On October 1st, AmeriTrust and Heritage Trust rebranded as Argent Trust Oklahoma, uniting our local teams and shared values under the same name across Oklahoma.

The best way to predict the future is to create it together.

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Our legacy teams in Tulsa and Oklahoma City have passionately served Oklahoma families and institutions for more than 25 years. In our relentless pursuit of excellence, we at AmeriTrust and Heritage Trust have come together under one name, Argent Trust Oklahoma, uniting our local teams and shared values under the same name across Oklahoma. As an Oklahoma state-chartered trust company, we are steadfast in our commitment to serving as the trusted fiduciary you rely upon through our team of local professionals delivering superior client service.

On October 1st, Heritage Trust and AmeriTrust rebranded as Argent Trust Oklahoma, uniting our local teams and shared values under the same name across Oklahoma.

– Peter Drucker

PLEASE FEEL FREE TO REACH OUT TO US WITH ANY QUESTIONS.

Thoughtful. Independent. Objective.

We are deeply indebted to each client, employee and professional partner that has interacted with our Oklahoma based company over the years and look forward to continuing those valued relationships.

J. Harvie Roe
CEO – Tulsa Market
AmeriTrust

PILLARS OF EXCELLENCE & SOLIDARITY

The People You Know and Trust

J. Harvie Roe
CEO – Tulsa Market

Kenny Brown, Jr, MBA
Senior Vice President,
Chief Operating Officer

Ron Dugan, CFA^®, CPA
Portfolio Manager

Kathleen Kriegel, J.D., CTFA
Vice President,
Senior Trust Officer

Quin Swiney, J.D.
Assistant Vice President, 
Trust Administration

Laurie Saint, CPA^®
Assistant Vice President, Financial Planning

Glenda Osei
Vice President,
Operations Manager

Myles Linhares
Financial Planning Analyst

Leisa Gebetsberger, J.D.
Trust Administrator

© 2023 Argent Trust Oklahoma. All Rights Reserved. 

Helping clients and their families achieve their financial goals.

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