E. Claudine Long, CFP, has been appointed as director of financial
planning for the newly formed Oklahoma City office of Seidman
Financial Services, a limited partnership.
Owned by Seidman & Seidman/BDO, the new enterprise offers
integrated services including financial planning, asset monitoring
and life insurance analysis for personal and corporate clients.
The partnership will have offices in New York, Detroit, Mich.,
Boston, Mass., Milwaukee, Wis., Grand Rapids, Mich. and Oklahoma
In addition to Long, Stewart N. Meyer, CPA and Christiane S.
Selessert will direct activities in the Oklahoma City office.
The financial planning service begins with a comprehensive
interview and analysis of an individual's current and future
financial needs. Numerous spreadsheets and a written strategy are
then developed to form the framework for implementation. The
financial plan is reviewed and updated periodically to make sure it
is achieving a client's objectives and accommodates any important
changes in the client's life.
The monitoring service evaluates the performance of investments
relative to a universe of similar portfolios. The monitoring
service also evaluates whether a client's investment objectives are
Insurance analysts review clients' life insurance policies for
breadth of coverage and their utility as investment vehicles. Based
on the findings, the analysts will make suggestions for any needed
changes in coverage. Consultants also work with others in a
client's financial team, such as stockbrokers, advisors and
Long received her certification as a financial planner in March
this year. She has been appointed an adjunct professor of the
College of Financial Planning, Denver, and will teach at Oklahoma
City University this fall.
Long is a former senior vice president of administration for
Liberty National Bank & Trust Co. in Oklahoma City and has 22 years
of banking experience.
The new office of Seidman Financial Services is located at Two
Leadership Square, Suite 300. . .
- John E. Deas has been named president and chief executive
officer of State Federal Savings and Loan Association in Tulsa.
William M. Waller, who had assumed the presidency after the
departure of Jim Colgan, has returned to his position as chairman of
the board concentrating on the business development and industry
relations for State.
Deas was most recently chairman, president and chief executive
officer of North Side State Bank in Tulsa. Prior to his association
with North Side, he was chairman, president and chief executive
officer of First City Bank for a two-year period, and from 1976 to
1984 he was City Bank and Trust Company's, now Bank of Oklahoma,
chairman, president and chief executive officer. . ..
- The United Insurance Agency Inc. was recently formed with
the merger of the Don Griffin Insurance Agency in Oklahoma City and
the Ferguson Insurance Agency in Norman. The new office is located
in West Oaks Park at 2215 W. Lindsey, suite 100, Norman.
Ferguson and Griffin are remaining with the newly formed
multi-line agency, each maintaining their leadership capacities.
The Griffin agency has served the Norman community since 1949
with Don Griffin at the helm for the past 10 years.
The merger expands the combined staff to 14 full time insurance
professionals with over 83 years of experience. The union brings a
fully automated computer system on line to better process claims and
handle account and marketing information.
The joint effort combines wider ranges of coverages and broader
selection of companies to better serve the community's insurance
needs. The new agency offers a full line of home, auto, health,
life and accident insurance and will continue to be a leader in
business insurance, specializing in competitive price packaging. …