B. Michael Carroll, CPA, CTFA

  • 30
  • January 5, 2016
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CEO – Heritage Trust Company

Certified Public Accountant

Certified Trust and Financial Advisor

B.S. (Accounting), Oklahoma Christian University

National Graduate School of Banking, University of Wisconsin

Southwestern Graduate School of Banking, Southern Methodist University

Mike Carroll co-founded Heritage Trust and has served as the president and CEO since its inception in 1997. He has more than 40 years of experience in the trust industry in Oklahoma. Mr. Carroll began his career in 1974 with the First National Bank and Trust Company of Oklahoma City in the trust tax division where he prepared and reviewed federal and state fiduciary tax returns. Soon after, he managed trust operations and eventually became vice president and trust officer in personal trust administration.

Prior, Mike was an employed with Liberty/Bank one as a senior vice president responsible for trust administration in the Oklahoma City market and the western part of the state. His experience includes trust administration, accounting and tax matters involving family businesses and partnerships, many nontraditional alternative assets, as well as public and private charitable trusts and foundations.

A graduate of Oklahoma Christian University, Mike holds a bachelor’s degree in accounting. In 2007, he received the Outstanding Alumni Award from OC. A graduate of both the National Graduate School of Banking at the University of Wisconsin and the Southwestern Graduate School of Banking at Southern Methodist University, Mike is a Certified Public Accountant and a Certified Trust and Financial Advisor. He holds memberships in the American Institute of Certified Public Accountants and the Oklahoma Society of Public Accountants and OSCPAs 2017 Outstanding CPA in Industry Award.

Currently, Mike serves on the board of directors for the Oklahoma Medical Research Foundation, Boy Scouts of America-Last Frontier Council, the Charles Morton Share Foundation and the Lockhart Foundation.

A proud Eagle Scout and the father of three Eagle Scouts, Mike is also a former coach and referee of youth soccer in Edmond. He and his wife, Lisa, are active members of Memorial Road Church of Christ. In his free time, he enjoys reading and spending time with grandsons.