Leadership - Tulsa Estate Planning Forum

	TULSA ESTATE PLANNING FORUM	MEMBER LOGIN
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Leadership

	President Harrison Smith, JD Bank of Oklahoma - Private Bank (918) 293-7586 Send Message to Member
	Vice President Debbie Stumps, JD Purview Life 9185200308 Send Message to Member
	Secretary Marilee S. Lonergan, CFP® Lonergan Advisors, LLC (918) 392-5477 Send Message to Member
	Treasurer Kenny Lloyd Brown, Jr. Argent Trust Oklahoma (918) 610-8080 Send Message to Member
	Immediate Past President Lars Gwartney, CFP®, CLU®, ChFC®, RICP®, CAS®C, CAP®, AEP® Gwartney Financial (918) 497-1110 Send Message to Member
	Past President Linda J. Van Arkel-Greubel, JD, CPA, AEP® Arvest Wealth Management (918) 384-2701 Send Message to Member
	Board Member Melissa A. Bell, Esq. Barrow & Grimm, P.C. (918) 584-1600 Send Message to Member
	Board Member Madison D. Cataudella BancFirst (918) 664-3419 Send Message to Member
	Board Member Jessica Jennings, CPA/ABV Management Planning, Inc. 609-955-5752 Send Message to Member
	Board Member Phillip J. Jennings, JD American Bank & Trust (918) 481-3082 Send Message to Member
	Board Member Daniel R. Ketchum, II, JD Hall Estill (918) 594-0714 Send Message to Member
	Board Member Ross A. McKinney, CPA Carr, Riggs & Ingram (918) 628-0500 Send Message to Member
	Board Member Michael E. Nesser, JD Barber & Bartz, P.C. (918) 599-7755 Send Message to Member
	Board Member Sara Shaklee Trust Company of Oklahoma (918) 744-0553 Send Message to Member
	Director Emeritus Delmer A Dreyer, CLU®, ChFC®, CLTC®, AEP® Catalyst Financial Group (918) 524-6360 Send Message to Member
	Director Emeritus Michael R Noland, CLU®, ChFC®, AEP® Integrated Financial (918) 592-5885 Send Message to Member
	Director Emeritus Charles L Tefertiller, CPA Regier, Carr & Monroe (918) 271-5400 Send Message to Member
	Administrator Jamie Jenkins BancFirst 918-664-3416 Send Message to Member