Argent Trust Oklahoma

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

COMPLETE THE FORM BELOW TO BEGIN A DISCUSSION WITH AN ARGENT PROFESSIONAL TODAY:

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

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., CTFA

Quin Swiney, J.D., CTFA

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...

Randy Hahn, J.D., CTFA

Randy Hahn, J.D., CTFA

Vice President and Relationship Manager
Oklahoma City

Randy serves as Vice President and Relationship Manager at Argent Trust Oklahoma in our Oklahoma City office. With more than 22 years of experience, he began his career as a Trust Officer in 1998 and has led several trust organizations since 2004, developing deep...

Robert Strauss, CFA®

Robert Strauss, CFA®

Senior Portfolio Manager, Investments
Oklahoma City

Robert Strauss joined the former Heritage team in 2018 and brings more than 20 years of experience in the investment industry. He serves as senior portfolio manager for Argent Trust Oklahoma. Prior to Heritage, Robert served as Managing Director at Stephens, Inc. in...

Ron Dugan, CFA®

Ron Dugan, CFA®

Senior Portfolio Manager
Tulsa

Ron joined Argent Trust Oklahoma (formerly AmeriTrust) in 2020 as Portfolio Manager in our Tulsa office, bringing more than 30 years of investment management experience serving clients ranging from endowments, foundations, trusts, pensions, mutual funds, and high...

Whitney Williams

Whitney Williams

Relationship Management Associate
Oklahoma City

Whitney joined the OKC Team in 2026 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...

Wileyshka Jimenez

Wileyshka Jimenez

Client Service Associate
Tulsa

Wileyshka joined Argent Trust Oklahoma in 2022 and currently serves as a Client Service Associate in the Tulsa office. In this role, she supports the relationship management team and assists clients with a wide range of account service needs, helping ensure a seamless...

Interested in speaking with

one of our experts?