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Trustees and Staff |
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OMRF Board of Trustees The nine-member Board, elected by members of each district, listens and responds to members needs. The Trustees meet monthly to review the Funds activity, goals, objectives and to receive reports from the plan’s custodian, attorney and actuary. Marcy Alexander, Vice-Chairman Chief Financial Officer, City of Stillwater Donna Doolen, Board Trustee Finance Director and Treasurer, City of Ada Jay Heinrichs, Treasurer Finance Services Manager, City of Broken Arrow Leroy Lage, Board Trustee Treasurer, City of Watonga Jim Luckett, Jr., Board Trustee Public Works Director, City of El Reno Robert Park, Board Trustee City Treasurer, City of Sallisaw John Shugart, Board Trustee City Manager, City of Bethany George Wilkinson, Chairman Retired, City of Weatherford Bertha Ann Young, Secretary Retired, City of Shawnee OMRF Staff The dedicated OMRF staff bring seasoned experience and unique specialization for government plans. Kari Baser Project Specialist Frances Brink Account Analyst Jodi Cox Plan Advisor and Member Services Director Gloria Cudjoe Administrative Assistant Jody Elliott Data Input and Clerical Assistant Jeanette Howard Record Keeping and Office Manager Catherine McCartney Distribution Clerk Cindy Shattuck OMRF Director and CEO Rhnea Stewart Fund Accountant Chris Whatley Plan Advisor and Portfolio Strategist Consultants (with links to PDF bios) David A. Davis Trust Attorney McAfee and Taft IRS Attorney Dean Actuaries, LLC Actuary and Recordkeeper Asset Consulting Group, Inc. Investment Consultants Finley & Cook, CPA’s Auditor JP Morgan Chase, Scott Dahs Custodian
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