Visit us at Our New Location
Nichols Hills – Second Floor
7400 N. Western Ave.,
Nichols Hills, OK 73116
Get in Touch with Your Team
Find the contact information for your Administrative Officer
and Investment Officer in the contact cards below or call the office phone number at 405.843.7177.
InvesTrust and RCB Bank Merger
The merger completes on Saturday, November 14, 2026. System conversions will occur at a future date and will be as seamless as possible for you. As details are defined, we will share them with you.
YOUR GOALS. OUR PRIORITY.
Our team

Christina Moore
Senior Fiduciary Officer

Garrett Johnson
Portfolio Manager

Gregory Baum
Senior Investment Officer

Jake Janzen
Portfolio Manager

Roha Khan-Allen
Trust Officer

Taelor Latimer
Trust Officer
