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Michael Romero, JD

VP & Relationship Manager

J.D., University of Oklahoma
B.B.A. (Business Administration), Oklahoma Baptist University

In his role as vice president and relationship manager, Mike assists clients in a variety of areas, including trusts, probate and estate planning and administration.

Mike came to Heritage from the Baptist Foundation of Oklahoma, where he served as vice president, trust counsel from 2001 until 2016, when he was promoted to senior vice president, chief development officer. While there, he was responsible for supervising the development team which was responsible for planned giving and institutional relations. He also worked closely with the communications/marketing efforts along with participating in cross-team collaboration.

Mike served on the board of directors for the National Association of Charitable Gift Planner (formerly called the Partnership for Philanthropic Planning) from 2013-2016, and in October 2016, he served as the conference chair for the National Conference on Philanthropic Planning in Dallas, Texas. Mike also frequently speaks to groups on the topics of estate planning and charitable planned giving. He has spoken to hundreds of groups including presentations at the National Conference on Planned Giving (NCPP) 2013, Minneapolis, MN, and at NCPP 2014, Anaheim, CA along with various local planned giving councils across the country.

An adjunct professor at the University of Central Oklahoma, Mike teaches courses in estate planning and administration and business law. In addition, he is an active member of Council Road Baptist Church.

Mike earned his bachelor’s degree in business administration from Oklahoma Baptist University and his Juris Doctorate degree from the University of Oklahoma College of Law. He is also a member of the Oklahoma Bar.

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Heritage can expertly serve the multi-generational financial needs of your family.

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Philanthropic Services

Philanthropic Services

Heritage provides a team approach to Foundation Investment Management through our Outsourced Chief Investment Officer (OCIO) solutions. Our experienced staff can also assist with myriad board governance issues.

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The Morning View: January 21, 2020

The Morning View: January 21, 2020

Announced this morning, Initial Jobless Claims were 900,000 for the week ending January 16th, and Continuing Claims were 5,054,000 for the week ending January 9th.  Both were decreases from the previous week, but levels remain elevated.  Meanwhile, the European...

The Morning View: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

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