ANNIE TRAN, CPA

Annie Tran joined Trust Company of Oklahoma in 2024 as vice president in the Investment Management Agency group. She has more than 15 years of public accounting experience, focusing primarily on taxation, where she worked with high-net-worth individuals, family groups, and not-for-profit organizations. Annie also spent time working for a large family office and private foundation before transitioning to wealth advisory. She uses her tax expertise to add a unique dimension to her financial planning approach.

Annie holds a BBA from the University of Oklahoma and is a Certified Public Accountant. She is a member of the American Institute of Certified Public Accountants and the Oklahoma Society of CPAs (OSCPA). She was honored as a 2015 OSCPA Trailblazer for her contributions to the accounting community.

Annie is a sustaining member of the Junior League of Tulsa and former treasurer for the Junior Women’s Association of the Tulsa Boys Home.  Annie regularly volunteers with her daughters, Sophie and Lily, at the local food bank, and they assist their church with weekly collection counts. Annie, her fiancé, Mark, and their family enjoy road trips such as trail riding in Colorado, hiking in Arizona, and relaxing in coastal beach towns. The family fur boss, Flash, always joins in on the fun, especially the trail rides.