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

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

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

Our Team

Jaylon Rodriguez

Jaylon Rodriguez

Investment Analyst
Tulsa

Jaylon Rodriguez is an investment analyst at Argent in Tulsa. He joined the team in 2023 as a financial analyst and now supports clients with investment research and financial analysis. Jaylon earned his bachelor's degree in business administration with a...

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...

Kristen Briggs

Kristen Briggs

Executive Assistant to the President
Tulsa

Kristen Briggs serves as Executive Assistant to the President in Argent’s Tulsa office. In this role, she is responsible for the daily administration of trust and investment accounts, ensuring clients receive attentive and reliable support. A detail-oriented...

Laurie Horton, CPA

Laurie Horton, CPA

Vice President/Financial Planning
Tulsa

Laurie serves as Vice President 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...

Leisa Gebetsberger, J.D.

Leisa Gebetsberger, J.D.

Vice President & Trust Officer
Tulsa

Leisa serves as Vice President and Trust Officer for Argent Trust Oklahoma in the Tulsa market. In this role, she works closely with clients on a variety of matters, including trust administration, probate and estate planning and administration. She previously served...

Megan McCoy, CEP®, CTFA

Megan McCoy, CEP®, CTFA

Assistant Vice President, Associate Trust Officer
Oklahoma City

Megan serves as Assistant Vice President and Associate Trust Officer in the Oklahoma City market, where she serves as Administrative Officer for a select group of Agency and IRA accounts. In this role, she supports our Trust Officers and team with complex...

Michael Romero, J.D.,CWS®

Michael Romero, J.D.,CWS®

SVP, Philanthropic and Client Services
Oklahoma City

Michael P. Romero serves as Senior Vice President of Philanthropic and Client Services in our Oklahoma market, focusing on supporting clients and advancing the firm’s philanthropic initiatives. He joined Heritage in 2019 as Vice President and Relationship Manager,...

Mikala Jennings

Mikala Jennings

Relationship Management Associate
Oklahoma City

Mikala joined the OKC Team in 2024 as a Relationship Management Associate, where she assists clients with trusts, probate, estate planning, and administration. Her responsibilities include maintaining client documentation, responding to client inquiries, and...

Myles Linhares

Myles Linhares

Assistant Vice President
Tulsa

Myles Linhares, recently promoted to Assistant Vice President, joined the Tulsa team in 2021 as a Financial Planning Analyst and brings to the company twelve years of experience in wealth management. In his role, Linhares provides financial analytics and research...

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