Personal Banking

Whether you've built an estate through a lifetime of work or your work is just beginning, your next step should be protecting your investments and planning for the future. Our experienced trust services advisor will work with you to minimize your loss to taxes, grow your investments, and ensure the security of your assets by creating a wealth transfer strategy unique to your needs.

Contact Marilyn Sulivant at 918.756.7975 or Pam Phillips at 918.366.1423 to learn more about estate planning and our working partnership with The Trust Company of Oklahoma. Or, if you're already a member, you can log in to The Trust Company of Oklahoma.