4506 S. Harvard Ave., Tulsa, OK 74135
(918) 610-8080The 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.
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 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 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...
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...
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 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 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 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...
Leisa serves as Trust Administrator for AmeriTrust. She will be 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 development,...