14A July 8, 2014 The Journal Record journalrecord.

com
First Fidelity names
office manager
MOORE Hayley Ladd has been pro-
moted to banking officer and office man-
ager of the Walmart
in-store location of
First Fidelity Bank in
Moore.
Ladd will be
responsible for
client retention,
business develop-
ment and staff over-
sight while manag-
ing the operations of
the Moore Walmart
office. Ladd has more than four years
of retail banking experience with First
Fidelity Bank. Staff report
Cole promoted at
Arledge and Associates
EDMOND Ann M.
Cole has been pro-
moted to senior
audit manager at
Arledge and Associ -
ates, an Edmond
accounting firm.
A certified public
accountant and
chartered global
management
accountant, Cole was audit manager.
Cole received her masters degree in
accountancy from the University of
Oklahoma in 1996 after earning her
bachelors degree in accounting from
OU in 1991. Staff report
Money Matters
selected for adviser list
OKLAHOMA CITY Money Matters,
a wealth management firm based in
Dallas with offices in Oklahoma City,
was included on Financial Times list of
the top 300 registered investment
advisers.
Money Matters also has offices in
Los Angeles, Phoenix, Houston and
Austin, Texas. Staff report
Arvest Bank promotes
Garcia, Schoelen
OKLAHOMA CITY Arvest Bank has
promoted Jeannie
Garcia and Becky
Schoelen to senior
vice president.
Garcia graduated
with a bachelors
degree in accounting
and finance from
Oklahoma State
University. Garcia is
a member of the
Oklahoma City
Commercial Real
Estate Council and
the Oklahoma City
Metropolitan
Association of
Realtors
Commercial and
Industrial Division.
Schoelen has 30
years of experience.
She was a commer-
cial lender at Arvest. Schoelen attended
Rose State College, where she received
her degree in accounting and banking.
Staff report
BOA Foundation
donates to OKC-OSU
OKLAHOMA CITY The Bank of
America Charitable Foundation donat-
ed $10,000 to Oklahoma State
University-Oklahoma City to support
the universitys Tutors in the
Classroom program.
Kyle Cohlmia, OSU-OKC Student
Success and Opportunity Center
director, said the program allows
tutors to meet students while they are
in class.
Since the programs inception in
2013, the Bank of America Charitable
Foundation has donated $20,000 in
grants to support the program.
Staff report
Bailey included
in ICBA list
EDMOND Amy Bailey with Citizens
Bank in Edmond was included among
eight community bank lenders who
represented the best of community
banking.
The list was published in ICBA
Independent Banker, a magazine pub-
lished by the Independent Community
Bankers of America. Staff report
First Trinity
presented award
TULSA Moving America Forward
presented Gregg Zahn, Tulsa-based
First Trinity Financial Corp. president
and CEO, with the Keeping America
Strong award.
Zahn appeared on Moving America
Forward to talk about the growth of the
company and its goal of securing the
financial future for Americans.
The show, hosted by William
Shatner, focused on how the growth of
First Trinity Financial is bringing
financial stability to more Americans
throughout the country.
First Trinity Financial operates two
life insurance companies, Trinity Life
Insurance Co., Tulsa, and Family
Benefit Life Insurance Co. in Jefferson
City, Missouri. Staff report
Heckert joins
Cole + Reed
OKLAHOMA CITY Sandina
Heckert has joined Cole + Reed PC as
business development director.
Heckert was a communications spe-
cialist and in-house graphic designer
for McAfee & Taft and marketing man-
ager for Crowe & Dunlevy.
Cole + Reed also promoted nine peo-
ple at the public accounting firm.
Ursula Lundberg was promoted to
senior manager. She has a bachelors
degree in accounting from the
University of South Australia and a
master of science in accounting
degree from Oklahoma City
University.
Anne Scudder was promoted to
manager. She has a masters degree in
business from the University of
Central Oklahoma and a bachelors
degree from the University of
Oklahoma.
David Alford and Bidhya Skibo
were promoted to senior.
Alford has a bachelors and a mas-
ters degree in accounting from Baylor
University.
Skibo received a bachelors degree in
accounting and a master of business
administration degree in general busi-
ness from the University of Central
Oklahoma.
Ben Cook, Kaimee Kellis, Christy
Pham, Donovan Thompson and
Laura Wolfe were promoted to
advanced staff.
Cook received a bachelors degree
and a masters degree from the
University of Oklahoma.
Kellis received a bachelors degree
in accounting from the University of
Okla homa and a juris doctor from the
Okla homa City University School of
Law.
Pham received her accounting and
management degree from the
University of Central Oklahoma.
Thompson has a bachelors degree
in accounting from Saint Leo
University.
Wolfe graduated from the University
of Central Oklahoma with bachelors
degrees in accounting and finance and
a minor in real estate. Staff report
Hayley Ladd
Ann M. Cole Jeannie Garcia
Becky Schoelen
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