Trust Company of Oklahoma

10/02/2026

Medicare Annual Enrollment runs through December 7th.

It is a great time to review your current plan and ensure your coverage, prescription formularies, and doctor networks still fit your needs for 2027.

Explore our simple review checklist here:
https://www.trustok.com/medicare-2027-key-coverage-changes-to-review-before-december-7/

09/29/2026

We are thrilled to welcome Ry Whiteman to Trust Company Oklahoma as Senior Vice President!

Throughout his career, Ry has built a reputation as a trusted advisor to individuals, families, and business owners across our region. He excels at helping clients protect their assets, plan seamless legacy transfers, and navigate major financial transitions with total confidence.

Ry truly embodies our commitment to intentional wealth management. His approach is rooted in clear purpose, active listening, and customized strategies tailored to every client’s unique goals. At TCO, Ry will continue providing the steady guidance and high-touch service his clients have always relied on.

Welcome to the team, Ry!

Explore wealth management strategies with insights from Ry Whiteman, an expert in retirement plan compliance and administration.

09/21/2026

Celebrating 20 years of dedication, expertise, and leadership!
Please join us in recognizing Raylene Willis Rogers, Vice President and Oil & Gas Land Specialist, on her 20th work anniversary at Trust Company Oklahoma.
Since joining TCO in 2006, Raylene has been an invaluable part of our team. Her deep knowledge in oil and gas lease negotiations, title curative work, legal compliance, and acquisitions has consistently delivered exceptional results and peace of mind for our clients. Beyond her daily impact, her active involvement in the Tulsa Association of Petroleum Landmen and the American Association of Professional Landmen highlights her dedication to industry excellence.
Raylene, thank you for two decades of outstanding service, steady leadership, and unwavering commitment to our clients and community. We are incredibly fortunate to have you on our team!

09/18/2026

Building a legacy that lasts requires intentional action and a long-term strategy. At Trust Company Oklahoma, we partner with individuals, families, and businesses to provide thoughtful wealth management tailored to your vision for the future. Whether you are preserving generational wealth or planning your next milestone, our team is here to help you navigate every step with confidence. Connect with us today at TrustOK.com to start building a foundation for generations to come.

09/16/2026

We are thrilled to celebrate our very own Whittney Stauffer, who was recently named one of TulsaKids Magazine’s Impactful Women of the 918!

This recognition honors local leaders whose dedication, vision, and heart make a lasting difference across our community. Those of us fortunate enough to work alongside Whittney every day see her impact firsthand. She leads with empathy and excellence, setting a high standard through her dedication to our team, our work, and the broader Oklahoma community.

Please join us in celebrating Whittney and sending her a huge congratulations on this well-deserved honor!

Read her full feature below:
https://www.tulsakids.com/impactful-women-of-the-918-whittney-stauffer/?utm_source=gemini

As senior VP at Trust Company of Oklahoma, Whittney Stauffer helps individuals, families and charitable organizations plan for the future.

09/14/2026

We celebrated 401(k) Day last week with a round of 401(k) trivia and a focus on long-term goals.

The Friday after Labor Day serves as an annual reminder: the end of the year is approaching, and now is the ideal time to review your retirement savings.

Three quick steps to optimize your 401(k) today:
• Increase your contribution by just 1%.
• Confirm you are maxing out any employer match.
• Rebalance your portfolio for the rest of the year.

Setting yourself up for the future can be fun. How are you prepping your savings for year-end?

09/01/2026

Holding onto tax returns from 2012 "just in case"?

Clutter isn't security. Knowing what to keep, what to digitize, and what to shred is.

We put together a clear guide to document retention so you can simplify your records and protect your financial privacy with confidence.

Read the full breakdown: https://www.trustok.com/simplify-your-records-a-smart-guide-to-document-retention/

Retirement is often viewed as a financial destination, but in reality, it’s the beginning of a new phase of life. The first year of retirement is when years of saving, investing, and planning are put into practice. While many retirees focus on the freedom retirement brings, financial planning rema...

08/11/2026

We are proud to partner with the Oklahoma City Nonprofits in Action Podcast to spotlight the meaningful work happening at Positive Tomorrows.

Stream the latest episode to learn how their team is supporting Oklahoma children and families experiencing homelessness and providing stability for the future.

https://www.okcnonprofitspodcast.com

Trust Company Oklahoma: Intentional Wealth Management.

07/31/2026

Retirement is not a finish line. It is the start of a brand-new chapter.

As you transition from a saving mindset to a spending mindset, having a clear roadmap makes all the difference. Our latest article covers key ways to manage cash flow, navigate healthcare, and align your resources with your personal goals.

Download our First-Year Retirement Financial Planning Checklist within the post to evaluate your readiness: https://www.trustok.com/the-first-year-of-retirement-turning-your-financial-plan-into-reality/

Trust Company Oklahoma: Intentional Wealth Management.

07/20/2026

We are proud to support the OKC Nonprofits in Action Podcast and highlight the incredible work being done by our friends and clients at Sunbeam Family Services.

Tune in to hear CEO Sarah Rahhal and Angie Gaines discuss how they are strengthening families across Oklahoma.

https://www.okcnonprofitspodcast.com/sunbeam

Trust Company Oklahoma: Intentional Wealth Management.

Our latest episode features Sunbeam Family Services as we talk with CEO Sarah Rahhal and Angie Gaines about the various ways Sunbeam is strengthening families throughout Oklahoma!

This episode is sponsored by the generous support of Trust Company Oklahoma.

Find this episode on your favorite podcast platform or on YouTube!

Go to www.okcnonprofitspodcast.com/sunbeam for all relevant links.