WHITTNEY STAUFFER, CFP®

Senior Vice President & Director, Investment Management Agency

Whittney Stauffer joined TCO in 2017 as vice president in the Trust Services division and was promoted to senior vice president in 2021. She has experience in investment management, wealth advisory, financial planning, and providing banking and financing services to individuals, endowments, and foundations. Whittney currently oversees the Investment Management Agency at TCO.

Whittney received her bachelor of business administration in finance from the University of Oklahoma. In addition, she is a Certified Financial Planner™ professional. 

She is a past trustee for the Philbrook Museum of Art and past board president of The Pencil Box. Whittney currently sits on University of Tulsa’s Friends of Finance board and currently serves as treasurer of the Tulsa Midtown Chapter of National Charity League, a mother/daughter service organization. She is a sustaining member of the Junior League of Tulsa, a Leadership Tulsa graduate, and a member of Harvard Avenue Christian Church.  

Whittney resides in Tulsa with her husband, Joey, and their two children, Meryl and Sam. When she is not chasing after kids and attending their activities, she loves to travel, especially to Colorado to snow ski, and cheering on the Oklahoma Sooners.  

DIVISION
PERSONAL TRUST

LOCATION
TULSA

TELEPHONE
(918) 744-0553