The BCF’s Professional Advisory Team is a group of local professionals who work with the Foundation to build an effective Planned Giving Program. They are a resource to the Foundation as well as to other professionals as they work with clients to establish and estate plan and leave a legacy. With the insight of this advisory team, the BCF is able to bring together local organizations, professionals, and donors to accomplish great things for our communities.

Are you looking for an accountant, attorney, financial planner, insurance agent, or investment officer? Click here to visit the Bartlesville Regional Chamber of Commerce membership directory to search local professionals!

Debbie Mueggenborg – Stotts, Archambo, Mueggenborg, Barclay

Debbie@SAMBcpas.com
918-336-0008
www.SAMBcpas.com

I have been married to my husband, Dennis, for 42 years.  We were high school sweethearts from Okarche, Oklahoma.  We had two boys, Greg & Jeff.  Greg passed away in 2015 and left twins John & Samantha.  Jeff is married to Tess and they live in Dallas with their 2-year-old daughter, Cate.

I am managing partner of the CPA firm, Stotts Archambo Mueggenborg & Barclay, PC.  Our firm specializes in income tax planning and preparation, monthly accounting services and audits of HUD-financed properties, nonprofits and for-profit businesses.  We offer consulting services to businesses and individuals, including estate tax planning.

James Maddux – BancFirst

James.maddux@bancfirst.bank
918-664-3419
www.bancfirst.com

Graduating with honors from the University of Tulsa, James Maddux began his banking career in 1995 in Tulsa, Oklahoma.  Since then, he has served as Loan Officer, Registered Representative, and Trust Officer and Senior Vice President.

James has served in key leadership positions on the boards of numerous professional, civic, and non-profit organizations.

James holds the designation of Certified Financial Planner™.  He is registered with FINRA, and is a licensed Insurance Agent.

H.E. (Gene) Rainbolt purchased Federal National Bank in Shawnee, OK in 1966 and continued to acquire interests in a number of banks in subsequent years. In 1989, 12 banks were consolidated under one state charter named BancFirst. BancFirst is now Oklahoma’s largest state chartered bank, with 95 fully-staffed banking offices serving 52 communities across Oklahoma and employing approximately 1,800 employees.  BancFirst has total assets of over $7.1 billion with total capital of $730 million, which exceeds the “well-capitalized” level as defined by regulators.  We have been named one of the top 25 safest of the nation’s large banks eight consecutive years by Bank Director Magazine and we were recently selected as one of the top 10 banks in the country by Forbes Magazine.

Lori Roll – Phoenix Insurance

lroll@insurewithphoenix.com
(918) 336-5460
Insurewithphoenix.com

Lori Roll is President of Phoenix Insurance Inc.  Her professional background includes journalism, public relations, Asst. Press Secretary to U.S. Sen. Henry Bellman, Washington Correspondent, performing arts administration and long-term care management before she entered the insurance profession in 2002.  She is Past President of the Bartlesville Rotary Club, graduate of Leadership Bartlesville Class XV, recipient of the Chamber of Commerce Community Champion Award and a board member of Bartlesville Development Authority and The Strategy Center at Tri County Technology Center.

Phoenix Insurance Inc. is a family owned and operated business which began in 1926 and is Bartlesville’s largest independent agency.  We specialize in multiple lines of insurance utilizing dozens of carriers to serve our clients’ personal and commercial needs in Oklahoma, Kansas, Arkansas, Missouri and Colorado.  We are family and community oriented, and support many local businesses and community organizations.

 

Scott Buhlinger -Robinett King

scott@robinettking.com
918.336.4132
www.robinettking.com

Grew up in Bartlesville, graduating from College High School in 1981 (“Go Wildcats!”). Married with two children, my wife is a teacher at Wayside Elementary, and both our children graduated from Bartlesville High School. I received my college degree in Economics from Westminster College, and a  law degree (J.D.) from the University of Kansas. (“Rock Chalk, Jayhawk!”) Passed bar exams and licensed in Oklahoma, Missouri, and Kansas. A partner at Robinett, King, Elias, Buhlinger, Brown, and Kane (“ROBINETT | KING”) since 2001, I have been a practicing attorney for 30-years. My practice is  estate planning, wills and trusts, elder law, and small business law.

Robinett, King, Elias, Buhlinger, Brown, and Kane (“ROBINETT | KING”) is the successor to “Brewer, Worten, Robinett,” and has been an active law firm in Bartlesville since 1929. The largest firm in town, we provide a complete array of legal services, both for the individual and businesses. Our Bartlesville office is located in the Professional Building, 5th Floor, on the corner of 5th and Keeler (across from the Phillips Building), and our Pawhuska office is located at 127 West Main (just West of The Mercantile). We can be reached at 918.336.4132 (B’ville) or 918.287.2100 (Pawhuska).

Randy Bluhm – Edward Jones

We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact Randy Bluhm if you have questions.