Jason has been a part of the Oklahoma City banking industry for 26 years. He served as the Oklahoma City Market President for Stillwater National Bank, where he spent 15 years of his career before opening the Private Bank at Valliance in 2010.
Jason is a graduate of Oklahoma State University where he obtained his Bachelor of Business Administration in Finance. He attained his Master of Business Administration from the University of Oklahoma in Norman. Jason’s commitment to the community is strong. He has served on the board of directors as President for Infant Crisis Services, served as a trustee of the Oklahoma Dental Foundation, and was chair of the St. John the Baptist Finance Committee. He is a member of the Oklahoma City Chamber, and Oak Tree Country Club. His knowledge and expertise in dental and healthcare lending and financial services is only matched by the love he has for his clients.
Jake joined the Private Bank team in early 2018. Prior to joining Valliance, Jake served as Vice President and Private Banking Advisor at Arvest Bank in Oklahoma City, where he specialized in serving executives, professionals, and business owners.
Jake holds a Bachelor of Science in Financial Economics and Minor in Accounting from Oklahoma Wesleyan University and a Juris Doctorate from Oklahoma City University School of Law. As a native of Oklahoma, he has a heart for the community and serves on the Board of the Oklahoma Council on Economic Education.
Stephanie brings over 13 years of banking experience to the Private Bank Team. She joined Valliance in May of 2019. Prior to Valliance, Stephanie served as a Private Banker at CrossFirst Bank in Oklahoma City, where she specialized in serving healthcare executives, professionals, and business owners.
She is currently a member of the Commercial Real Estate Council, active with Dealing for Dreams a Make a Wish Foundation event, and the YWCA.
The Private Bank at Valliance is designed to serve the businesses and families of busy professionals such as yourself. We understand the unique circumstances clients face at each stage of their careers and family life, providing solutions specific to those needs. Private Bank clients enjoy personalized attention from their dedicated Private Banker.
Clients of the Private Bank receive personally tailored products and services exclusive to the Private Bank. These include:
Our dental clients enjoy streamlined banking operations to keep their office running smoothly. Whether that’s with a Line of Credit, Capital Funding, Medical Lockbox, or HIPPA Compliant Card Processing. We make it convenient to care for your patients and your practice.
“Jason has always made my business his priority. At every meeting Jason makes me feel like I’m the most important person in his life. He makes me feel like he has been waiting his whole day just to have the opportunity to serve my needs. The Private Bank at Valliance is perfect for me. All of our accounts are there and I can’t remember the last time I had to go to the bank – the bank always comes to me. I am spoiled by the personal service. One time I wasn’t able to get to the bank prior to a trip to get cash on hand. Jason brought the cash I needed to my house early the next morning. That’s not just banking; that’s Private Banking at Valliance.”
Every doctor’s office, clinic, hospital, and healthcare facility is unique in the challenges their patients and employees face. We like to deliver efficient and effective products and services such as Equipment Loans, HIPPA Compliant Card Processing, Revenue Cycle Management Solutions and Medical Lockbox, all tailored to your needs so you can deliver the best patient outcomes.
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Preparing and understanding client cases is time consuming and often complex, which is why we offer our attorney and law firm customers the custom products and services they need to focus on their practice. With convenient Premiere IOLTA accounts, ICS-FDIC Insurance coverage options over $250,000, and a user friendly online cash management tool you’re able to stay on top of your business.
“The Private Bank at Valliance has been a great partner for my business. Jason and his staff have tremendous experience dealing with law firms and it is incredibly helpful to have a banker who understands my business. Valliance has worked to integrate our offices finances and streamline deposits, payments, payroll taxes and a host of issues that a growing business faces. Valliance to me is more than a bank. They are a trusted partner, a provider of business advice and friend.”
