MEET THE TEAM – David Capital Partners, Inc.

OUR TEAM

“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.”

–JP Morgan

JDC

WORDS FROM OUR CEO

As 2023 comes to a close, there is certainly a lot to take away from this year. Early on, we were trying to determine how high rates would go. As we close out fourth-quarter, there is increasing discussion on how soon rate cuts will happen. No doubt it has been one of the more challenging times for our bank partners and clients. 

Our goal at all times is to manage risk as if we were sitting in your seat and to provide meaningful results. As we look back at the challenges the last several years have posed, it’s encouraging that we’ve been able to deliver that stability as a partner. I am thankful for the relationships we’ve built and look forward to continuing that stability into 2024.

JOE CROSSLEY

PRESIDENT & CEO

MEET THE TEAM

Teamwork begins by building trust.  Trust begins by building relationships.

JOE CROSSLEY

PRESIDENT & CEO
[email protected] • 405.306.1476

JAMES R. DAVID

EXECUTIVE CHAIRMAN
[email protected] • 405.818.6060

REGAN RAFF

DIRECTOR OF OPERATIONS
[email protected]

TAYLOR JANE LAMBERT

DIRECTOR OF MARKETING
[email protected]

JOE CROSSLEY

PRESIDENT & CEO

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 July 2023, Joe completed the Graduate School of Banking Colorado program along with a number of bankers from around the country. Through unwavering commitment and rigorous study, Joe has emerged with a thorough understanding of banking’s intricate dynamics. This achievement reinforces David Capital’s commitment to our banking partners and how we can be a proficient resource for years to come.

In addition, his extensive work throughout the state of Oklahoma continues as a producer on the family farm. He and his father-in-law currently operate 1500 acres of cropland and pasture, focusing primarily on winter wheat. Joe also holds a Bachelor of Science in Marketing and International Business from Oklahoma State University.

JIM DAVID

EXECUTIVE CHAIRMAN

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 RAFF

DIRECTOR OF OPERATIONS

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 JANE LAMBERT

DIRECTOR OF MARKETING

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.