Oklahoma Financial Center

CONNECT

Address:

12436 St. Andrews Dr.
Oklahoma City, OK 73120

Phone:

405.302.2900

Fax/Other:

405.302.2961

Alan Simpson

Retirement Plan Specialist

Alan Simpson serves as a Retirement Plan Specialist for Trinity Financial Services, LLC. Mr. Simpson provides professional guidance regarding retirement plans and works with the appropriate parties to ensure that the plan is kept in compliance with applicable laws and regulations.

Mr. Simpson currently oversees all qualified retirement plans for Oklahoma Financial Center, Inc. and Trinity Financial Services, LLC. Mr. Simpson is a graduate of Oklahoma State University with a degree in Management Science and Computer System. He has been providing fee-based retirement plan consultation for over twenty years.

Prior to joining Trinity Financial Services, LLC, Mr. Simpson managed the retirement plan area at two separate trust departments within the state of Oklahoma, as well as serving as a User Group board member for a software provider for the trust and retirement plan industry.

Active in his church, (First Christian Church of Edmond), Mr. Simpson has served in the capacity of the Finance Committee moderator and has been a Deacon leader for three years. He currently serves as Moderator-Elect of the Investment Allocation Committee, a member of the Scholarship Committee and is a Deacon leader for an additional three-year term. He is actively involved in the Boy Scouts of America as the District Commissioner for Eagle District and serves as the Charter Organization Representative for his church. Mr. Simpson is the father of two children: Beth and Ryan.

 

Phone 405-302-2900
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck