4506 S. Harvard Ave., Tulsa, OK 74135
(918) 610-8080The 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.
David Cox serves as a Trust Officer with Argent Trust Oklahoma in the Tulsa office, where he works with individuals and families on trust administration and estate settlement. Before joining Argent, David served as an Estate Tax Legal Specialist with the Internal...
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...
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...
Jacob joined Argent in 2025 as a Trust Officer in the Argent Trust Oklahoma office in Tulsa. He is responsible for administering trust, estate, and investment accounts for individuals, private foundations, and endowments. Before joining Argent, Jacob spent five years...
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...
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. 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...
Kristen Briggs serves as Executive Assistant to the President in Argent’s Tulsa office. In this role, she is responsible for the daily administration of trust and investment accounts, ensuring clients receive attentive and reliable support. A detail-oriented...
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...
Leisa serves as Vice President and Trust Officer for Argent Trust Oklahoma in the Tulsa market. In this role, she works closely with clients on a variety of matters, including trust administration, probate and estate planning and administration. She previously served...
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...
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...
David Cox serves as a Trust Officer with Argent Trust Oklahoma in the Tulsa office, where he works with individuals and families on trust administration and estate settlement. Before joining Argent, David served as an Estate Tax Legal Specialist with the Internal...
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...
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...
Jacob joined Argent in 2025 as a Trust Officer in the Argent Trust Oklahoma office in Tulsa. He is responsible for administering trust, estate, and investment accounts for individuals, private foundations, and endowments. Before joining Argent, Jacob spent five years...
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...
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. 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...
Kristen Briggs serves as Executive Assistant to the President in Argent’s Tulsa office. In this role, she is responsible for the daily administration of trust and investment accounts, ensuring clients receive attentive and reliable support. A detail-oriented...
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...
Leisa serves as Vice President and Trust Officer for Argent Trust Oklahoma in the Tulsa market. In this role, she works closely with clients on a variety of matters, including trust administration, probate and estate planning and administration. She previously served...
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...
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...