“No problem can be solved until it is reduced to some simple form. The changing of a vague difficulty into a specific, concrete form is a very essential element in thinking.”
As the famous musical artist Bob Dylan once said, “times, they are a changin.” We are certainly seeing that everywhere you look.
Our bank partners specifically are going through tremendous change; rapid increase in interest rates, increase in cost of funds, deposit roll off and an unprecedented competition for talent. It may look bleak to the untrained eye, but there is opportunity in uncertainty. What an incredible time to revisit the “true north” of your institution. As a bank, this is a chance to reinforce a strong culture, identify the positive attributes in how you provide value to your customers and plot a confident course for the future.
We have gone through the same exercise as a firm. How can we be a better organization and partner, has reinvigorated our purpose. Onward and upward is the theme of the day and we look forward to spreading that message in 2023!
Teamwork begins by building trust. Trust begins by building relationships.
Joe Crossley serves as our President and CEO. His mission is to partner with fellow CEOs, executives and entrepreneurs to grow and protect their personal and professional legacies. He grew up in Okarche, Oklahoma as part of a fifth generation farm family.
After starting his career in the PGA of America, Joe quickly rose through the ranks within the Operations Management division. He served on teams for the Senior PGA Championship, two PGA Championships and the Ryder Cup. In 2008, Joe returned to his home state and joined the Oklahoma City Thunder as the Manager of Marketing Strategies. His work in developing and building the Oklahoma City Thunder brand still resonates today throughout the organization.
In 2011, after experiencing a personal injury, his path was led to MassMutual Oklahoma. There he met Jim David, our founder and Chairman, quickly developing a shared vision. Over the next several years Joe and Jim would cultivate the evolution of what is now David Capital Partners. For nearly a decade, he has worked with companies, startups, estates and community banks to insure their needs. His knowledge of what truly drives conversations throughout our state, the industries that are essential and the importance of their sustainability is unique to our clients. His story is defined by the experiences and challenges our clients have faced while approaching them with a relentless optimism.
In addition to his extensive work throughout the state of Oklahoma, Joe continues as a producer on a family farm today. He and his father-in-law currently operate 1500 acres of cropland and pasture. Joe holds a Bachelor of Science in Marketing and International Business from Oklahoma State University.
Jim David serves as the Executive Chairman for David Capital Partners, an Oklahoma City based life insurance firm providing insured financial capital to fund estate, succession, and business needs. He has served the insurance industry since 1973, working for individuals, families, private and public companies. His specialty is working with community banks and funding large estate tax needs.
Born in Poteau, OK at the bottom of “The World’s Highest Hill”, he is a graduate of Muskogee High School. Jim earned a B.S. degree from Oklahoma State University in Life Insurance and Risk Management and has advance degrees from The American College in Bryn Mawr, PA. Jim has served as the State President of the Oklahoma Association of Insurance and Financial Advisors and Chairman of the Board for the CompSource Mutual Insurance Company, the leading provider of workers’ compensation in Oklahoma. His professional career has included serving as Career, District and General Agent for major life insurance companies.
Currently he is one of only six life insurance producers in Oklahoma with membership in the prestigious Advance Association for Life Underwriting (A.A.L.U.) in Washington, D.C. He has been named the outstanding Life Insurance Agent in Oklahoma. His entire insurance career has been protecting his clients from the financial hazards of living too long, dying too soon, or becoming disabled.
At the young age of 13, Jim received his Eagle Award presented to him by former United States Speaker of the House, Carl Albert. His daughters frequently tell him that he can do anything because he is an Eagle Scout! Today, he continues his loyalty to the Boy Scouts and serves as an Executive Board Member for the Last Frontier Council BSA.
In his church, he serves on the Board of Trustees for St. Luke’s United Methodist Church in Oklahoma City. In addition, he is an active member of the Oklahoma Bankers Association, Community Bankers Association of Oklahoma, OKC Estate Planning Council, The State Chamber and Rotary Club 29.
He resides in Edmond, OK with his wife, of 41 years, Cyndi. They have three daughters and 7 grandchildren. They relax at their lake home, enjoy old cars and travel.
Regan joined the team in June 2018. She is a graduate of Oklahoma State University, with a Bachelor of Science degree in Accounting. She has previously worked in the Oil and Gas Industry, in the areas of Revenue Accounting and field services accounting. Regan is an associate member of the BOLI team at David Capital Partners, where she works to provide a detailed pre-purchase analysis for our clients.
She is also passionate about helping young families learn about life insurance options and helping them to begin building layers of financial protection for their future as they begin their adult and professional lives. Regan cares deeply for families with special needs and the desire to find adequate coverage for their loved ones. Whether it is a rare disease, a difficult medical history, or other indicators that may otherwise make it challenging to obtain coverage, Regan is eager to help clients find coverage that will help meet the needs of their family.
Regan is a lifelong Oklahoma resident and currently resides in Edmond with her husband, Michael, and three sons. She and her husband enjoy real estate and design, traveling, lake weekends, gardening and enjoying moments with their boys.
Taylor joined the David Capital Partners team in September 2019. She studied Mass Communications at Oklahoma State University. She has worked in the non-profit sector and in the oil and gas industry throughout her career.
As the Director of Marketing, she heads the creative and behind-the-scenes operations for the team.
A lifelong Oklahoma resident, Taylor and her two children live in North Edmond. She enjoys writing, traveling, doing anything creative and renovating her country home.