Argent Trust Oklahoma

Oklahoma City (405) 848-8899
Tulsa (918) 610-8080

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Argent Trust Oklahoma Overview

Oklahomans Serving Oklahoma

Argent Trust Oklahoma is Argent Financial Group’s Oklahoma-state chartered trust company, serving clients in Oklahoma City, Tulsa and across the region.  

For over two decades the Argent Trust Oklahoma team has helped individuals, families, businesses, and institutions ensure their legacy and safeguard their wealth through trust administration and estate planning, investment management, and other fiduciary-based services. 

Prior to operating under the Argent brand name, our Oklahoma City group did business as Heritage Trust Company, which was founded in 1998 and combined with Argent in 2015. Our Tulsa group, which was founded in 1997 as AmeriTrust Corporation, merged with Argent in 2018. Both companies were founded as local alternatives to “big bank” trust departments and both with the goal of providing comprehensive wealth management services with an emphasis on superior client service.

In 2023, the two chose to unite their local teams and shared values under the same name across Oklahoma.

We provide the following services:

 

Argent Trust Oklahoma Services

Trusts & Estate Planning

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

Employee Stock Ownership Plans

Premier trustee and special fiduciary services for employee stock ownership plans across the United States.

Funeral & Cemetery Trusts

A dedicated business unit focused solely on serving the deathcare businesses across the U.S. with funeral and cemetery trust needs.

Governmental Services

Administrative and investment expertise serving governments and municipal bodies in managing complex public finances.

Locations

Oklahoma City

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

PH: (405) 848-8899

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

PH: (580) 765-8899

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

PH: (918) 610-8080

Oklahoma City

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

(405) 848-8899

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

(580) 765-8899

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

Our Team

Andrea Olsen

Andrea Olsen

Assistant Vice President, Relationship Management Associate
Oklahoma City

Andrea serves as Assistant Vice President, Realationship 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...

Ashley Minnich

Ashley Minnich

Relationship Management Associate
Oklahoma City

Ashley joined the OKC Team in 2023 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration. Minnich will be responsible for maintaining client documentation, responding to client...

Beau Bussey

Beau Bussey

Investment Analyst
Oklahoma City

Beau joined Argent in 2021 and works as an investment analyst. His responsibilities include preparing reports for internal meetings, reviewing client accounts, and assisting portfolio managers when necessary. Additionally, Beau acts as secretary of our investment...

Brooke Henderson, J.D., CFP®

Brooke Henderson, J.D., CFP®

Vice President, Relationship Manager
Oklahoma City

Brooke serves as Vice President, Relationship Manager at Argent Trust Oklahoma. She brings 15 years of experience in a variety of fields — including legal, financial planning, trust administration and relationship management. In her role, Brooke assists clients in a...

Bruce Carson, CPA

Bruce Carson, CPA

Senior Vice President & Relationship Manager
Oklahoma City

Bruce Carson joined the former Heritage Team in 2018 and brings more than 25 years of experience in the accounting industry. He serves as Senior Vice President and Relationship Manager for Argent Trust Oklahoma, specializing in Farm and Ranch. Prior to Heritage, Bruce...

Deidre S. Waltz, CFP®, CIMA®, CPWA®

Deidre S. Waltz, CFP®, CIMA®, CPWA®

Senior Vice President, Relationship Manager
Oklahoma City

Deidre joined Argent Trust Oklahoma after a 20 year career with Northern Trust Company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she...

Genie Myers

Genie Myers

Relationship Management Associate
Oklahoma City

Genie joined the OKC Team in 2023 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration. Myers will be responsible for maintaining client documentation, responding to client inquiries...

Glenda Osei

Glenda Osei

Vice President, Operations Manager
Tulsa

Glenda Osei oversees the operations activities for our Tulsa team,  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...

Heather Herndon

Heather Herndon

Office Manager, Relationship Management Associate
Oklahoma City

Heather serves as an Officer Manager, Relationship Management Associate in the Oklahoma City office. She joined the team in October of 2017, bringing eighteen years of experience in criminal justice and one year of Real Estate experience. Prior to joining the former...

J. Aaron Jack

J. Aaron Jack

Chief Development Officer, Argent Financial Group

Chief Executive Officer, Argent Trust Oklahoma
Oklahoma City

Aaron “A.J.” Jack joined the former Heritage Trust Company in 2013. He spent five years as Vice President, Director of Development and Marketing, before being named Chief Development Officer in 2018 and assuming responsibility of marketing, sales and business...

J. Harvie Roe

J. Harvie Roe

President of Argent Trust Oklahoma-Tulsa
Tulsa

Harvie Roe is President and Founder of Argent Trust Oklahoma's Tulsa office, formerly AmeriTrust Corporation. The firm provides fee-for-service financial services including investment management, trust administration, and personal financial planning. He was previously...

Jaylon Rodriguez

Jaylon Rodriguez

Financial Analyst
Tulsa

Jaylon Rodriguez joined the Tulsa team in 2023 as a financial analyst. Rodriguez will provide financial analytics and research support for clients. Before becoming a valuable asset to Argent, Rodriguez pursued his academic journey at the University of Oklahoma. During...

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