Taelor Latimer

Trust Officer

Taelor serves InvesTrust as a Trust Officer. Prior to joining InvesTrust in February 2024, she managed and coordinated business development efforts for a tax law firm.

From her previous roles and experience, she has honed her skills in leadership, project management, internal operations, public educational programs, revenue tracking and building rapport with clients.

Taelor is an Oklahoma native and holds a Bachelor of Science from Oklahoma State University. Early in her career, Taelor realized she had a passion for bettering and giving back to her community. She has served in multiple volunteer roles such a President of the Accounting and Financial Women’s Alliance Oklahoma City Chapter (AFWA), Chair of the Oklahoma City Young Professionals, Greater Oklahoma City Chamber Ambassador and more volunteer roles. Her biggest takeaways from serving in these organizations are the importance of financial literacy, connection and community.

She is currently a member of the Oklahoma City Estate Planning Council which provides up-to-date information on changes in law, tax codes and more that affect trust clients. Taelor is currently pursuing her Certified Trust and Fiduciary Advisor (CTFA) designation and has completed Cannon Trust School II to serve her clients with additional trust expertise.