actuaries. Additionally, Julie was licensed as a Certified Public Accountant (CPA) in 2021.

Julie is a member of the American Institute of Certified Public Accountants, the American Society of Pension Professionals and Actuaries, and the Tulsa Employee Benefits Group, previously serving on their steering committee. 

Julie has two elementary age children who attend the School of Saint Mary. She currently holds the vice president position in their Home & School and will serve as president of the organization the following school year. Julie is also enrolled in Leadership Tulsa Class 70.