Summer is here, with plenty of holidays and opportunities to gather with friends and family. We have had many reasons to celebrate at TCO, and I’d like to share those with you.

I am happy to announce that Holly Ferguson, SVP, has joined TCO. Holly joined our Retirement Plan Solutions department, bringing expertise in retirement plan design and consulting, among a wealth of other experience. She holds several credentials, demonstrating her commitment to staying current on the latest trends and best practices in the retirement plan industry. 

It also gives me great pleasure to report that Garrett Guinn, AVP in our Investment Management department, has earned his Chartered Financial Analyst designation. The CFA® charter is the most prestigious designation in the investment industry. To obtain it, candidates must complete the CFA® program, which consists of a rigorous three-part exam testing the fundamentals of investments, valuing assets, portfolio management, and wealth planning. TCO is fortunate to now have seven CFAs on staff.

I am also proud to announce the opening of our Oklahoma City office located within the Waterford Building complex. Our OKC team put in tremendous effort to create an inviting space that enhances our ability to serve our clients in central Oklahoma and provides a convenient and accessible location for in-person meetings. We look forward to welcoming clients and their families to our new location.

TCO remains committed to providing the highest quality service to our clients, and we are confident that our recent hirings and new office location will improve our ability to do so. I hope you have a summer filled with relaxation, family, and friends. Thank you for your continued trust and for allowing us to serve you.