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Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

AmeriTrust Companies

Tulsa Office Information

The Tulsa team of Argent Trust Company of Oklahoma, which does business under the name AmeriTrust Corporation, is led by Harvie Roe. AmeriTrust was founded in 1997 under Harvie’s leadership and merged with Argent in July 2018.

The AmeriTrust team provides comprehensive wealth management services with an emphasis on personal attention and superior client service.

Learn more about AmeriTrust at AmeriTrustTulsa.com.

Our Team

J. Harvie Roe, CFP®, MBA

J. Harvie Roe, CFP®, MBA

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...

Kenny Brown, Jr, MBA

Kenny Brown, Jr, MBA

Senior Vice President, Chief Operating Officer
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. In 2019 he was named VP, Business Development and in 2021 he became Senior Vice President...

Ron Dugan, CFA®, CPA

Ron Dugan, CFA®, CPA

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

Ron joined 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 net worth individuals. Prior to...

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, J.D., CTFA

Kathleen Kriegel, J.D., 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...

Quin Swiney, J.D.

Quin Swiney, J.D.

Assistant Vice President/Trust Administration, AmeriTrust Corporation
Tulsa

A native Tulsan, Quin Swiney joined AmeriTrust in 2015. Quin graduated from the University of Dallas with honors before attending Ave Maria School of Law in Michigan, where she served as president and chair of multiple student organizations and competed extensively in...

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...

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...

Myles Linhares

Myles Linhares

Financial Planning Analyst
Tulsa

Myles Linhares joined AmeriTrust in 2021 as a financial planning analyst based in the Tulsa office and brings to the company eight years of experience in wealth management.    AmeriTrust is a part of Argent Financial Group, a leading independent fiduciary wealth...

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