Trustees and Staff
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.
David Davis (fund attorney), Donna Doolen, Leroy Lage, John Shugart, Bertha Ann Young,
Bob Park, George Wilkinson, Jim Luckett, Jr., Marcy Alexander, and Jay Heinrichs
George Wilkinson, Chairman, District 7
Term: 2010, Retired, City of Weatherford
(580) 772-3646
Marcy Alexander, Vice-Chairman, District 5
Term: 2011, City Clerk & Finance Director, City of Stillwater
(405) 742-8240 | malexander@stillwater.org
Bertha Ann Young, Secretary, District 4
Term: 2009, Retired, City of Shawnee
(405) 273-6806
Jim Luckett, Jr., Treasurer, At-Large
Term: 2009, Public Works Director, City of El Reno
(405) 262-4070 | Jim_Luckett_Jr@hotmail.com
Jay Heinrichs, District 1
Term: 2008, Finance Services Manager, City of Broken Arrow
(918) 259-8328 | jheinrichs@brokenarrowok.gov
Robert Park, District 2
Term: 2010, City Treasurer, City of Sallisaw
(918) 775-4111 | bpark@sallisawok.org
Donna Doolen, District 3
Term: 2012, Finance Director/Treasurer, City of Ada
(580) 436-6300 | Donna.doolen@adaok.com
John Shugart, District 6
Term: 2011, City Manager, City of Bethany
(405) 789-5004 | john.shugart@bethanyok.org
Leroy Lage, District 8
Term: 2012, Treasurer, City of Watonga
(580) 623-4669 | llage@pldi.net
OMRF Staff
The dedicated OMRF staff bring seasoned experience and unique specialization for
government plans.
Please dial toll free, 1-888-FYI-OMRF (394-6673), or locally in OKC at 405-606-7880,
and an extension at the message. Our fax number is 405-606-7879.
Chris, Kari, Jodi, Jeanette, Frances, Gloria, Cindy, Gianna
Cindy Shattuck
Director and CEO
Ext. 101 | cshattuck@okmrf.org
Jodi Cox
Sr. Retirement Plan Advisor
Ext. 102 | jcox@okmrf.org
Chris Whatley
Retirement Plan Advisor
Ext. 103 | cwhatley@okmrf.org
Kari Baser
Office Manager
Ext. 104 | kbaser@okmrf.org
Jeanette Howard
Recordkeeping Manager
Ext. 105 | jhoward@okmrf.org
Frances Brink
Distribution Coordinator
Ext. 111 | fbrink@okmrf.org
Gianna Warhop
Data Input Clerk
Ext. 110 | gwarhop@okmrf.org
Gloria Cudjoe
Administrative Assistant
Ext. 100 | gcudjoe@okmrf.org
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,
Hartzell,
Polchow, and
Lopiccollo
Custodian
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Contact us toll-free at 1-888-FYI-OMRF, or send us an email.