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Kathleen Plate, CFIRS®

Vice President & Audit Manager

Certified Fiduciary and Investment Risk Specialist (CFIRS)
B.A (Accounting) University of Texas at San Antonio

Kathleen Plate has joined the San Antonio office as vice president and audit manager. Plate is responsible for implementation, monitoring and supervision of the fiduciary audit program for the trust companies under Argent Financial Group.

Before joining Argent, Plate was with Frost Bank for 25 years, serving most recently as vice president and fiduciary compliance specialist. Previous positions also included vice president of mineral asset management, vice president of trust tax and assistant vice president of internal audit. Plate belongs to the Fiduciary and Investment Risk Management Association (FIRMA) and is a FIRMA Second Line of Defense peer group member.

Plate earned her bachelor’s degree in accounting from the University of Texas at San Antonio and has also earned the Certified Fiduciary and Investment Risk Specialist (CFIRS) certification.

In addition, she is an active member and volunteers for the Annunciation of the Blessed Virgin Mary Catholic Church and the American Legion Auxiliary Unit #539.

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

755 East Mulberry Suite 400, San Antonio, TX 78212

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.

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Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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