AmeriTrust

Learn more by visiting AmeriTrustTulsa.com

AmeriTrust Overview

Preserving and Growing Client Wealth

The AmeriTrust Companies were established in 1997 by a group of professionals—many of whom have worked together since 1988—desiring to provide superior financial services in the Tulsa, Oklahoma area with an emphasis on personal attention and superior client service. These services include professional trust administration, investment management, and fee-only financial planning. The AmeriTrust business philosophy is simple: Preserve and grow clients’ wealth.

AmeriTrust strives to deliver a highly personalized service, tailored specifically for each client, and desires to create long-term relationships by linking our success with the success of our clients. AmeriTrust merged with Argent in July 2018, in order to further expand services for AmeirTrust clients.

Services AmeriTrust Provides

Trusts & Estate Planning

A broad spectrum of Trust strategies available to provide long-term financial stability and growth for your financial legacy.

Wealth Management

A comprehensive approach designed to meet the unique needs of high net worth individuals and families, from complex financial planning to generational wealth transfer.

Investment Management

A comprehensive scope of investment services that are designed to optimize the performance of your financial assets, based on your unique needs and strategy.

Financial Planning

A comprehensive service provided by trained and experienced CERTIFIED FINANCIAL PLANNER™ professionals, encompassing the areas of Investment, Tax, Retirement, Estate and Insurance planning.

Locations

Our Team

Gary Pierce, MBA

Gary Pierce, MBA

Vice President /Portfolio Manager, AmeriTrust Investment Advisors, Inc. & AmeriTrust Corporation
Tulsa

Gary Pierce oversees the investment management department at AmeriTrust, including the discretionary management of individual stock and bond portfolios for individual and institutional clients. Gary has over 30 years of professional experience as an investment manager...

Glenda Osei

Glenda Osei

Vice President, Operations Manager
Tulsa

Glenda Osei oversees the operations activities for AmeriTrust 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 in...

J. Harvie Roe

J. Harvie Roe

President, AmeriTrust
Tulsa

Harvie Roe is President and Founder of AmeriTrust Corporation, an Oklahoma Trust Company located in Tulsa, Oklahoma. The firm provides Fee-Only financial services including investment management, trust administration, and personal financial planning. He was previously...

Jason Simpson

Jason Simpson

Portfolio Manager, AmeriTrust Investment Advisors, Inc. & AmeriTrust Corporation
Tulsa

Having recently moved to Tulsa from Washington, Jason joined Argent-subsidiary AmeriTrust in 2020 as a Portfolio Manager and assists in the management and oversight of the AmeriTrust Core Value strategy. Additional responsibilities for Jason include discretionary...

Kathleen Kriegel, JD, CTFA

Kathleen Kriegel, JD, CTFA

Vice President/Senior Trust Officer, AmeriTrust Corporation
Tulsa

Kathleen has been with 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 experience...

Kenny Brown, Jr, MBA

Kenny Brown, Jr, MBA

Vice President/Business Development, AmeriTrust Investment Advisors, Inc. & AmeriTrust Corporation
Tulsa

Kenny joined AmeriTrust in 2017 as Assistant Vice President and Portfolio Manager, bringing more than 10 years of career experience in the trust and financial services industry. Prior to AmeriTrust, he spent four years at Heritage Trust in Oklahoma City, also part of...

Laurie Saint, CPA®

Laurie Saint, CPA®

Assistant Vice President/Financial Planning, AmeriTrust Investment Advisors, Inc.
Tulsa

Laurie Saint has been 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 prudent...

Quin Swiney, JD

Quin Swiney, JD

Assistant Vice President/Trust Administration, AmeriTrust Corporation
Tulsa

A native Tulsan, Quin Swiney joined AmeriTrust in 2015. 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 and chair of multiple student organizations and competed...

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