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

Joni Land, CTFA

Joni Land, CTFA

Senior Vice President, Relationship Manager
Oklahoma City

Joni, joined the OKC in 2015. She serves as Senior Vice President, Relationship Manager where she is responsible for managing client relationships. Joni holds the Certified Trust and Financial Advisor designation and has experience in trust administration, accounting...

Kathleen Kriegel, J.D., CTFA

Kathleen Kriegel, J.D., CTFA

Vice President/Senior Trust Officer
Tulsa

Kathleen has been with the former 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...

Kathy Lee Hatchett, CFP® CEP® CAP®

Kathy Lee Hatchett, CFP® CEP® CAP®

Vice President, Relationship Manager
Oklahoma City

Kathy Lee Hatchett has been appointed as vice president, relationship manager in our Oklahoma City office.  Hatchett will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. Hatchett brings...

Kenny Brown, Jr, MBA

Kenny Brown, Jr, MBA

President of Argent Trust Oklahoma-Tulsa, Chief Operating Officer
Tulsa

Kenny Brown Jr. serves as President of Argent Trust Oklahoma in Tulsa while maintaining his crucial role as Chief Operating Officer of Argent Trust Oklahoma. He has been with Argent Financial Group since 2013, bringing more than ten years of trust and investment...

Laurie Horton, CPA

Laurie Horton, CPA

Assistant Vice President/Financial Planning
Tulsa

Laurie 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 financial...

Leisa Gebetsberger, J.D.

Leisa Gebetsberger, J.D.

Assistant Vice President
Tulsa

Leisa serves as Assistant Vice President for the Tulsa market, she is responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. Gebetsberger has more than three decades of experience in business...

Lori Rhinehart

Lori Rhinehart

Relationship Management Associate
Oklahoma City

Lori joined the OKC team in the fall of 2023 as a Relationship Management Associate. With precision and expertise, she provides invaluable support to clients across diverse domains, ranging from trusts and probate to estate planning and administration. Lori brings...

Megan McCoy, CEP®

Megan McCoy, CEP®

Relationship Management Associate
Oklahoma City

Megan joined the OKC Team in 2022 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration. Megan earned her bachelor’s degree in Family and Community Service from Oklahoma Baptist...

Michael Romero, J.D.,CWS®

Michael Romero, J.D.,CWS®

President of Argent Trust Oklahoma-OKC
Oklahoma City

Michael P. Romero joined Heritage as Vice President and Relationship Manager in 2019 where he was responsible for assisting individual and nonprofit clients in a variety of areas, including trust administration, estate planning, and asset management. He was named...

Myles Linhares

Myles Linhares

Financial Planning Analyst
Tulsa

Myles Linhares joined the Tulsa team in 2021 as a financial planning analyst and brings to the company eight years of experience in wealth management, in his role, Linhares will provide financial analytics and research support for clients. Prior to working with Argent...

Nancy Willis

Nancy Willis

Director of Royalty Trust Services
Dallas

Nancy Willis has been promoted to Director of Royalty Trust Services in our Dallas office. Her responsibilities will primarily focus on providing information to the unitholders of the seven, publicly traded royalty trusts for which Argent serves as trustee, with the...

Quin Swiney, J.D.

Quin Swiney, J.D.

Vice President
Tulsa

A native Tulsan, Quin Swiney joined the former AmeriTrust in 2015. She serves as Vice President in our Tulsa office. 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...

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