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Laurie Saint, CPA®

Assistant Vice President/Financial Planning

Laurie Saint has been with the financial planning department at the former 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 decisions and build personal net worth based on a financial plan of recommendations specific to their needs. Laurie also supports implementation of the plans, continuous monitoring, and timely updates.

Prior to joining AmeriTrust, Laurie began her career working for two major companies in corporate finance followed by seven years in public accounting. She holds a B.S. from Indiana University Kelley School of Business. Laurie is a Certified Public Accountant and an Oklahoma Registered Investment Advisor Representative.

Laurie currently serves on the Advisory Board for Tulsa’s Town Hall and is a Master Gardener. She is married to Michael Horton, Executive Director of the Coffee Bunker in Tulsa. Together they enjoy ballroom dancing, jazz and blues venues and spending time with their children and grandchildren.

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

4506 S. Harvard Ave., Tulsa, OK 74135

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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Market Perspectives- September 2023

Market Perspectives- September 2023

An Oversold (and Confused) Market • In mid-July, 87% of the S&P stocks exceeded their 50-day moving average. By mid-August, the high point had fallen to 33%, and as of September’s close, the number of stocks still holding above their 50-day moving average slipped...

Investment Outlook – September 2023

Investment Outlook – September 2023

Same Song, Second (or Third or Fourth) Verse There’s a certain sameness to the current market environment. It seems that we’ve been facing a familiar dynamic tension for most of the past year: GDP is thankfully still positive — no recession yet, and the unemployment...

The Morning View: September 29, 2023

The Morning View: September 29, 2023

In this morning’s data, Personal Income grew 0.4% in August, as expected and higher than the previous month.  Personal Spending grew 0.4% in August, slightly lower than expected and moderately lower than the previous month.  Real Personal Spending, which accounts for...

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