ViewPoint – A Letter From the Desk of Jim Arens

glasses on desk

The past year has been a time of profound changes in our society. Yet, despite all the challenges that 2020 has brought to our lives, we can still be grateful for one another, for family and good health.

Thanks to healthcare workers and forthcoming vaccines we are gradually working our way out of the present crisis. So, we would like to invite you to join us in toasting to a healthier and happier 2021. In that spirit, one of the joys of writing this quarterly letter is congratulating TCO employees who have recently earned promotions.

TCO’s Board of Directors has approved the promotion of four officers who have served our clients exceptionally well. I am proud to share that Philip D. Mock, Sean Connolly, Lynn S. Bockmeulen and Brittney N. Adkisson have earned promotions.

Chief Investment Officer Philip is now also an Executive Vice President. Philip has a wealth of experience in the investment management and financial planning industry, and he joined our company in 2016.

Sean, Lynn and Brittney have been elevated to Assistant Vice President. Sean is a member of our Real Estate Management division, while Lynn serves individuals and families with trust and estate administration. She joined TCO in 2007 and has extensive experience with the wealth management as well as the oil and gas industries.

In the Corporate division, Brittney is responsible for a variety of functions, including office manager and payroll. Please help me congratulate these outstanding professionals.

Finally, it is my pleasure to introduce to you James Maddux, who has recently joined our professional team. James is a seasoned trust administrator with over 25 years of financial services experience, including trust and estate planning, investments, qualified plan consulting and banking. Prior to joining TCO, James was with BancFirst for over 16 years. He earned his bachelor’s degree in Business Administration from The University of Tulsa. James acquired the CFP® accreditation in 2003. He holds additional designations as a Certified Trust and Financial Advisor and as an Accredited Estate Planner™.

As always, we appreciate your confidence and the opportunity to serve you.

James F. Arens II, CFA
Chairman, President and CEO

(918) 744-0553
JArens@TrustOk.com