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 and Kenny Brown. 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

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...

Whitney Blocker, AIF, CPFA

Whitney Blocker, AIF, CPFA

Vice President and Retirement Advisor
Oklahoma City

Whitney Blocker is Vice President of Argent Retirement Plan Advisors in Oklahoma. She has more than 17 years of experience in retirement plans, banking and insurance. At Argent, Whitney manages fiduciary compliance and risk management for plan sponsors, provides...

Wileyshka Jimenez

Wileyshka Jimenez

Client Service Associate
Tulsa

Wileyshka joined Argent Trust Oklahoma in 2022 and currently serves as a Client Service Associate in the Tulsa office. In this role, she supports the relationship management team and assists clients with a wide range of account service needs, helping ensure a seamless...

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...

Whitney Blocker, AIF, CPFA

Whitney Blocker, AIF, CPFA

Vice President and Retirement Advisor
Oklahoma City

Whitney Blocker is Vice President of Argent Retirement Plan Advisors in Oklahoma. She has more than 17 years of experience in retirement plans, banking and insurance. At Argent, Whitney manages fiduciary compliance and risk management for plan sponsors, provides...

Wileyshka Jimenez

Wileyshka Jimenez

Client Service Associate
Tulsa

Wileyshka joined Argent Trust Oklahoma in 2022 and currently serves as a Client Service Associate in the Tulsa office. In this role, she supports the relationship management team and assists clients with a wide range of account service needs, helping ensure a seamless...

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