POWER 2021 BANKING AND FINANCE

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POWER 2021 BANKING AND FINANCE
THE 2021 POWER LIST

POWER 2021
BANKING AND FINANCE
POWER 2021 BANKING AND FINANCE
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.
POWER 2021 BANKING AND FINANCE
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
POWER 2021 BANKING AND FINANCE
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
POWER 2021 BANKING AND FINANCE
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
POWER 2021 BANKING AND FINANCE
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
POWER 2021 BANKING AND FINANCE
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
POWER 2021 BANKING AND FINANCE
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
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                                                                                                         Publication Date: December 27, 2021
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    3333 Northwest Expy. | Oklahoma City, OK 73112
POWER 2021 BANKING AND FINANCE
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

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                                                                                                               The Journal Record. You will first need to finalize your article
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                                                                                                                                                                      Plaque size is the article plus an
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                                                                                                       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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