Quarterly Lunch and Learn Series
Event Cancelled
We regret to inform you that the upcoming Lunch & Learn: Smart Money Moves has been cancelled.
We apologize for any inconvenience this may cause and thank you for your interest and support. We hope you’ll join us for future events hosted by Green Country Habitat for Humanity.
Smart Money Moves:
Tax Strategies, Retirement Readiness, and Charitable Giving
Date: EVENT CANCELLED
Time: 11 a.m. – 1 p.m.
Where: Legacy Plaza, 5330 E 31st St, Tulsa, OK 74135
Guests: Paula R. Hamel, Bruce A. Currie, and Cameron Walker
Take a midday break and discover Smart Money Moves to help you plan for the future while giving back to your community.
This session features Paula Hamel and Bruce Currie from MidFirst Bank, seasoned experts in Private Wealth Management with decades of experience in trust, investment, and generational wealth planning.
Paula and Bruce will share insights on tax-smart strategies, retirement readiness, charitable giving, and trust structures — all designed to help you grow both personal and generational wealth. You’ll also learn how strategic giving can create brighter futures for both you and families right here in Green Country.
Enjoy a complimentary lunch, learn something new, and connect with others who care about making a positive impact.
Space is limited, so reserve your seat today!
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This engaging series offers a chance to stay informed, connect with others, learn about the impact of our work in the community, and discover how you can show your support. Hope to see you there!
Series Sponsored by
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Paula joined MidFirst in 2015 and serves as regional manager and a senior trust officer for Tulsa Private Wealth Management, where she oversees a team of fiduciary professionals. She began her career in 1984 with Bishop Trust Company in Honolulu before relocating to Tulsa to join J.P. Morgan in 1994. Paula has more than 40 years of experience with trust, tax and wealth planning strategies.
To ensure superior service and coordination, Paula draws upon the resources of MidFirst and works closely with clients’ personal attorneys and accountants. In addition, she involves other specialists on the MidFirst team to provide comprehensive wealth management capabilities that help clients meet all their financial goals.
Her educational background includes a bachelor’s degree from the University of Oklahoma. Paula was a mentor for the OSU Spears Business School, is a member of the Tulsa Estate Planning Forum and University of Tulsa Friends of Finance. She is a past member and past treasurer on the board of directors for the Girl Scouts of Eastern Oklahoma for 15 years, and a member of the Juliet Low Leadership Advisory Committee and Sponsor Committee..
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Bruce Currie is a vice president and senior trust officer with the Tulsa Private Wealth team and has more than 35 years of banking and trust investment experience. He focuses on the provision of trust administration, investments and banking to high-net-worth clients and foundations.
Prior to joining MidFirst, Bruce was vice president and senior trust officer at J.P. Morgan and its predecessor banks. He also held various trust, investment and banking positions, including the JPMorgan Trust Advisory Council.
Bruce graduated from the University of Tulsa with a Bachelor of Science in business administration – finance. He is a co-founder and current board member of the University of Tulsa’s Friends of Finance. He received his Chartered Financial Analyst designation from the CFA Institute in Charlottesville, VA.
Bruce is a mentor for Oklahoma State University Spears Business School and University of Tulsa Collins School of Business. He currently serves on the board of directors of Dillon International, Inc. and University of Tulsa Friends of Finance, and is a past president of Kiwanis of Southeast Tulsa.
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Cameron Walker has served as the President and Chief Executive Officer of Green Country Habitat for Humanity, headquartered in Tulsa, Oklahoma since 2015. Under his leadership, the organization has transformed from a primarily volunteer-driven model into a professional agency, significantly increasing its capacity to provide affordable housing solutions.
Before Walker's tenure, the organization built approximately 1-3 homes annually. With strategic changes implemented under his guidance, Green Country Habitat for Humanity now constructs homes more efficiently, utilizing contractors and financial partnerships to offer below-market interest rate mortgages. This creative shift has enabled the organization to build up to 90 homes this year, positioning it as one of the top home-producing Habitat affiliates in the United States.
A notable completed project during Walker's leadership is the development of the Whittier Townhomes in the Kendall-Whittier neighborhood near downtown Tulsa. This multi-housing complex focuses on building affordable housing within vibrant neighborhoods, ensuring residents have access to essential services and community resources. Walker emphasizes the importance of location in affordable housing, stating, "It does no good to go out in the middle of nowhere and build a bunch of homes and isolate families." Public Radio Tulsa
