We’ve had a busy summer at Trust Company of Oklahoma. In case you haven’t visited with us lately, I’d like to personally invite you to stop by and meet our newest team members.
Both Brooke Holman and Emily Crain practiced estate planning law before joining our firm, combining over 20 years of experience helping families and businesses. They understand the complexities of trust law and are prepared to help your family or organization navigate estate planning issues and other administrative needs. Tim Hopkins and Jordan Hunt are the portfolio managers taking care of your investments day-to-day. Tim is a seasoned professional with three decades of the highest level of portfolio management experience. Jordan also has years of experience analyzing both investments and asset managers. Each of them was responsible for over a billion dollars of client investments with their prior employers.
I bring up our wealth of experience because it is the seasoned judgment – that comes with experience – that ensures your financial success through good times and bad times. This experience and judgment are hallmarks of the professionals throughout our firm, since its founding.
- We opened our doors for business over 37 years ago – not yesterday. We are not a start up, pressured for quick results. We are not new in the market.
- We rely on over 70 professionals in Tulsa and Oklahoma City to provide you with the accurate, timely, and in-depth service you expect from us.
- We plan to be here for many more years so that future generations of your family can walk in, sit down with us face-to-face and receive the advice and management your family deserves.
- We are a fiduciary: we owe you the duty of loyalty, are bound ethically to act in your best interests, and are committed to the highest care for your financial needs.
In the near future, I or one of the team members will reach out to visit. In the meantime, don’t hesitate to contact me if you have any questions regarding your assets under our management. I can be reached at (405) 840-8401 or JRay@TrustOk.com.
Once again, thank you for trusting us to serve you.
Senior Vice President