Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

Argent Trust Oklahoma

Tulsa Office Information

The Tulsa team of Argent Trust Oklahoma, formerly AmeriTrust Corporation, is led by Harvie Roe. AmeriTrust was founded in 1997 under Harvie’s leadership and merged with Argent in July 2018.

The Tulsa team provides comprehensive wealth management services with an emphasis on personal attention and superior client service.

Learn more about Argent Trust Oklahoma here.

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Our Team

Glenda Osei

Glenda Osei

Vice President, Operations Manager
Tulsa

Glenda Osei oversees the operations activities for our Tulsa team,  including database administration and handling internal & external audits. Glenda has been with AmeriTrust since 2000 and has over 30 years of professional experience in the trust industry serving...

J. Harvie Roe

J. Harvie Roe

President of Argent Trust Oklahoma-Tulsa
Tulsa

Harvie Roe is President 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

Financial Analyst
Tulsa

Jaylon Rodriguez joined the Tulsa team in 2023 as a financial analyst. Rodriguez will provide financial analytics and research support for clients. Before becoming a valuable asset to Argent, Rodriguez pursued his academic journey at the University of Oklahoma. During...

Kathleen Kriegel, J.D., CTFA

Kathleen Kriegel, J.D., CTFA

Vice President/Senior Trust Officer
Tulsa

Kathleen has been with the former AmeriTrust since its inception and oversees the trust and estate work at AmeriTrust Corporation. She holds a B.A. from The University of Oklahoma, a J.D. from The University of Tulsa School of Law and has over 30 years of professional...

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

Assistant Vice President/Financial Planning
Tulsa

Laurie has been 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 prudent financial...

Leisa Gebetsberger, J.D.

Leisa Gebetsberger, J.D.

Assistant Vice President
Tulsa

Leisa serves as Assistant Vice President for the Tulsa market, she is responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. Gebetsberger has more than three decades of experience in business...

Myles Linhares

Myles Linhares

Financial Planning Analyst
Tulsa

Myles Linhares joined the Tulsa team in 2021 as a financial planning analyst and brings to the company eight years of experience in wealth management, in his role, Linhares will provide financial analytics and research support for clients. Prior to working with Argent...

Quin Swiney, J.D.

Quin Swiney, J.D.

Vice President
Tulsa

A native Tulsan, Quin Swiney joined the former AmeriTrust in 2015. She serves as Vice President in our Tulsa office. Quin is a graduate of the University of Dallas with honors before attending Ave Maria School of Law in Michigan, where she was involved as president...

Ron Dugan, CFA®

Ron Dugan, CFA®

Sr. 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...

Glenda Osei

Glenda Osei

Vice President, Operations Manager
Tulsa

Glenda Osei oversees the operations activities for our Tulsa team,  including database administration and handling internal & external audits. Glenda has been with AmeriTrust since 2000 and has over 30 years of professional experience in the trust industry serving...

J. Harvie Roe

J. Harvie Roe

President of Argent Trust Oklahoma-Tulsa
Tulsa

Harvie Roe is President 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

Financial Analyst
Tulsa

Jaylon Rodriguez joined the Tulsa team in 2023 as a financial analyst. Rodriguez will provide financial analytics and research support for clients. Before becoming a valuable asset to Argent, Rodriguez pursued his academic journey at the University of Oklahoma. During...

Kathleen Kriegel, J.D., CTFA

Kathleen Kriegel, J.D., CTFA

Vice President/Senior Trust Officer
Tulsa

Kathleen has been with the former AmeriTrust since its inception and oversees the trust and estate work at AmeriTrust Corporation. She holds a B.A. from The University of Oklahoma, a J.D. from The University of Tulsa School of Law and has over 30 years of professional...

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

Assistant Vice President/Financial Planning
Tulsa

Laurie has been 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 prudent financial...

Leisa Gebetsberger, J.D.

Leisa Gebetsberger, J.D.

Assistant Vice President
Tulsa

Leisa serves as Assistant Vice President for the Tulsa market, she is responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. Gebetsberger has more than three decades of experience in business...

Myles Linhares

Myles Linhares

Financial Planning Analyst
Tulsa

Myles Linhares joined the Tulsa team in 2021 as a financial planning analyst and brings to the company eight years of experience in wealth management, in his role, Linhares will provide financial analytics and research support for clients. Prior to working with Argent...

Quin Swiney, J.D.

Quin Swiney, J.D.

Vice President
Tulsa

A native Tulsan, Quin Swiney joined the former AmeriTrust in 2015. She serves as Vice President in our Tulsa office. Quin is a graduate of the University of Dallas with honors before attending Ave Maria School of Law in Michigan, where she was involved as president...

Ron Dugan, CFA®

Ron Dugan, CFA®

Sr. 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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