Andrew Marshall joins First National Bank as Vice President-Commercial Lender

A graduate of Oral Roberts University, Marshall began his financial services industry career in 2006 at American Heritage Bank. From there, he moved to Arvest Bank where he served as a Credit Analyst II and in 2009 as a Loaned Executive to the Tulsa Area United Way helping that organization surpass its $24 million goal. In 2011, he joined Regent Bank initially serving as Assistant Vice President, Senior Credit Analyst and most recently as Vice President, Commercial Lender. Marshall said he was drawn to First National Bank of Broken Arrow “because of the reputation of the institution in general and its Chairman (Greg Graham) and President (Mark Poole) in particular.” “I have been given a chance to help this bank grow and make a significant difference in the community. I am looking forward to making the most of this opportunity,” he said. Gregory Graham, Chairman and Chief Executive Officer, said he is especially pleased that Marshall accepted the invitation to join the bank’s leadership team. “Andrew has an outstanding record of accomplishments within the financial services industry and brings to our bank considerable experience in the commercial lending area along with a solid commitment to provide the highest level of service to our customer base,” he said. First National opened its doors in 1902 in what is now downtown Broken Arrow. In more than 115 years of providing trusted banking services to the community, only four chairmen have headed the institution. First National has three full-service locations in Broken Arrow, employs 46 people and is the oldest family-owned bank originated in Tulsa County.

    First National Bank of BA urging its employees to become a 'BA Hero'

The First National Bank & Trust Co. of Broken Arrow announced Tuesday, it  has launched an organization-wide campaign designed to help the Broken Arrow Public Schools Foundation in its quest to offset some of the $5.7 million in financial cuts that the local district is projected to suffer this coming school year.

In addition to annual contributions of $20,000 to the local school system, Board Chairman and CEO Gregory Graham said First National of Broken Arrow has become the first financial institution in the community to coordinate an organization-wide campaign to help employees make a significant contribution to the foundation’s “BA Hero” campaign.

“Our bank has been a strong supporter of the foundation since its inception — both financially and through active board participation,” Graham said in unveiling the program to employees. He was joined by Chief Financial Officer Paige Miller, and Director Delbert Frieze and his wife Connie, all of whom serve on its Board of Directors.

“Every dollar raised through this campaign will be used to fund instructional programs and services for local students. We are encouraging our people to throw their full support behind this effort by matching up to $1,000 of each employee donation made by Aug. 1, Miller said.

Personnel donating at least $20 will receive two jeans day passes and will be entered into a drawing for two half-days of vacation. Each additional $10 donation over the first $20 will earn another chance in the vacation drawing, Miller said.

“If we reach our $1,000 employee donation goal, all employees will receive a special thank you treat,” she added.

Miller and the Friezes noted that it is impossible to make additional cuts of the magnitude being projected without impacting teachers’ jobs and students’ learning experiences.

Next year, the district has announced it plans to eliminate 66 teaching positions. Teacher stipends will not be paid. Eight teachers currently dedicated to the STEM (science, technology, engineering and mathematics) and special reading programs will have to move back to teaching in regular classrooms. Fewer textbooks will be purchased, bus availability will be reduced, field trips will be eliminated and class sizes will grow, they noted.

Perhaps worse of all, they emphasized, a number of teachers are leaving the profession as a direct result of the emotional stress caused by the state’s ongoing financial crisis.

After being told of the bank’s efforts, Superintendent Dr. Jarod Mendenhall told Graham, “It says a lot about you and your organization that you would lead such an endeavor for our schools. Understanding the significance of properly funding education is key, and I appreciate your commitment and willingness to step up to lead this kind of initiative.”

Miller pointed out that the “BA Hero” campaign is open to all businesses and individuals across the community and expressed her personal hope many other organizations will pitch in to help make it an overwhelming success.

Reprinted by permission from the Broken Arrow Ledger
By Bob Lewis
Special to the Ledger

Wing, Miller elected to First National of Broken Arrow Board

Paige Miller

Adam WingAdam Wing and M. Paige Miller have been elected to the Board of Directors of the First National Bank & Trust Co. of Broken Arrow, it was announced recently.

Wing serves as Assistant Manager of Wing Financial Services LLC, one of the nation’s largest Jackson Hewitt franchises.

He earned a bachelor’s degree in finance and a Juris Doctorate, both from the University of Arkansas where he played on the varsity golf team.

A 1999 graduate of Broken Arrow High School, he was a four-year golf letterman, qualified for the State tournament three times and was named to the Oklahoma Golf All-State team as a senior. He was inducted into the BAHS Athletic Hall of Fame in 2010.

Miller, Executive Vice President and Chief Financial Officer of First National of Broken Arrow, has 22 years of banking and 12 years of public accounting experience. Before joining the bank, she held senior financial management positions at Summit Bank and Bank South.

She is the first person to hold the CFO title at First National of Broken Arrow.

Gregory S. Graham, Board Chairman and CEO, said the addition of Wing and Miller “adds considerably to the diversity and overall expertise of the bank’s board. We are delighted both agreed to serve and look forward to many continuing contributions from them both.”

First National opened its doors in 1902 in what is now downtown Broken Arrow. In more than 114 years of providing trusted banking services to the community, only four chairmen have headed the institution. First National has three full-service locations in Broken Arrow, employs 51 people and is the oldest family-owned bank originated in Tulsa County.

Reprinted by permission from Tulsa World

Broken Arrow bank remains community-oriented cornerstone




What do a bank and a rose have in common?

In Broken Arrow, it’s a lot!

Opened in 1902 and known orig- inally as Traders and Planters Bank, the institution was chartered as First National Bank on Jan. 29, 1904. Now, the bank sits in the Rose District in downtown Broken Arrow.

According to the Tulsa World “The Rose District is going from a mere downtown bud to a long-stem business project.” The Chamber of Commerce of Broken Arrow comments that “The Rose District will continue to bloom.”

Century celebration — First National Bank in Broken Arrow recently celebrated its 114th birthday. The photos on the right side of this page show the bank as its looks today (top photo) and as it did during part of its past. Gregory Graham (facing camera at right) talks with a customer during the bank’s birthday celebration. Graham is chairman of

the board and CEO at First National. Below, Mark Poole, president and COO of First National, visits with Tanda Francis with Price, Edwards & Company, a commercial real estate company in Oklahoma.

First National Bank is right on top of the growth and improvement, following its heritage of commit- ment by being a leader in community activities, especially in its support

of the Broken Arrow School System and its role as a Partner in Educa- tion. The Bank’s FIRST Achievement Award Scholarship Program has pro- vided more than $250,000 in awards since 1989 when the program was initiated.

Heath Rosenberger, a recent schol- arship recipient, plans to seek a dual degree in economics and public rela- tions. After graduation, he intends to lobby in Congress then run for elected office.

“It is my dream to represent Okla- homa on the national level of politics,”

Rosenberger said. “I understand this is a huge dream, but I know I can accom- plish it.”

Sounds like someone we should all remember and help as he fulfills that dream.

The bank recognizes the value
of an experienced staff, competitive rates and leading edge conveniences, but most of all it values its custom- ers.

In the 114 years since its beginning, First National Bank has proven that dedication, caring and “customer first” will bring success.

Reprinted by permission from the Oklahoma Banker
By Jim Davis

First National Bank of Broken Arrow celebrates its renovation, history


First National Bank of Broken Arrow celebrates its renovation, historyBroken Arrow's Rose District continues to grow, a highly successful renewal program that has drawn new businesses and breathed new life into what was once a dying area of the city.

Tuesday, though, it's one of the city's oldest institutions that is celebrating renewal, while paying homage to its past.

The First National Bank & Trust Co. of Broken Arrow first opened its doors as the Traders and Planters Bank in December, 1902.

Its founder, Fitz S. Hurd, literally put his life on the line to move to Oklahoma from Kansas and begin his life as a banker.

"They had a hotel that was under construction, but hadn't walled off the rooms yet," Chairman Gregory Graham told KRMG Tuesday. "He said he slept with his six-gun in his hand and one eye open that night."

Hurd became a founding father of Broken Arrow, and his bank, chartered as the First National Bank in 1904, was integral to the growth of the community.

Graham is only the fourth chairman in the bank's history, following in the footsteps of his father, Scott Graham, and grandfather, Al Graham.

He told KRMG that he began discussing a renovation of the building nearly eight years ago with his father, but the timing wasn't right - largely due to the economic problems in the country.

But two years ago, the decision was made to engage architects and redesign the bank, with an eye to its role in the history of the city.

Just inside the main entrance, visitors will see works of art, photographs, and quotes from the bank's founder, Mr. Hurd.

There's a framed map from the late 19th Century, believed to be the first map ever printed with the word "Oklahoma" on it.

Since the bank was founded before statehood, its charter listed it as standing in the Indian Territory.

Reprinted by permission from the KRMG
By Russell Mills
Donnie Cox and Mark Poole Join First National Bank of Broken Arrow's Senior Management Team

Donnie Cox and Mark PooleFirst National Bank and Trust Company of Broken Arrow announces two new additions to its senior management team. Mark A. Poole has been named Chief Operating Officer and Senior Executive Vice President, and Donnie Cox has been hired as the bank’s Chief Lending Officer and Executive Vice President.

Poole brings more than 25 years of commercial banking experience, most recently as President and Chief Credit Officer of Summit Bank in Tulsa. He has also served as President of Stillwater National Bank and First Fidelity Bank in Tulsa and spent more than seven years as a banker in Oklahoma City.

Cox was Senior Lending Officer and Executive Vice President at Summit Bank responsible for loan management and leadership of four commercial loan officers. He brings 25 years of banking experience with previous lending positions at First Fidelity, Stillwater National Bank and BOK in Tulsa. He will manage all commercial and consumer lending activity at First National Bank.

 “Mark Poole and Donnie Cox are two well-known, highly respected bank leaders in the Tulsa metro market who bring a wealth of expertise to our bank," First National Bank Chairman Gregory Graham said. "We are fortunate to have added these men to our senior management team.”

Reprinted by permission from the Tulsa World

Long-time First National Bank of Broken Arrow VP Inducted into OBA's 50 Year Club 

Kathryn SraderKathryn Srader, vice president and personal banker at First National Bank, was among 16 Oklahoma bankers to be inducted into the Oklahoma Bankers Association 50-Year Club during the awards brunch at the OBA’s 117th Leadership Forum and Annual Convention on May 16 at the Hard Rock Hotel and Casino.

The club is comprised of individuals who have devoted 50 years or more of service to Oklahoma’s banking industry. The OBA is proud to recognize this special group of banking professionals who’ve dedicated themselves to this profession and contributed so much to this industry and their communities.

This year’s other honorees included: Wayne Cardwell from BancFirst in Oklahoma City; Brenda Guest from BancFirst in Oklahoma City; R. Bruce Hall from First National Bank & Trust. in McAlester; Frank X. Henke III from American Bank & Trust Co. in Tulsa; Charles Hollingsworth from Arvest Bank in Oklahoma City; Tommy Hudgins from American Heritage Bank in Sapulpa; Elmer Neel from American Heritage Bank in Sapulpa; Bert Olah Jr. from Quail Creek Bank in Oklahoma City; Phyllis Orr from First State Bank of Tahlequah in Tahlequah; Joe Sabatucci from Central National Bank of Poteau; Karen Sue Sallee from Armstrong Bank in Pawnee; Bill Shewey from Central National Bank & Trust in Enid; Russell E. Swarts from Prosperity Bank in Oklahoma City; Charles H. “Chuck” Westerheide from Southwest Bancorp and Bank SNB in Stillwater; and Sharron Whitlock from Central National Bank of Poteau in Poteau.

The OBA conducts more than 70 educational programs and seminars each year, which reach more than 5,000 bankers across the state. The Association represents approximately 230 banks across the state and serves as the primary advocate for the banking industry. It’s also heavily involved in fraud training and prevention as well as legal and compliance services and communications for its member banks.

Srader has spent all 50 years of her banking career with First National Bank of Broken Arrow. She has held the position of vice president since 1981. In 1993, she helped to establish an entire financial program to benefit homeowners as well as homebuilders. Srader finds the most rewarding part of banking to be the ability to help people with their financial needs.

Reprinted by permission from the Broken Arrow Ledger
From Staff Reports 

2014 First Achievement Award Given to Broken Arrow Resident

Rachel McAllisterRachel McAllister, daughter of Stacey and Doug McAllister of Broken Arrow has been honored with the 2014 First Achievement Award.

The scholarship, established by the First National Bank & Trust Co. of Broken Arrow in 1989, pays a share of college costs for eight consecutive semesters. Award criteria includes the recipient’s college entrance examination, grade point average, scholastic and civic leadership and financial need. To date, the bank has presented 38 First Achievement Awards with a cash value in excess of $304,000.

After watching her mother and both grandmothers battle and defeat breast cancer, McAllister, at the age of 8, said she decided she wanted to have a career that allowed her to help others. That commitment was strengthened and began to take direction with her first exposure to biology during her junior year at Union High School.

She has already been accepted at Oklahoma State University and will enroll on June 10 to study molecular genetics in its Microbiology Department. From there, her goal is to enter medical school and become either a geriatric specialist or oncologist.

McAllister earned a 3.97 grade point average placing her in the top 10 percent of her graduating class. Outside the classroom, she won Union’s Shakespeare Festival competition, served as secretary of the Medical Society, and was a member of the National Honor Society, Writers, Readers, Audiences, Performers (WRAP), Drug-Free Youth, New Drama League, Science Olympiad, Tulsa’s Louder than a Bomb and the poetry team.

In addition, she was active in People to People where she was a student ambassador, played two years in the Northeast Oklahoma all-district string orchestra and was honored as an essay winner by the Desk and Derrick Club.

She also was a volunteer on an international scale having planted trees in Australia and fought lake pollution in Italy.

In addition to her First Achievement Award, McAllister received an Academic Excellence Scholarship from OSU.

Reprinted by permission from the Broken Arrow Ledger
By Bob Lewis
Special to the Ledger  

 New Board Members Elected

New Board Members ElectedFour local business and community leaders have been elected to the Board of Directors of the First National Bank and Trust Co. of Broken Arrow. 

New to the bank’s leadership group are Jeffrey D. Hewett, a Broken Arrow-based CPA; Alan M. Keller, MD; and First National Chief Operating Officer Mark A. Poole. Rejoining the board is Anne Graham, a community volunteer and principal owner of the institution.

Hewett received his BBA degree in accounting from the University of Oklahoma. He began working for Sanders Bledsoe & Hewett, CPA, LLP in 1990 and currently serves as a partner and its office manager. He is also a member of the Oklahoma Society of CPA’s Peer Review Committee.

Dr. Keller completed his undergraduate studies at Oklahoma State University and received his medical degree from the University of Oklahoma School of Medicine. He completed a two-year internal medicine residency at Boston City Hospital and a two-year fellowship in medical oncology at the National Cancer Institute. He is partner/owner of the Tulsa Cancer Institute, a post he has held since 1978.

Poole joined First National earlier this year as Senior Executive Vice President and Chief Operating Officer. His resume includes more than 25 years of commercial banking experience. Previously, he served as Tulsa President and Chief Credit Officer of Summit Bank in Tulsa. Before that Poole was President of the Tulsa Division of Stillwater National Bank.

Anne Graham has been part of First National’s leadership since 1963 when her late husband, Scott L. Graham, became its legal counsel. He was elected board chairman in 1967. A graduate of Benedictine Heights College where she earned a Bachelor of Arts degree, she served on the board from 1998 to 2007.

“We are privileged to have each of these outstanding people on our board of directors,” said Gregory Graham, First National Board Chairman. “They bring a unique combination of experiences and insights that will be invaluable in helping the bank continue to plot a course for future growth and stability.”

Reprinted by permission from the Broken Arrow Ledger
By Bob Lewis
Special to the Ledger 



Carmen Medina Retires after 35 Years

Carmen MedinaGiven Carmen Medina’s high energy level and youthful appearance, it may be hard for many of her colleagues and customers to believe she plans to bring her 35-year career to a close on June 30.

Medina, calls her position as Vice President at the First National Bank of Broken Arrow a “dream job” that she knew she wanted since she was in the seventh grade.

Born in Puerto Rico, Medina moved with her family to New York at the age of 3 and was part of the public school system there through the seventh grade. A return to Puerto Rico gave her a chance to finish school, begin what became an 8-year banking career, meet and marry Danny Medina and become the mother of two children.
In 1978, while on vacation visiting her mother and brother who had moved to Oklahoma, the couple made a life-altering decision. “When we told our friends in Puerto Rico we were moving to Broken Arrow, Oklahoma, the overwhelming reaction was ‘where’s that?’” Medina said with a grin. “Some of them had heard of Oral Roberts University, but that was about it.”

A year later, the family was getting settled in as Oklahomans. Danny had landed a position as an instrument technician, Carmen was an employee of a Tulsa bank, daughter Marla and son Dan were enrolled in school and they would soon welcome a new member to the family – daughter Grizellie.

“We were building a home in Broken Arrow and I knew I wanted to work here as well,” Medina said. “So I submitted an application at First National and John Herndon put me to work as a teller.”

That was one of a number of positions she was to hold over the next 35 years. They included responsibility as a personal banker, assistant manager and later manager of the newly opened South Elm Place Branch and commercial lending officer. She was elected a vice president in 1994.

Looking back, Medina said without question the most enjoyable aspect of her career has been the ability to assume a family-like relationship with so many customers. “I’ve seen them begin families, watched their kids grow up, graduate, get married and begin families of their own,” she said.

Expressing the feelings of many employees, Board Chairman Gregory Graham said, “I’m going to miss Carmen tremendously. She is a very caring person who is a real success story having worked her way up and always does right. She opened my first checking account.”

What’s ahead for the Medina clan? First up is Danny’s retirement in July and “putting the house in order,” doing things that the time restraints of their careers had not allowed them to do. Travel and spending more time with their children and seven grandchildren is absolutely on the calendar. So is volunteer work at her church and looking for an opportunity to “exercise the right side of my brain” which may include taking some courses in creative undertakings such as interior design.

While Medina won’t occupy her corner office after June 30, she makes it clear her heart will always be with that institution.

“This is such a great bank with wonderful people who care deeply about their customers and the community. They gave me a chance to live my dream and for that, I will always be grateful.”