About Our
Associates
Harvie Roe, President and CEO
M.B.A.; Southern Methodist University
B.B.A. Finance; University of Oklahoma
Certified Financial Planner (CFP)
Graduate of National Graduate Trust School (NGTS)
Formerly manager of Nations Bank s Trust (and predecessors) in Tulsa
21 years experience in the financial industry
Kathleen Kriegel,
Vice President/Senior Trust Administrator
J.D.; University of Tulsa
B.A.; University of Oklahoma
Graduate of National Graduate Trust School (NGTS)
14 years experience as a trust administrator
Susan Winton, Vice President/Operations Manager
15 years as operations manager at various Tulsa financial institutions
30 years experience in the trust industry
Gary Pierce, Vice President/Investments
M.B.S.; Fuqua School of Business, Duke University
B.S.; Oklahoma State University
Formerly with UBS Paine Webber and Merrill Lynch
Laurie Saint, Assistant Vice President
B.S.; Indiana University
Certified Public Accountant (CPA)
Lincoln Anderson, Assistant Vice President/ Investment Manager
MBA University of Arkansas at Little Rock
BA, University of Texas
Level 3 CFA Candidate
Edie Gregory, Assistant Vice President /Trust Administration
Juris Doctorate, University of Tulsa
BS, Oklahoma State University