TCO makes Long-Term Investment in OKC
by The Record Journal
Trust Company of Oklahoma (TCO) is proud to introduce your team of investment management and estate planning experts.
Vice President Brooke Holman has over 12 years of experience in estate and trust law. She holds a bachelor’s and a law degree from OU. At TCO, she provides clients with estate planning strategies and trust administration services.
Senior Vice President Tim Hopkins has managed investment portfolios for over 30 years. He earned his bachelor’s from OSU and the Chartered Financial Analyst (CFA) designation. He is CPA and a Certified Financial Planner professional.
Joe Ray, senior vice president and manager of the OKC region, has over three decades of experience with personal and institutional trusts. He earned his MBA from Oklahoma City University and a bachelor’s in finance from OSU.
Investment officer Jordan T. Hunt, a graduate from the University of Missouri with an MBA from the University of Tulsa, has accumulated experience working with 401(k) plans, pension plans, endowments, foundations, and high net worth family offices. He is currently perusing the CFA designation.
Vice President Emily Crain practiced probate, trust litigation, and estate law before joining the company. She graduated from the University of Missouri and earned her law degree from the University of Tulsa. Emily is the current president of the Estate Planning, Probate, and trust section of the Oklahoma Bar.
Together, our team can help you:
- Ensure your financial well-being;
- Grow your investment assets with a tailored plan;
- Prepare for the unexpected;
- Retire comfortably without depleting lifetime savings;
- Protect and transfer assets.
Now that you’ve met our team, let us know if we can help your family achieve financial peace of mind.