Business and People Notes


Tulsa-based Patriot Bank announces the promotion of two executive-level employees.

Chief Financial Officer Randall Wimmer, who most recently served as senior vice president, has been named executive vice president. He joined Patriot Bank in October 2009. Wimmer provides key managerial oversight of the financial and operational functions of the bank. He graduated from Oklahoma State University with a Bachelor of Science in accounting, with three years of continuing education at the University of Wisconsin’s School of Banking. He is professionally affiliated with the Oklahoma Bankers Association, the National Association of Bank Cost and Management Accounting, the International Facilities Management Association and Lions International.

Chief Lending Officer Philip Houchin has been promoted from senior vice president to executive vice president. He joined Patriot Bank in December 2009 and has since been integral in developing and growing all aspects of the lending services division of Patriot Bank. A native of Tulsa, Houchin earned his bachelor’s degree in business administration with a major in finance from the University of Oklahoma.

“We are extremely fortunate to have Randall and Philip on the Patriot Bank team. They have proven themselves invaluable to our organization, and I’m confident we will continue to make great strides with these accomplished bankers as part of the executive team,” says Mike Bezanson.

Patriot Bank was acquired by new ownership in 2009 and has since been named one of America’s Top 200 Healthiest Banks, according to DepositAccounts.com, earning the second highest ranking of all insured banks in Oklahoma in 2014. Their headquarters are located in South Tulsa at 9292 South Delaware Avenue. Patriot Bank specializes in providing financial services to professionals as well as small businesses and is actively dedicated to building a solid relationship with their customers based on trust, honest service and dependability.

For more information, visit www.patriotbankok.com.

The Tulsa Police Department promoted six members Jan. 20 with Chief Chuck Jordan presiding over the ceremony. The following members will be recognized for their promotions that were effective Jan. 15. Major Jonathan Brooks is promoted to deputy chief and will be over the administrative bureau. Captain Wendell Franklin is promoted to major and will be over the riverside division. Sergeant Mark Wollmershauser is promoted to captain. Corporal John Ross Williams is promoted to sergeant. Officer Jillian Phippen is promoted to sergeant. Officer Shawn Kite is promoted to corporal. Chief Jordan will also acknowledge 18 members for their years of service.

Trust Company of Oklahoma named Sydney Wilson as assistant vice president and Jared Buchan as investment officer at the Tulsa Warren Place location.
Wilson brings more than 20 years of experience in human resources and investments. As assistant vice president, Wilson oversees the securities trading desk. Prior to joining Trust Company of Oklahoma, Wilson worked as a financial recruitment manager at the Rowland Group. A native Tulsan, Wilson earned a bachelor’s degree in letters from the University of Oklahoma.

Buchan’s focus is in investment analysis and retirement planning. He joins Trust Company of Oklahoma from Northwestern Mutual, where he advised his clients on retirement planning, income optimization and portfolio management strategies. A native Oklahoman, Buchan earned his Juris Doctor and Bachelor of Business Administration from the University of Oklahoma and is currently pursuing his Chartered Financial Analyst () designation. He is also a member of the Oklahoma Bar Association and the Tulsa Estate Planning Forum.

Muscogee (Creek) Nation citizens elected a new second chief Jan. 10 in a special election runoff as tribal employee Louis Hicks defeated his opponent, former principal chief A.D. Ellis. Hicks received 65 percent of the vote with 2,010 votes, while Ellis garnered 1,070 votes. Hicks won a majority in all 18 voting precincts, as well as the absentee ballots. Hicks, 64, has stated that his goal is to be open-minded with Muscogee (Creek) citizens and to “diligently listen and act upon their concerns.” He said he will follow the constitution of the great Muscogee Nation and to the best of his ability be assertive with whatever authority is given to him by the chief or National Council.

Melanie Hasty-Grant, Founder & Principal of Waterstone Private Wealth Management, an Financial-affiliated advisor, attended the ninth-annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine, to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held Dec. 3-5 at The Breakers in Palm Beach, Fla.
Seventy-six of the Top 100 Women Financial Advisors in the U.S., as ranked and published in Barron’s June 2, 2014, issue, were in attendance. This annual ranking is the basis for the Top Women Advisor’s Summit; advisors are selected for the list based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices. The Top 100 Women are comprised of advisors from major security firms and independent operations.

Hasty-Grant was one of approximately 30 -affliated advisors who attended the esteemed conference.

Tulsans were honored at the recent Oklahoma State Home Builders Association installation festivities in Tulsa in early January. Mark Priess was selected by his peers as the 2014 OSHBA “Associate of the Year.” Priess was recognized for his continual presence and participation in many of the activities of the association. He has been recognized for his work in the of Greater Tulsa.

During the January banquet, Phil Rhees was installed as OSHBA president. Rhees is president of Properties and is a long-time member of the Home Builders Association of Greater Tulsa, serving as president in 2002. He is the son of home builder Bill Rhees, who died this past year and was past president of the Tulsa association. Rhees followed in his footsteps as the local president.

The Board of Directors for Junior Achievement of Oklahoma, Tulsa Region, has approved the addition of five new members to its board of directors: Robert Franklin with Tulsa Tech; Richard Haldeman with Cancer Treatment Centers of America at Southwestern Regional Medical Center in Tulsa; Thomas Hay with Bank of Oklahoma; Ben Kimbro with Tactical Electronics; and Dr. Jeff Wilson with T.D. Williamson.

Robert Franklin currently serves as the associate superintendent for advancement and outreach at Tulsa Tech. In this role, he supports and fosters sending school partnerships as well as advancing programming to meet the current and growing business and industry workforce needs. He is also the liaison to the Tulsa Tech Education Foundation.

Richard Haldeman is the president and chief executive officer of Cancer Treatment Centers of America () at Southwestern Medical Center in Tulsa. Prior to joining , Haldeman spent 13 years in the oncology field. He most recently served as senior administrator of oncology services and for the Kimmel Cancer Center at Thomas Jefferson University and Hospitals in Philadelphia.

Thomas Hay is the senior vice president and director of consumer product management at Bank of Oklahoma. He is responsible for the strategy, product development and product management for the Consumer Banks debit card, credit card, consumer lending, digital banking and deposit products.

Ben Kimbro is the executive vice president of Tactical Electronics, a dynamic training, manufacturing and consulting firm serving special operations forces and special enforcement and intelligence agencies and services. Kimbro is an appointee of Governor Mary Fallin as a member of the Governor of Oklahoma’s Unmanned Aircraft Systems Advisory Council.

Dr Jeff Wilson is the chief technology officer of T.D. Williamson. He is responsible for development, commercialization, and lifecycle management of technologies that serve the global pipeline market. Wilson has worked in technology-intensive industries as an engineer, sales engineer, and engineering manager.

To learn more about Junior Achievement of Oklahoma, visit www.jaok.org or call 918-663-2150.

Updated 02-01-2015

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