Email

LinkedIn

Andrea Olsen, CTFA

Assistant Vice President, Relationship Management Associate

Certified Trust and Fiduciary Advisor, American Bankers Association

Andrea serves as Assistant Vice President, Relationship Management Associate, where she assists clients in a variety of areas, including trusts, probate, estate planning and administration. She joined our team in July of 2020, bringing with her nine years of experience in the financial industry.

Prior to joining the former Heritage team, Andrea worked for seven years at WatersEdge Advisors.

After attending Toccoa Falls College in Georgia, Andrea completed Cannon Trust School and earned her Certified Trust and Fiduciary Advisor certification from the American Bankers Association.

Andrea serves on the board of the Oklahoma Association of Charitable Gift Planners, the National Association of Charitable Gift Planners, and the Oklahoma City Estate Planning Council.

In her spare time, Andrea enjoys spending time with her family, cooking, traveling and attending football games.

 

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

READ MORE

Latest News & Resources

Insights

Tax Cuts and Jobs Act (TCJA) Sunset Provision

Tax Cuts and Jobs Act (TCJA) Sunset Provision

Sunsets are good when you are with loved ones on the beach but bad when it is your last sunset.  Beginning in 2026, the IRS will sunset the limits for many tax brackets and exemption amounts. Here are a few items of note: • Tax brackets will draw back – this means...

The Morning View: July 11, 2024

The Morning View: July 11, 2024

 Announced this morning, the headline Consumer Price Index (CPI) decreased -0.1% in June, less than expected and one-tenth less than the previous month.  On an annualized basis it grew 3.0%, less than the annualized figure from the previous month.  The core rate,...

Interested in speaking with

one of our experts?

Share This