ANNIE TRAN

Annie Tran joined Trust Company of Oklahoma in 2024 as vice president in the Investment Management Agency group. She has over 15 years of public accounting experience focusing primarily in taxation where she worked with high net-worth individuals, family groups and not-for-profit organizations. Annie also spent some time working for a large family office and private foundation prior to her transition to wealth advisory where 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 (AICPA) and Oklahoma Society of CPAs (OSCPA) and was honored as a 2015 OSCPA Trailbazer for her contributions within the accounting community.

She 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 spends her time volunteering at the local food bank with her daughters Sophie and Lily and assisting their church with weekly collections 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. Flash, the family fur boss always joins in on the fun especially the trail rides.