AN INDEPENDENT APPROACH
We opened our doors in 1981, making us the oldest and largest independent trust company in Oklahoma. That tradition represents something important to us and to our clients.
Because of our independence, we’re not influenced by the priorities of someone far removed from our clients.
As a fiduciary, our obligation is to always act in our clients’ best interests – in every action we take and recommendation we offer.
We combine our established history with the experience and the skills our professionals have gained throughout the years.
Our team includes dedicated attorneys, CPAs, Chartered Financial Analysts, Certified Trust and Financial Advisors, Certified Financial Planners, Qualified Retirement Plan Specialists, and many with advanced degrees in business and the law.
We provide a wide range of wealth management solutions customized for each individual, family, foundation or organization we serve. We pursue solutions to help you protect, grow and transfer wealth.
President and Chief Executive Officer