AmeriTrust Investment Advisors

Contact us at (918) 610-8080

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AmeriTrust Investment Advisors Overview

AmeriTrust Investment Advisors, Inc. (AIA), a Registered Investment Advisor firm, is an affiliated company which provides fee-for-service financial planning and investment management services for individuals, companies and charitable organizations. You will receive objective and personalized financial planning advice to help preserve and grow your wealth. We do not receive any commissions, rebates, finder’s fees or other forms of compensation from third parties.

AMERITRUST INVESTMENT ADVISORS PROVIDES THE FOLLOWING SERVICES:

  • COMPREHENSIVE FINANCIAL PLANNING
  • INVESTMENT MANAGEMENT

Click here to view our written Disclosure Brochure (Part 2A of Form ADV).

Click here to view our written Disclosures and Privacy Notice.

Locations

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

PH: (918) 610-8080

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

Our Team

J. Harvie Roe

J. Harvie Roe

CEO Argent Trust Oklahoma-Tulsa
Tulsa

Harvie Roe is CEO and Founder of Argent Trust Oklahoma's Tulsa office, formerly AmeriTrust Corporation. The firm provides fee-for-service financial services including investment management, trust administration, and personal financial planning. He was previously...

Jaylon Rodriguez

Jaylon Rodriguez

Investment Analyst
Tulsa

Jaylon Rodriguez is an investment analyst at Argent in Tulsa. He joined the team in 2023 as a financial analyst and now supports clients with investment research and financial analysis. Jaylon earned his bachelor's degree in business administration with a...

Kenny Brown, Jr., MBA

Kenny Brown, Jr., MBA

President of Argent Trust Oklahoma-Tulsa, Chief Operating Officer
Tulsa

Kenny Brown Jr. serves as President of Argent Trust Oklahoma in Tulsa while maintaining his crucial role as Chief Operating Officer of Argent Trust Oklahoma. He has been with Argent Financial Group since 2013, bringing more than ten years of trust and investment...

Laurie Horton, CPA

Laurie Horton, CPA

Vice President/Financial Planning
Tulsa

Laurie serves as Vice President with the financial planning department at AmeriTrust Investment Advisors, Inc. since 2002 and is committed to helping her clients reach their financial goals through comprehensive personal financial planning. She helps clients make...

Myles Linhares

Myles Linhares

Assistant Vice President
Tulsa

Myles Linhares, recently promoted to Assistant Vice President, joined the Tulsa team in 2021 as a Financial Planning Analyst and brings to the company twelve years of experience in wealth management. In his role, Linhares provides financial analytics and research...

Ron Dugan, CFA®

Ron Dugan, CFA®

Senior Portfolio Manager
Tulsa

Ron joined Argent Trust Oklahoma (formerly AmeriTrust) in 2020 as Portfolio Manager in our Tulsa office, bringing more than 30 years of investment management experience serving clients ranging from endowments, foundations, trusts, pensions, mutual funds, and high...

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