POWER 2021 BANKING AND FINANCE
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POWER 2021 BANKING AND FINANCE n INTRODUCTION............................................ 2 Billy Taylor, Armstrong Bank.................................................14 Randy Thurman, Retirement Investment Advisors, Inc...........14 n POWER LIST Michael Kloiber, Tinker Federal Credit Union.........................15 Jill Castilla, Citizens Bank of Edmond.....................................3 Jason Robinson, Edward Jones............................................17 Dan Boren, First United Bank..................................................3 Reeve Tarron, Legacy Bank..................................................17 Patrick Rooney, First National Bank of Oklahoma....................5 Jenee Lister, Lister McDonald Group....................................18 Alicia Wade, Valliance Bank....................................................5 Bryan Cain, First National Bank & Trust Co............................18 David Stanley, Full Sail Capital................................................6 Mary Blankenship Pointer, Frontier State Bank.....................20 Scott Mabrey, Mabrey Bank....................................................6 GROUP PUBLISHER Terry Shelby, Great Plains Bank............................................20 Kyle Brownlee, Wymer Brownlee Wealth Strategies................7 Lisa Blossman Greg Womack, Womack Advisers .........................................22 Melissa “Mel” Barnes, Oklahoma State Bank..........................7 Mary Wolf, Prosperity Bank....................................................8 Darin Kent, Regent Bank......................................................22 INTERIM EDITOR Richard Parry, Tom Johnson Investment Management..........10 Jerry Boyles, The First State Bank........................................24 Joe Dowd Troy Appling, The Bankers Bank ..........................................24 LaDonna Sinning, Arledge & Associates................................11 Tony Shinn, Bank of America................................................12 Tom O’Keefe, INTRUST Bank ...............................................25 ADVERTISING DIRECTOR Sarah Barrow Matt Pollock, Watermark Bank..............................................12 Shannon O’Doherty, Commerce Bank of Oklahoma ..............26 Hilarie Blaney, BancFirst.......................................................13 Keith Goddard, Capital Advisors Inc .....................................26 A list is worth much more than money SPECIAL PUBLICATIONS WRITER Chip Minty COPY & WEB EDITOR By Chip Minty Ron Clay RESEARCHER Katherine Baber Our businesses, our investments and of top leaders to compile our power the financial security of our families list of Oklahoma’s top bankers and hinge on the myriad of services our investment professionals. MULTIMEDIA SALES banks and financial institutions provide Within the following pages, readers EXECUTIVES Vicki Madden daily. The professionals who comprise who look closely will discover what Shelly Sanderson this industry are so efficient and is most important to professionals Laura Watts effective that most of us take their working in Oklahoma’s financial services for granted. industry. The list comprises a GRAPHIC DESIGNER Stopping at the bank, dropping by talented and dedicated group with Sloan Marion an ATM or logging in for an on-line extensive, specialized educations and transaction are as routine as visits to careers brimming with decades of AD PRODUCTION Noah Daum the grocery store or the gas pump. experience. But, at the center of all We don’t think about the billions of the regulations, the technology, the dollars these bankers and financial investing and reporting, there is a professionals move every day so the common thread that connects them economy can hum as though it’s on to their work. automatic pilot. From top to bottom, these pros In recognition of the indispensable place the people they serve ahead role of those who work within our of everything else. We hope you state’s banks and financial services enjoy our Power 2021 Banking and sector, we have reached out to dozens Finance Section.
THE POWER L I S T JILL CASTILLA PRESIDENT AND CEO CITIZENS BANK OF EDMOND Castilla brings world-class innovation, enterprise to community banking Jill Castilla, president and CEO of Citizens Bank of Edmond, joined the bank in 2009 and transformed the small, struggling institution into one of the most innovative community banks in the nation. Most recently, Castilla has partnered with entrepreneur and billionaire Mark Cuban and the financial technology community to create the award-winning PPP.BANK website to help small businesses navigate the federal government’s Paycheck Protection Program with a digital application and forgiveness calculator. The website supported hundreds of thousands of site visitors during the 2020 economic crisis. Castilla is a visionary, an inventor, a social media influencer in the financial services industry, and a frequent keynote speaker on leadership, banking and technology. She serves as an appointed civilian aide to the secretary of the U.S. Army, as dean of Southwest Graduate School of Banking at Southern Methodist Operating from the same downtown University and presidential adviser to the University of Central Oklahoma. She Edmond location where it was founded, also is an appointed member of the Federal Reserve Bank of Kansas City’s Citizens Bank of Edmond has been delivering Community Depository Institutions Advisory Council. community-centered financial solutions for 1992 to 1996. Before her career in community banking, Castilla served in management customers and businesses for 120 years. The roles at the Federal Reserve Bank of Kansas City and she was an enlisted She also serves on the boards of the Last Frontier Council for the Boy independent institution holds more than member of the Oklahoma National Guard. Scouts of America, the YMCA of Greater Oklahoma City, Mercy Hospital – West $320 million in assets and continues to offer a broad range of award-winning services She and her husband of 26 years, retired Lt. Col. Marcus Castilla, are the Oklahoma region, Allied Arts and the Edmond Chamber of Commerce. She is and products at its locations in Edmond and parents of three children, with one currently attending the U.S. Naval Academy the founder of Heard on Hurd, a family-friendly street festival that draws more Oklahoma City. and their oldest an Army officer and graduate of the U.S. Military Academy at than 200,000 attendees annually into downtown Edmond, generating $30 Citizens Bank of Edmond is a nationally West Point. million in local economic impact. recognized leader in innovation, with patent- Castilla has a master’s degree in economics from the University of Oklahoma She was recognized among this year’s 100 Most Influential People in pending, self-service technology delivering and a bachelor’s degree in finance from Hawaii Pacific University. She also FinTech by FinTech Weekly, and she was named one of the Most Powerful small business support in its downtown has participated in the Executive Leadership Program at the University of Women in Banking by American Banker in 2020. She also was named Banker Edmond and Midtown locations. For more Pennsylvania’s Wharton School of Business. of the Year by Cornerstone Advisors in 2020 and she was recognized as 2020’s information, visit http://mycitizens.bank. Newsmaker in Banking and Finance by The Journal Record. Castilla served in the U.S. Army and Oklahoma Army National Guard from DAN BOREN CHIEF BANKING OFFICER AND PRESIDENT FIRST UNITED BANK Boren fosters economic growth through proven leadership As chief banking officer and president of Oklahoma for First United Bank, Dan Boren works with 19 communities in 31 locations to help foster economic growth. Prior to joining First United in January of 2020, Boren served as president of corporate development for the Chickasaw Nation, helping to drive the nation’s business diversification strategy. In this capacity, Boren served on numerous boards within the Chickasaw Nation that cut across the technology, health, financial services and energy sectors. Prior to joining the tribe, Boren represented Oklahoma’s 2nd Congressional District in the U.S. House of Representatives for four terms before retiring in 2013. While in Congress, he played a leadership role on Native American issues, serving as the ranking member of the House Natural Resources Committee’s subcommittee on Indian affairs. Established in 1900, First United has more He also worked to shape key national economic recovery policies as than 85 bank, mortgage and insurance a member of the House Financial Services Committee. Additionally, locations throughout Texas and Oklahoma. It Boren’s service includes time on the House Armed Services Committee is one of the largest, well-capitalized banking Producers Alliance and he is chairman of Sovereign Asset Management. and House Permanent Select Committee on Intelligence, where he organizations in the Southwest with assets earned a reputation for working with members of both parties to pass He also is a board member for the Last Frontier Council of the Boy of more than $10 billion, and it is among the largest privately held community banking laws that strengthened U.S. defense and national security. Scouts of America, the Oklahoma Foundation for Excellence, Swift MD, organizations in the United States. First Infinity Capital Partners and Soldier Strong. He is an advisory board Before election to Congress in 2004, Boren served in the Oklahoma United provides a full range of financial member for Leadership Oklahoma and the U.S. Global Leadership House of Representatives and was the first freshman state lawmaker services, including banking, mortgage, Coalition. He is a graduate of Leadership Oklahoma Class 17. ever elected caucus chairman. insurance, investment products and services, Boren earned his bachelor’s degree in economics at Texas Christian and the bank is dedicated to inspiring and Boren continues to find ways to contribute to his community. He University and an MBA in international business from the University empowering others to Spend Life Wisely. currently serves on the boards of the Jasmine Moran Children’s Learn more at FirstUnitedBank.com. of Oklahoma. He lives in Edmond with his wife, Andrea, and their two Museum, Seminole State College Educational Foundation, OU Children’s children. Hospital Foundation, Oklahoma Academy and Domestic Energy MARCH 2021 THE POWER LIST IN BANKING AND FINANCE | 3
The Directors, Officers, and Associates of First National Bank of Oklahoma congratulate Patrick T. Rooney for his selection as one of Oklahoma’s Most Powerful People in Banking and Finance. Your invaluable leadership as Chairman & CEO has charted our course and created the vibrant and strong organization we enjoy today. Oklahoma City l Ponca City l Tonkawa www.fnbok.com Congrats ALICIA WADE | PRESIDENT & COO POWER 2021 BANKING & FINANCE HONOREE
THE POWER L I S T PATRICK ROONEY CHAIRMAN FIRST NATIONAL BANK OF OKLAHOMA Rooney giving back to OKC community in variety of ways As chairman and controlling shareholder of First National Bank of Oklahoma, Patrick Rooney is a lifelong community banker. The Muskogee native acquired the bank in 2002. Since then, he has assembled a new management team and sharpened the bank’s focus with two new Oklahoma City banking offices, new products developed and a hand-picked staff to serve customers. In addition to his work in community banking, Rooney plays key civic roles within the community. He currently serves as chairman of The Education and Employment Ministry (TEEM), which is an Oklahoma City nonprofit organization dedicated to breaking cycles of incarceration and poverty through education, personal development, and work readiness training. Chartered in 1917, First National Bank of Oklahoma recently celebrated its 100th Rooney also is chairman of New View Oklahoma, a nonprofit anniversary. The bank is built on a foundation agency that assists people with vision loss, and he is chairman America. of integrity, providing individual service and of the Oklahoma Student Loan Authority. long-term relationship banking. He has received numerous community service awards, Rooney also serves as a trustee of the Inasmuch Foundation, including The Leadership in Transformation award from TEEM, St. Anthony Hospital Foundation, and Oklahoma City University. The President’s Award and Community Service Award from He is a community adviser for MetaFund, which supports social The Rotary Club of Oklahoma City, A Silver Beaver Award and impact projects that create quality jobs, health and educational Second Century Society award from Last Frontier Council Boy services. Scouts of America and The Paragon award from Leadership OKC. Rooney is a former trustee of OKC MAPS for Kids and the Rooney has a bachelor’s degree in English and economics United Way, and he is a past president and current board from Trinity University in San Antonio, Texas. He and his wife, member of the Last Frontier Council of the Boy Scouts of Marianne, have three sons and six grandchildren. ALICIA WADE PRESIDENT AND COO VALLIANCE BANK Wade takes community banking to national level As president and chief operating officer for Valliance Bank, Alicia Wade oversees all departments, including bank and branch operations, human resources, compliance, cybersecurity, physical security, information technology, marketing, and deposit growth. With nearly 24 years of banking experience and 14 years with Valliance Bank, Wade embraces the community banking spirit and has a passion for strategic planning and mentoring future bankers. She attended the University of Central Oklahoma in Edmond, where she studied finance. Her career in banking first began while she was in school, working as a part-time teller at United Bank. After graduation, she briefly dabbled in real estate, then began working at Arvest Bank, serving as assistant branch Established in Oklahoma City in 2004, Valliance manager and helping open the very first Oklahoma Arvest branch Bank is a financial partner to business owners and inside a Walmart store. executives interested in customized solutions for their banking needs. A true community bank, Valliance In 2001, she was given the opportunity to return to community Government Relations Counsel at the OBA, Wade advocates for has grown to include banks in downtown Oklahoma banking as the operations supervisor at Exchange National Bank community banks and bankers across Oklahoma. Through her City, Norman, McKinney and Fort Worth, Texas, all in Moore. chartered to focus specifically on the needs of their involvement with the OBA, she has rallied for banks in Washington Fully immersed in the Oklahoma community, Wade serves on D.C., and she has met with legislators to inform them about the local customers. Valliance has assembled a team of friendly bankers the board at the Oklahoma Bankers Association and Government important roles that community banks play and how their decisions who are responsive and willing to do whatever it takes Relations Council and was the past chairman of the OBA affect small business owners, main streets, and communities. to satisfy customers’ needs every day, which is what Compliance School and Operations School. She furthered her The pandemic and CARES Act allowed Wade to engage with they call “Relationship Banking.” education by graduating from the Southern Methodist University bankers nationwide to assist them in their PPP endeavors. Through relationship banking, Valliance engenders Graduate School of Banking in May of 2018. In 2021, she was loyalty by understanding customers’ goals and invited to join the 12-person Community Depository Institutions “If 2020 taught us anything, it is that we are better together. I objectives, strategizing with them to develop plans to Advisory Council for the Federal Reserve Bank in Kansas. have always believed we are only as strong as our network and fulfill the vision for their businesses. the community banking network is unmatched in my opinion,” As a board member of the Oklahoma Bankers Association and Wade has said. MARCH 2021 THE POWER LIST IN BANKING AND FINANCE | 5
THE POWER L I S T DAVID STANLEY FOUNDING PARTNER AND CEO FULL SAIL CAPITAL Stanley makes big impact with Full Sail Capital David Stanley is one of the founding partners of Full Sail Capital and serves as the firm’s chief executive officer. He and his team formed Full Sail Capital in February 2018 with $0 in assets under management. Within three years, the firm has grown its portfolio to more than $1.3 billion under management. A 30-year veteran in the financial industry, Stanley has a passion for people, building lasting relationships and developing trust. His focus is on leading and growing the firm while adding the right people to his team. Stanley earned his bachelor’s degree in business administration with a concentration in finance from the University of North Texas in 1989. In 2004, he graduated from the Graduate Trust School at Northwestern University. He is a certified trust and financial advisor (CTFA), and he holds the Series 65 securities license. Oklahoma City-based Full Sail Capital is Prior to establishing Full Sail, Stanley was an executive vice president a registered investment adviser focused on helping individuals and families grow and member of the board of directors for a local trust company, where and manage generational wealth. As a he was responsible for the firm’s Oklahoma City region. He built a team fiduciary, they serve with a focus on integrity, of professionals that grew the assets held under management from competency, and transparency. about $180 million to more than $900 million in less than seven years. Prior to his tenure with Full Sail Capital, Stanley served as a senior vice president and senior regional investment officer in the wealth management division of a regional bank. He started his career with an Amarillo bank, where he ultimately served as a senior vice president and trust officer, managing the personal trust and oil and gas divisions. Actively involved in the community, Stanley serves as president of the Oklahoma Israel Exchange board and is a past chairman of the board for Ronald McDonald House Charities. He lives in Edmond with his wife, Kim. They have three children and two grandchildren. SCOTT MABREY CHIEF EXECUTIVE OFFICER MABREY BANK Mabrey builds relationships, empowers businesses to grow Scott Mabrey is chief executive officer of Mabrey Bank local community and has served in several capacities as a Whether clients are growing their businesses, starting their families, or just and vice president of Mabrey Bancorporation. As a leader, volunteer and leader. Recently, he has focused on economic taking care of their hard-earned money, Mabrey Bank has provided financial he values the individual contributions of the bank’s team development and local tourism through his work with the security and exceptional customer service since 1924. members and empowers them to grow, develop, and 2021 Senior PGA Executive Committee as chairman of Locally owned by the Mabrey family, the bank has continued a strong achieve their goals, a main driver for the bank’s best in the Corporate Hospitality Committee. In addition to that, commitment to core values of “professionalism, stewardship of community class corporate culture. Mabrey serves on the Executive Committee of the 2022 resources, high performance, integrity, reliability and teamwork” for almost 100 He has been with Mabrey Bank since 2001, previously PGA Championship. years. serving as president and a commercial lending officer. He is currently on the Southern Hills Country Club Board Mabrey Bank works to provide customers friendly, flexible service along with Mabrey is a true relationship banker, focused on building of Governors, Executive Committee, Long Range Planning financial offerings that rival the largest national banks. That mission – of building genuine, mutually beneficial relationships with his clients Committee, and is chairman of the Membership Committee. loyal customer relationships through a professional, positive culture – is at the and working to identify solutions to meet complex needs so He also is an active member of the Young President’s heart of Mabrey Bank creating “Solutions for Life” for its customers. businesses can grow. Organization, the Committee of 100, and Tulsa Area United The bank has 15 locations in Tulsa, Oklahoma City, Broken Arrow, Glenpool, Way’s Alexis de Tocqueville Society. Prior to his work at Mabrey, he worked in corporate Bixby, Haskell, Jenks, Muskogee, Okmulgee, Morris, Wetumka and Weleetka, and banking for Bank of Oklahoma. A graduate of the University Mabrey also has served as a member of the Holland Hall it is staffed by more than 260 professionals, providing financial services to more of Oklahoma, Mabrey earned his bachelor’s degree in Board of Trustees, Tulsa Area Chapter of the American Red than 25,000 customers and maintaining assets totaling more than $1.4 billion. history, as a Phi Beta Kappa, and then his Juris Doctorate. Cross, Friends of the Fairgrounds Foundation, ORU Athletics Mabrey has a strong commitment to investing in the Council, the City of Bixby Bond Oversight Committee and chairman of the Bixby Chamber of Commerce. 6 | THE POWER LIST IN BANKING AND FINANCE MARCH 2021
THE POWER L I S T KYLE BROWNLEE SR. WEALTH ADVISOR AND CEO WYMER BROWNLEE WEALTH STRATEGIES Founded in 1969 by R. Deane Wymer, Wymer Brownlee Wealth Strategies began as a home-based tax and accounting shop in Brownlee builds small-town firm into statewide brand Fairview. Kyle Brownlee joined the firm in 1999, and shortly A business owner, thought leader and public speaker, Kyle Finance Council and Young Presidents’ Organization. He has been a thereafter, expanded the firm’s service model to address clients’ Brownlee is a nationally recognized financial adviser skilled at regular contributor to broadcast segments for CNBC and Fox Business. broader financial needs. Over the years, Wymer Brownlee has developing and implementing comprehensive, tax-smart financial grown to include seven locations across Oklahoma, with about He has been named a “40 Under 40 Mover, Shaker and Thought plans to help clients achieve their goals. 60 employees and nearly $600 million in client assets under Leader” by CPA Technology Advisor magazine, and on multiple management. Since 2001, Brownlee has been a senior wealth adviser and occasions, Brownlee has been recognized among Oklahoma’s ‘Most Wymer Brownlee’s approach to financial planning begins with chief executive officer of Wymer Brownlee Wealth Strategies. After Admired CEOs’ by The Journal Record. His firm has been named understanding clients’ values, goals and all available resources. By graduating from Oklahoma State University with a Bachelor of one of the best places to work in Oklahoma and in the country by seeing the big picture of a client’s financial life, the firm can provide Science degree in accounting and a minor in finance, he joined the Accounting Today magazine. more strategic, tax-efficient advice for families and businesses. firm as a tax accountant when it was only a five-person team with Since 2009, Brownlee has been one of the top-15 producing The firm integrates a variety of services, including retirement and a single location in Fairview. He led the firm’s evolution to begin advisers out of more than 3,000 supported by a national broker education planning, cash flow and debt management, insurance, offering holistic financial planning, investment management and dealer focused on tax-smart investing. estate planning, investment management, tax preparation, business insurance solutions, which resulted in hundreds of new clients and accounting and consulting. significant revenue growth for the company. His most important job, however, is as husband to Marissa and father to their four sons. Brownlee is a member of the national, invitation-only Forbes MELISSA “MEL” BARNES CHIEF OPERATING OFFICER OKLAHOMA STATE BANK One of the state’s oldest banking institutions, Oklahoma State Bank was established in February 1909 in Mulhall. The bank expanded to a second and third branch in 1986. After the 89er Bank of Coyle closed, OSB bought Barnes serves many roles over 25-year banking career its assets and built a new branch on Main Street in Coyle. Melissa “Mel” Barnes, chief operating officer for Oklahoma State and banking data platforms. Mel joined OSB in 2014 after positions with The Waterloo branch in north Edmond was built Bank (OSB), has spent more than 25 years in central Oklahoma’s several other prominent Oklahoma banks. around the same time. Both the Waterloo and Coyle banking industry, serving roles such as management, training, business branches were closed in 2015. OSB built its Guthrie Throughout her career, Barnes has embraced many changes and development, treasury management, marketing, deposit operations, sales branch in 1996, then expanded into Norman in 2012. technological developments within the banking industry, and as an and customer support. A new Norman branch, a showpiece of modern Accredited ACH Professional, Barnes has more than 20 years of banking architecture, was built in 2014. Now in its She began her career in ATM and bank card operations, then moved experience with online banking platforms, merchant card services, mobile 112th year of continuous operations, Oklahoma State on to developing internal curricula to train tellers, new accounts and call- banking and online bill pay. Bank has locations in Mulhall, Guthrie, Edmond and center support staff. In January 2020, she became one of the first state bankers to offer Norman and a loan production office in Oklahoma In the early 2000s, Barnes helped launch one of Oklahoma’s first solutions to Oklahoma’s burgeoning cannabis industry, providing deposit City’s Midtown District. Remote Deposit Capture programs, which changed the way commercial services and online tools that are available to every other industry. account holders conduct their deposit business. Barnes’ volunteer work includes serving various United Way of Norman Her early experience also includes management of compliance, security agencies and boards, and she is a graduate of Leadership Norman. MARCH 2021 THE POWER LIST IN BANKING AND FINANCE | 7
THE POWER L I S T MARY WOLF SENIOR VICE PRESIDENT PROSPERITY BANK Proven leader Wolf shows results at Prosperity Bank As senior vice president of Prosperity Bank, Mary banking and commercial lending positions with Wolf has grown a portfolio of middle-market clients Mellon Bank and PNC Bank in Pittsburgh, and later Since 1983, Prosperity Bank has provided services that sim- from $0 to $55 million in three years, winning with Bank of Oklahoma, Bank One and UMB Bank plify customers’ financial needs. The bank believes in building recognition as Top Producer in 2018 and Power in Oklahoma City before joining Prosperity Bank in genuine relationships and providing positive experiences at Banker of the Year in 2020. 2017. every touchpoint from in-person to digital services. Customers find knowledgeable associates ready to serve with accuracy. She leads a team of financial service partners Wolf earned a Bachelor of Arts degree in As of Dec. 31, 2020, Prosperity Bancshares Inc. is a $34 that provide clients with state-of-the-art treasury economics from the University of Notre Dame. She billion Houston-based regional financial holding company, services as well as corporate trust, capital market also participated in the Mellon Bank Commercial providing personal banking services and investments to consumers and small to medium-sized businesses throughout and wealth management solutions. Her relationship Lending Credit Training Program and the Mellon Texas and Oklahoma. development expertise complements her ability to Bank Wholesale Training Program for Commercial The bank believes in a community banking philosophy, tak- build a solid client base that drives revenue growth. Lenders. ing care of customers, businesses, and communities, providing financial solutions. In addition to traditional deposit and loan Wolf is a proven leader and team builder with an Wolf serves on the board of the Notre Dame Club products, Prosperity offers digital banking solutions, credit and ability to direct strong teams in managing customer of OKC and she serves on the Greater Oklahoma debit cards, mortgage services, retail brokerage services, trust relationships and providing banking services. City Chamber Ambassador Committee. She also is and wealth management, and treasury management. a member of Rotary Club 29, and the OKC Golf & Her 35-year career in banking includes corporate Country Club. . . . J O U R N A L R E C O R D ’ S B E S T O F . . . Mary Wolf 2021 POWER PEOPLE IN BANKING & FINANCE Be a part of Oklahoma’s most-used We applaud you for reference source. Advertise in The your leadership and Journal Record’s 2022 Book of Lists. the positive impact you make throughout Promote your company in this our community and the great state of essential part of our readers’ business Oklahoma! development, growth and success. Buy Now and Still Get Choice Positions Publication Date: December 27, 2021 SENIOR VICE PRESIDENT Space and Ad Copy Deadline: October 29 PROSPERITY BANK Contact your Journal Record Multimedia Sales Executive or Sarah Barrow (405) 278-2830 3333 Northwest Expy. | Oklahoma City, OK 73112
JR-MAB-Book of List-Testimonials_Power 2021.pdf 1 2/24/21 8:54 AM Our Client Partnerships Are Built on the Same Values We’ve Had for Over 100 Years: Trustworthy “While other banks have let me down, we’ve found Mabrey is true to their word. They value service, transparency, and quality, just like we do.” Matt McGee Founder & President, Mach Energy Services Partners “I can’t stress enough how transparent and helpful Mabrey has been to us. They are a true partner with values that align with our own business.” Ryan & Valerie Morrison Owners, The Morrison Group Detailed “Mabrey has saved me thousands of dollars a year by paying attention to the details. They take a personal interest in my success, and it shows.” Julia Kirkendall Kirkendall Interior Design MABREYBANK.COM | 888.272.8866 | MEMBER FDIC
THE POWER L I S T RICHARD PARRY PRESIDENT & CHIEF INVESTMENT OFFICER TOM JOHNSON INVESTMENT MANAGEMENT LLC Oklahoma City-based Tom Johnson Investment Management was founded in 1983 Parry serves broad range of clients at Tom Johnson Investment and the firm reports more than $1.6 billion in assets under management. Richard Parry has been president, chief investment officer holder of Series 6, Series 63 and Series 65 securities The firm services a broad range of clients, and owner of Tom Johnson Investment Management LLC licenses. such as pensions, profit sharing and 401(k) since 2003. Prior to taking over leadership, he served as plans, individuals, individual retirement Parry is an Oklahoma Medical Research Foundation board the firm’s senior vice president and portfolio manager. member, serving as chairman of the board’s Technology accounts, foundations, banks, insurance companies, public funds, corporations, and A veteran of the financial industry, Parry has held Transfer Committee. He is an Oklahoma City University sovereign funds. positions with First Investment Management Corp. and First board member and is chairman of the board’s Investment Tom Johnson specializes in building separately managed accounts for each client to National Bank & Trust Co. of Oklahoma City. Committee. He is also a past adjunct professor. accommodate their personal objectives. Services Parry earned a Bachelor of Science degree in business He is a member of Rotary Club 29, past president of the include independent research, individual stock from the University of Colorado and a master’s degree in Oklahoma Society of Financial Analysts, a director of the and bond selection, professional investment management, and client service. business administration from Oklahoma City University. Economic Club of Oklahoma, and a member of The Fortune He also is a Chartered Financial Analyst as well as a Club and Leadership Oklahoma City. BUSINESS | PERSONAL |MORTGAGE | LENDING Your FIRST Choice in Banking As the oldest state banking charter in Oklahoma, we know the importance of having strong leadership and relationships in our communities. We have been your banking partner since 1902, and we are committed to growing Oklahoma Businesses. From business checking accounts to construction lending The First State Bank has all the services and products you need.Visit us online 24/7 or make an appointment today! 3030 NW Expressway, Ste.130 | Oklahoma City, OK 73112 | 833-782-6500 | thefirstsb.com
THE POWER L I S T LADONNA SINNING PARTNER, CPA, CFE ARLEDGE & ASSOCIATES Sinning contributes leadership in Oklahoma accounting community Arledge & Associates Partner LaDonna Sinning has more than an emphasis in finance, Summa Cum Laude, from the University of two decades of public accounting experience along with a wealth Oklahoma, and she graduated Summa Cum Laude with a Bachelor of experience as a bank examiner for the Federal Reserve Bank of of Science degree in accounting from Southwestern Oklahoma State Many people view an accountant like a historian, Kansas City. University. as someone to handle last year’s taxes or audit. That is not the approach at Arledge & Associates. The While with the Federal Reserve, Sinning was the 2004 recipient of A member of the American Institute of Certified Public Accountants, firm’s professionals apply experience and expertise, the President’s Award for her efforts with a national group drafting Association of Certified Fraud Examiners and the Oklahoma Society coupled with a hands-on approach to client bank internal controls guidance for the Federal Reserve Board. In her of Certified Public Accountants, Sinning has written and instructed service, to utilize the past as a tool to look forward, public accounting practice, she has experience as an auditor, fraud various courses, including “Communications Between You & Your anticipating issues and identifying opportunities, investigator and consultant. Auditor,” “Capital Assets for Local Governments,” and “You, Me and to maximize return for clients. A dynamic team As a partner and shareholder in the firm, Sinning directs the FDIC.” She also served as an instructor for the Federal Reserve of professionals with a proven reputation for honesty, integrity and excellence in its work, numerous audits of municipal and tribal governments, not-for- Board in Washington, D.C., during her tenure with the Federal Reserve. the firm is made up of best-in-class accountants profit organizations and privately held concerns. She also provides Sinning is married with one daughter, who is a competitive figure and business consultants. Since 1983, Arledge & fraud investigation and other consulting services, including internal skater. Sinning is a past president of the Oklahoma City Figure Skating Associates has provided individuals, businesses, controls assessments, compliance reviews and banking relationship Club and she fills her spare time with skating-related activities. government entities and nonprofit organizations assistance. Her contributions have played a role in the firm’s doubling She is committed to helping her community with active hands- with accounting and auditing services they can in size during her years as a partner. on engagement, including recent service as an emergency foster depend on. Sinning holds a master’s degree in business administration with care home. Congratulations, Congratulations, Dan Boren Kyle Brownlee! Power – just like money – is great to have, but it’s how you use it that mat- Nominated for ters. We’re proud of your Power 2021 vision, generosity and influence and that you use Banking and them to do big things for our clients and commu- Finance nities. Congrats on being named a power finance executive, KB! 512 N Broadway Ave Oklahoma City 13900 N. Portland Ave., Suite 210 (405) 246-1700 Oklahoma City, OK 73134 405 748 4000 FirstUnitedBank.com wymerbrownlee.com Member FDIC. Equal Housing Lender. NMLS# 400025.
THE POWER L I S T TONY SHINN SENIOR RELATIONSHIP MANAGER AND MARKET PRESIDENT BANK OF AMERICA The face of Bank of America, Shinn makes community impact Bank of America’s Tony Shinn wears two hats as a Throughout his daily interactions with business leaders, business leader in Oklahoma City. He serves as a senior employees and community stakeholders, he leads the Bank of America is one of the world’s leading financial institutions, relationship manager for Global Commercial Banking company’s corporate social responsibility efforts to drive serving individual consumers, small and middle-market businesses, and and market president for Bank of America’s operations in responsible growth and deliver unmatched capabilities to large corporations with a full range of banking, investing, asset manage- central Oklahoma. customers and clients. ment and other financial and risk management products and services. The company is a global leader in wealth management, corporate and With more than 40 years of service in the financial Shinn currently serves on the board of the Oklahoma investment banking, and trading across a broad range of asset classes, industry, Shinn has spent his entire banking career in Bankers Association and he is actively engaged in the serving corporations, governments, institutions and individuals around Oklahoma City, beginning with First National Bank, where Economic Club of Oklahoma, Foundation for Oklahoma the world. Bank of America serves clients through operations across the he held roles in commercial lending and private banking. City Public Schools, United Way of Central Oklahoma, United States, its territories and approximately 35 countries. Shinn joined Bank of America in 2005 and has served as and the Oklahoma State University Foundation Board of In central Oklahoma, Bank of America provides consumer banking market president since 2007. Governors. He is a graduate of Oklahoma State University services, including home loans, small business banking, consumer in- and has an MBA from Oklahoma City University. vestment and merchant services through its 12 financial centers. Wealth In his global commercial banking role, Shinn delivers management services are delivered by Merrill Financial Advisors locat- products and services to large companies. Through Shinn and his wife, Kelly, have been married for 41 ed in two local offices. Commercial banking services also are delivered enhanced technology solutions, Shinn and his team help years and are native Oklahomans. Their son and daughter locally through a team of bankers in downtown Oklahoma City. clients improve their bottom lines. live in central Oklahoma with their families and Shinn has As Bank of America’s Oklahoma City market president, four grandchildren. Shinn is the local face of one of the world’s largest banks. MATT POLLOCK CO-FOUNDER, PRESIDENT AND CEO WATERMARK BANK With 60 local investors and $28 million in initial capital, Watermark Bank was chartered in January 2019 as the first new startup bank in Oklahoma Pollock blazes trail with newly chartered Watermark Bank since the financial crisis. Watermark is a boutique bank focused on providing financial services for Matt Pollock is the co-founder, president and chief executive chairman of a publicly traded regional bank with oversight of entrepreneurs, small and medium-size businesses, officer of Watermark Bank, a newly chartered bank that opened Oklahoma, Kansas and Colorado. the medical community and family offices. in 2019. He is a board member for the Young Presidents Organization and The bank takes pride in being a trusted adviser, taking the time to know its clients and their He has been actively engaged in banking in the Oklahoma the Gap Between Foundation. In the past, Pollock has served on vision. Built with a team that represents some of market for 20 years, and Watermark Bank was the first startup boards for the Greater Oklahoma City Chamber, YMCA of Greater the Oklahoma City community’s most respected bank in Oklahoma since the financial crisis of 2008, raising $28 Oklahoma City, American Heart Association and Allied Arts. bankers and best in class technology solutions, million in initial capital. Watermark brings the best of both worlds, which is Pollock is also a graduate of Leadership Oklahoma City Class 32 the sophistication of a larger institution, but with The bank provides client services for entrepreneurs, small and and he is a member of Church of the Servant in Oklahoma City. unparalleled personal service. midsize companies, family offices and local investment groups. He is a graduate of the University of Oklahoma and Southern Prior to founding Watermark Bank, Pollock served as regional Methodist University’s Graduate School of Banking. 12 | THE POWER LIST IN BANKING AND FINANCE MARCH 2021
THE POWER L I S T HILARIE BLANEY SENIOR VICE PRESIDENT BANCFIRST Established more than a century ago, Banc- First spans Oklahoma’s evolution from Native nations to land runs, and the transition from territory to statehood. With each passing era, Blaney brings veteran leadership to BancFirst the bank has based its business on the belief that loyalty matters. With more than 43 years of commercial banking experience in Blaney is a founding member of Impact Oklahoma Inc. and she Like many banks, BankFirst started small, Oklahoma City, Hilarie Blaney serves as a senior vice president serves on the board of Leadership Oklahoma City. She is secretary but over the years it has grown to more than serving in BancFirst’s commercial and private banking department. of the board of the Oklahoma City Ballet and she is a trustee of the 100 locations in 60 Oklahoma communities, She holds a Bachelor of Science degree in business and a Master Family Health Foundation. She is also a member of the Junior League and the bank is chartered by the state, an of OKC, OKC Chamber of Commerce, Oklahoma County Bar Auxiliary of Business Administration in finance from Oklahoma City University FDIC member, and it is consistently selected and Pi Beta Phi Alumnae. as one of America’s safest banks with total as well as degrees from the American Bankers Association National assets of nearly $10 billion. Commercial Lending Graduate School, Commercial Lending School Blaney is a graduate of Leadership OKC and Leadership Oklahoma, and Trust Auditing School. and she is the 2005 Paragon Award winner from Leadership OKC, In addition, she is a Corporate Etiquette, Business Image, 2010 Sustainer of the Year from the Junior League of OKC, 2011 Pi International and United States Protocol consultant, certified by the Beta Phi National Crest Award winner and the 2011 Women in the Protocol School of Washington in Washington, D.C. News Award winner. Here’s to the ones who rise to the challenge. Commerce Bank is proud to recognize Shannon O’Doherty, CEO, Commerce Bank — Oklahoma for being named to The Journal Record’s Power 2021 Banking and Finance List. Hilarie Blaney ON BEING NAMED ONE OF THE STATE ’S TOP BANKERS BancFirst is proud to have you on our team and congratulate you on this well-deserved recognition. commercebank.com © 2021 Commerce Bancshares, Inc. BANCFIRST.BANK WF765091 2021 Journal Record Shannon O'Doherty Congrats Ad 4.917x6.854.indd 1 3/3/2021 1:05:28 PM
THE POWER L I S T BILLY TAYLOR CHIEF EXECUTIVE OFFICER ARMSTRONG BANK Taylor provides steady leadership amid strong growth Billy Taylor is the chief executive officer for Armstrong Bank, lending. He was named president in 2004. a community bank with 31 locations across Oklahoma and Taylor began with Armstrong in 1988 as vice president and Arkansas. Taylor has been with the bank for 33 years, ensuring branch manager of the bank’s Warner, Oklahoma, location. Prior the institution lives out the mission and values of a true to Armstrong, he worked for nearly eight years as an agricultural Armstrong Bank was established as Vian State Bank in community bank. lender with the Farm Credit System. 1909, shortly after Oklahoma statehood. The Armstrong Taylor says his goal is to ensure Armstrong Bank maintains its Born and raised near Muskogee, Taylor graduated from family acquired the bank in 1922, and family members still make up most of its board of directors today. After core values of honesty, integrity, and first-class service. Oktaha Public Schools. After earning his associate degree from weathering the Great Depression in the 1930s and staying Because of Taylor’s strategic vision and leadership, combined Connors State College, he completed his Bachelor of Science strong through the Great Recession of 2008, Armstrong with the bank’s dynamic board of directors and management degree in agriculture from Oklahoma State University in 1980. Bank now serves communities across Oklahoma and team, Armstrong Bank has experienced tremendous growth and Arkansas with 31 locations and a team of more than 400 Taylor currently serves as a director on the following success in recent years. With $2.5 billion in assets, Armstrong boards: Oklahoma Bankers Association, First Life and Casualty bankers. Throughout its rich history, Armstrong Bank has always aimed to build strong communities and provide the has more than 30 locations in two states, including the addition Reinsurance Co., and Muskogee County Industrial Trust Authority. high level of service its customers deserve and have come of five locations in central Oklahoma and five locations in to expect. northeast Oklahoma in 2020. He completed Graduate School of Banking of the South (now The bank’s corporate values are an extension of the Arm- Graduate Banking School of Louisiana State University) in 1991 Taylor served as president and CEO of Armstrong Bank for and the National Commercial Lending School in 1992. strong family’s values and are an overwhelming reason many years before transitioning to his current role as CEO and why Armstrong Bank has been faithfully serving custom- Taylor enjoys ranching and resides in Muskogee with his wife ers and communities for more than a century. member of the bank’s board of directors. He joined the board in 1992 while working as executive vice president and head of of 35 years, Kristi. RANDY THURMAN CHIEF EXECUTIVE OFFICER RETIREMENT INVESTMENT ADVISORS INC. Thurman leads team of fiduciaries at Retirement Investment Advisors Retirement Investment Advisors CEO Randy Thurman is a certified financial planner, a certified public accountant and a personal financial specialist who entered the asset management and planning business in 1986. Thurman is a member of the South Oklahoma City Rotary Club, the Greater Oklahoma City YMCA board of directors and the Oklahoma Society of CPAs. In 2012, he was named the Outstanding CPA in Financial Planning by the Oklahoma Society of CPAs. Thurman holds four degrees, including an MBA from Oklahoma State University, and is the author of several books, including “The All-Weather Retirement Portfolio,” “More Than a Millionaire” and the soon to be re- released book by Forbes Publishing, “The Worry-Free Retirement Based in Oklahoma City, with offices in Edmond and Guide to Finding a Trustworthy Financial Advisor.” Frisco, Texas, Retirement Investment Advisors Inc. is proud that all its advisers are certified financial planner professionals, a distinction that requires additional training. The firm is approaching $1 billion in assets under management. The financial professionals at Retirement Investment Advisors are fiduciaries who help clients navigate the twists and turns of the retirement path. Through every stage of life, they focus on the client’s best interests first. Not only is it their business model, but it is also their lawful duty as fiduciaries, and they work only for a fee, not a commission. As fiduciaries, they do not sell prod- ucts or accept incentives to represent financial products. This eliminates many potential conflicts that do not contribute to a client’s financial goals. 14 | THE POWER LIST IN BANKING AND FINANCE MARCH 2021
THE POWER L I S T MICHAEL KLOIBER PRESIDENT AND CEO TINKER FEDERAL CREDIT UNION Tinker Federal Credit Union is the largest credit union in Oklahoma, with more than 415,000 members and more than $5 billion in assets. For more than 75 years, TFCU has been helping members achieve their goals and realize their dreams. After 25 years at Helm, Kloiber still serving TFCU and community As a not-for-profit, member-owned financial cooperative, TFCU returns profits to its Tinker Federal Credit Union President and CEO Michael Kloiber has served He is a native Oklahoman, born in Tulsa and raised in Oklahoma City, and members through financial education, higher in the financial industry for 43 years, with the last 33 years at TFCU. Kloiber has lived in south Oklahoma City for more than 66 years. He earned a Bachelor dividends on deposits, lower interest rates on has held his current position for the past 25 years, and previous positions have of Science degree in elementary education and a master’s degree in business loans and low or no fees on service. included senior vice president and chief operations officer, and vice president of administration, from the University of Central Oklahoma. operations. Kloiber has served on the boards of many community and civic As TFCU’s president and CEO, Kloiber works closely on day-to-day operations organizations, including the Better Business Bureau of Central Oklahoma, as well as with the bank’s board of directors and senior management team the Credit Union Shared Service Centers Inc. of Oklahoma, the Midwest City to ensure the credit union offers efficient electronic and personal services to Chamber of Commerce, Hispanic Chamber of Commerce of Oklahoma City, and members. the University of Central Oklahoma Foundation. THE JOURNAL RECORD PLAQUES O rder a plaque today and leverage your article that was featured in The Journal Record. You will first need to finalize your article pdf, then select the plaque specifics that you’d like and the plaque will be delivered in approximately two weeks. Plaque size is the article plus an TRIM OPTIONS BORDER OPTIONS additional 3” in width and an additional 3” in length (to allow for one inch border all around and 1/2” beveled edge beyond the border.) Article size range: from 8 1/2” x 11 sheet to 11” x 17” depending on GOLD length of article. BLACK SILVER MAHOGANY BLUE Choices for the “trim” Choices for the “border” are black, mahogany or blue. (beveled edge and the line around the article) PDF $199.00 Gold or Silver SINGLE PLAQUE $299.00 To order your plaque please contact Lisa Arnold at 717-323-5213 LArnold@bridgetowermedia.com
CONGRATULATIONS, Mary, for being named one of Oklahoma’s most Powerful People in Banking! We are PROUD to have you on the Frontier State Bank team! Frontier State Bank is a Community Bank that has serviced the Metro Oklahoma City Area for more than 46 years with the same, local ownership. Our passion is providing Great Customer Service to all customers, large or small. Frontier is a full-service Bank specializing in: • Commercial Loans for equipment, vehicles, operating lines of credit and inventory • Commercial real estate loans for owner occupied and investment properties • Consumer Loans • Treasury Services • Merchant Services • Commercial and Consumer deposit accounts • Offering among the highest Depository and CD Rates in Oklahoma Stop by and let Mary and the rest of the Frontier Team show you what Personalized Banking is all about. Frontier State Bank – The NEW Frontier in Banking. Frontier State Bank FRONTIER 5100 S. I-35 Service Road state bank Oklahoma City, OK 73129 405.672.7831 l www.frontier-ok.com
THE POWER L I S T JASON ROBINSON FINANCIAL ADVISOR EDWARD JONES Edward Jones, a Fortune 500 company Robinson sets financial course following family tragedy headquartered in St. Louis, provides financial As the only African-American Edward Jones financial adviser in started his career with Edward Jones in 2013 and now serves services in the U.S. and, through its affiliate, Oklahoma, Jason Robinson is inspired by his own personal experiences clients from his Norman office in the Franklin Business Park, where in Canada. Every aspect of the firm’s business, to help clients grow, protect, and enjoy their money while maintaining a he earns trust, and develops tailored financial strategies to help his from the investments offered to the location of branch offices, caters to individual investors. legacy they can leave to future generations. clients achieve their financial goals. The firm’s 19,000-plus financial advisers serve Born in California before moving to Oklahoma as a teen, Robinson Robinson will complete his certified financial planner certification more than 7 million clients with a total of $1.5 remembers the devastation his family experienced when his father this spring. trillion in client assets under care. passed away unexpectedly. He was a senior at the time, and he and He is a member of the President’s Roundtable at Mid-America his family felt the impact of not having life insurance, investments or a Christian University and he has served on the council of the financial plan for the future. Watching his family struggle to determine Cleveland County YMCA. Robinson has been an Edward Jones what to do next inspired Robinson to learn how money worked so his Diverse Inclusion Leader from 2018-2020, and he is currently family would never have to be in a position like that again. serving as an Edward Jones field trainer. Following graduation from Norman High School, Robinson went Robinson has been married to his wife, Emily, since 2015 and on to attend Mid-America Christian University on a basketball they have a daughter. scholarship, earning a Bachelor of Science degree in finance. He REEVE TARRON SENIOR VICE PRESIDENT LEGACY BANK At the crossing of the Red Moon Trail and the Anadarko Mission Trail in Hinton, a bank opened in 1902. Today that bank is Legacy Bank, currently the 21st-largest bank in Okla- homa, employing 165 people across 10 Okla- homa locations, serving customers in all 50 Community banking is Tarron’s focus states. The privately owned community bank is committed to building and growing banking Now in his 15th year at Legacy Bank, Reeve Tarron serves as a senior Tarron is an avid cyclist, and member of the Oklahoma Bicycling Society, relationships and improving the communities vice president of lending, responsible for managing numerous commercial who spends much of his time on his bike running errands or making collateral it serves. loan relationships, with a focus on real estate projects involving historic inspections on city streets or exploring the city’s growing trail network. rehabilitation, adaptive reuse, and commercial construction. He is also a longtime-member and has served in numerous leadership Tarron grew up in Edmond and graduated from Edmond Santa Fe High positions within the Oklahoma District Council of the Urban Land Institute, School before receiving his bachelor’s degree in business administration with a global organization advocating for sustainable development and walkable distinction from the Michael F. Price College of Business at the University of urbanism. He currently serves as chair of sponsorship. Reeve also is an active Oklahoma. member of the Downtown Club of Oklahoma City, a professional club focused on issues related to leadership, economic development and quality of life in He lives with his wife, Britta, and their twin sons in the Linwood Place Oklahoma City. neighborhood of Oklahoma City, the city’s first Urban Conservation District. MARCH 2021 THE POWER LIST IN BANKING AND FINANCE | 17
THE POWER L I S T JENEE LISTER SENIOR VICE PRESIDENT, WEALTH MANAGEMENT ADVISOR LISTER MCDONALD GROUP Merrill, which is part of Bank of America Corp., includes Merrill Lynch Wealth Manage- ment and Merrill Private Wealth Management Client service and friendship anchor Lister’s rewarding career and is a leading provider of comprehensive wealth management and investment services. Jenee Lister is a senior vice president and wealth management 2021, the Forbes “Best in State Advisors” list in 2020, the Forbes “Top Merrill specializes in goals-based wealth man- adviser with Lister McDonald Group, a Merrill Lynch affiliated firm. Women Wealth Advisor” list in 2020 and the Working Mother/SHOOK agement, including planning for retirement, Through her long career, she has been widely recognized for her ability Research’s “Top Wealth Advisor Moms” list in 2019. education, legacy, and other life goals. to serve clients. She also holds a Certified Investment Management Analyst (CIMA) Lister joined Merrill Lynch in 1988 and has been working ever since certification, and she earned a Bachelor of Science degree in finance to cultivate strong relationships with clients – many she now considers from Oklahoma State University. among her close friends. Inspired by their years of hard work and Lister is an Oklahoma City native, she is married to her husband, sacrifice, Lister’s goal is to help clients save for the retirement lifestyles Darren, and they have two children. that they envision. Lister has served on the St. Anthony Hospital Foundation board, and Lister’s accomplishments have been recognized on a national scale. she currently serves on the boards of Casady School, Oklahoma City She has been included on the Forbes “Best in State Advisors” list in University, and United Way of Central Oklahoma. BRYAN CAIN PRESIDENT AND CEO FIRST NATIONAL BANK & TRUST CO. First National Bank & Trust Co. first opened to the public in October 1984 in Shawnee and was later purchased by the Citizen Potawatomi Cain holds top post at First National Bank & Trust Nation in 1989. Since being purchased, First Named president and CEO of First National Bank & Trust Co. in a graduate school of banking degree from the University of Colorado. National Bank has grown and expanded to additional locations in Holdenville, Lawton, January 2020, Bryan Cain has spent more than 24 years in the Cain is focused on community development and community Granite, Mangum and Edmond. banking industry. leadership. He serves as board chairman of the Jearl Smart First National Bank and Trust Co. has total He and his wife, Rita, along with their five children, live on a ranch Foundation and on the Seminole State College Board of Regents assets of $310 million, offering services that that has been in his family for almost a century. include online banking and mobile applica- He also sits on the Seminole Nation Museum board of directors tions to help simplify the customer experi- After graduating from Wewoka High School, he received an and on the board of the Jasmine Moran Children’s Museum as well ence. associate degree from Northeastern Oklahoma State University and as the board of Shawnee Forward. He has previously served on the then earned a bachelor’s degree in agricultural economics from Oklahoma Bankers Association board of directors. Oklahoma State University. Cain says he is proud to be part of such a wonderful bank, and he Shortly after graduating, he began his banking career and gained is looking forward to First National Bank & Trust’s continued growth decades of experience, all while furthering his education and obtaining as the bank of choice in Oklahoma. 18 | THE POWER LIST IN BANKING AND FINANCE MARCH 2021
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