Wealth Managers February 2014

Best Breakfasts 21 REASONS TO WAKE UP EARLY

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SULPHUR SPA RETREAT ART 365 OLYMPIC DREAMS

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BUILDING ON

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FINANCIAL EXPERT NOEL WHITTAKER SAID, “BECOMING WEALTHY IS NOT A MATTER OF HOW MUCH YOU EARN, WHO YOUR PARENTS ARE OR WHAT YOU DO ... IT IS A MATTER OF MANAGING YOUR MONEY PROPERLY.” AND HERITAGE TRUST STRIVES TO DO JUST THAT.

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rom humble beginnings to more than $800 million in assets under management, Heritage Trust was built on the foundation of trust. Throughout its 15-year history, Heritage Trust evolved from a trust company with asset management capabilities into an asset management company with trust at its core. Now, Heritage Trust – Oklahoma City’s only independent trust company – offers trust administration, oil and gas management, real estate management, financial planning and investment management for wealthy Oklahoma families.

“At Heritage Trust we have a passion for knowing our clients’ story and guiding them through the next chapter,” said President and CEO Mike Carroll. “We participate in clients’ lives by serving them with compassion and dedication. Our clients trust us with their livelihoods; we provide them peace of mind.”

From financial planning to real estate management, Heritage Trust is capable of taking care of much more than a client’s marketable securities. The firm starts with a financial plan and takes a holistic approach to managing a client’s portfolio. Heritage Trust offers objectivity and an independent voice while providing expertise, market knowledge and the ways and means to diversify client assets.

“The clients’ side of the table is where we feel the real insight begins,” Carroll said. “It’s where we take the time to learn their unique situation – to first listen, next understand, and only then to truly guide. And, the ability to not only consider but also manage all types of assets is a huge benefit.”

Like most people, their clients have hopes, dreams and life goals for themselves and their families. These might include buying a business, saving for a college education for children, reducing taxes or maintaining their lifestyle upon retirement. For Heritage Trust, financial planning is the pro-

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Standing (l to r): Jessica McElvany, Parrish Whitaker, Aaron Jack, Kevin Karpe; Seated: Sheila Phillips

cess of wisely managing clients’ finances so that those hopes and dreams can be achieved – while at the same time helping clients navigate the financial barriers that inevitably arise in every stage of life.

W E ALT H MAN AG ERS

Seated (l to r): Brian Hill, Cathy McKinzie, Jimmy Arter; Standing (l to r): Don Balaban, Bond Payne, Mike Carroll, Ron Bowles

With attorneys, accountants, financial analysts and a number of other certified personnel on staff, Heritage Trust employees help clients make the most of their financial resources.

“Our purpose is to help clients grow,” Carroll said. “So when we ask to hear their story, we know that it’s just the first step on an ever-changing life path.

Our hope is that along the way, we can make that path a little more clear.”

Headquartered in Oklahoma City, Heritage Trust also has offices in Stillwater and Ponca City. The firm employs 34 and serves clients throughout the United States and internationally.

HERITAGE TRUST

2802 W. Country Club Dr. Oklahoma City 405.848.8899 heritagetrust.com

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MAN AG ERS

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THE EXPERT TOUCH T axes, insurance, retirement, estate planning … the list of financial concerns and considerations facing investors today is seemingly endless, and if you’re charting a monetary course by yourself the options can be overwhelming. There are no easy answers to maintaining financial stability – but there is a simple way to avail yourself of a source of knowledgeable, experienced help: contact Alan Webb at the Quail Creek Investment Center.

Webb is a nationally recognized Certified Estate Planner, Chartered Mutual Fund Counselor and Certified Retirement Counselor, as well as serving Quail Creek Bank as a Senior Vice President. A Registered Investment Advisor Representative of LPL Financial, the nation’s largest independent securities brokerage firm, he has amassed a tremendous wealth of acumen and expertise through managing more than 200 million dollars of capital for clients, with service that has earned him a consistent spot in the very topmost echelon – the top 20 out of more than 9,000 candidates – of bank representatives in the entire United States.

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The Quail Creek Investment Center is consistently ranked among the top 10 community bank investment programs in the Alan Webb country, and is committed to offering objective advice and outstanding personal financial services in a variety of areas; encompassing every aspect of ensuring that your money is working optimally for you, whatever your needs may be.

For expert professional assistance with all aspects of personal fiduciary matters – portfolio analysis, developing and maintaining trusts, preparing to leave the right monetary legacy to help establish future security for loved ones – trust Quail Creek Investment Center. There’s a clear reason why it’s an award-winning source for private, professional, personalized wealth management.

QUAIL CREEK INVESTMENT CENTER 12201 N. May Ave. Oklahoma City 405.755.1000 QuailCreekBank.com/wealth

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“We have one goal: to help our clients make well-informed decisions to help achieve their financial objectives.”

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(l to r): Brenda C. Bolander, SVP; Joe Bowie, Co-President & CEO; Randy Thurman, Co-President & CFO; Chad A. Rudy, EVP; Carol Ringrose Alexander, EVP; Andrew Flinton, EVP

RETIREMENT INVESTMENT ADVISORS Your Guide on the Path to Retirement

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veryone has a unique financial situation, but some things are constant: People want financial security. Retirement Investment Advisors is committed to being the company worthy of helping to achieve that security … for life.

From the initial analysis of clients’ current financial situation, to maintaining a disciplined, time-tested approach, Retirement Investment Advisors focuses on the individual, adapting to clients’ changing needs.

The relationship includes a complimentary initial consultation to determine whether the firm is a sound match for a client’s advisory needs, proposed strategies that are adjusted as needed to accommodate significant life events and regular meetings to review goals. This strategic, individualized approach helps provide greater financial independence and confidence by helping to make smart, well-informed decisions.

Operating on a fee-only basis – never receiving commissions – allows Retirement Investment Advisors to maintain an independent, objective, ongoing interest in clients’ financial well-being.

That is why the firm has been honored with the Oklahoma Business Ethics Consortium’s Compass Award for upholding ethical standards while being recognized more than 50 times by local and national publications as a top financial advisory firm – one of the best not only in Oklahoma, but the entire country.

Every step along the way toward your financial future is important; let Retirement Investment Advisors be your guide on the path to retirement.

RETIREMENT INVESTMENT ADVISORS

3001 United Founders Blvd, Suite A Oklahoma City 405.942.1234 TheRetirementPath.com

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