621 N. Robinson, Suite 100, Oklahoma City, OK 73102
(405) 848-8899Argent Trust Oklahoma (formerly Heritage Trust Company) is located in the historic Journal Record Building, designed in 1923 by renowned architect Solomon Layton and added to the Register of Historic Places in 1980. The building was renamed “The Heritage” in 2015.
In addition to a large trust and wealth management team, the office is home to our OKC Argent Mineral Management team.
Learn more about Argent Trust Oklahoma here.
Ana serves as Assistant Vice President and Associate Trust Officer in the Oklahoma City market. In this role, she acts as Administrative Officer for a select group of Agency and IRA accounts, working closely with Trust Officers to support clients through complex...
Andrea serves as Assistant Vice President, Director of Client Operations, where she assists clients in a variety of areas, including trusts, probate, estate planning and administration. She joined our team in July of 2020, bringing with her nine years of experience in...
Ashley joined the OKC Team in 2023 as a Relationship Management Associate and quickly advanced to Office Manager. She also serves as Executive Assistant to both the Market President and the CEO, where she supports leadership and helps keep operations running smoothly....
Beau joined Argent in 2021 and works as an investment analyst. His responsibilities include preparing reports for internal meetings, reviewing client accounts, and assisting portfolio managers when necessary. Additionally, Beau acts as secretary of our investment...
Brooke serves as Vice President, Relationship Manager at Argent Trust Oklahoma. She brings 15 years of experience in a variety of fields — including legal, financial planning, trust administration and relationship management. In her role, Brooke assists clients in a...
Bruce Carson joined the former Heritage Team in 2018 and brings more than 25 years of experience in the accounting industry. He serves as Senior Vice President and Relationship Manager for Argent Trust Oklahoma, specializing in Farm and Ranch. Prior to Heritage, Bruce...
David joined the Argent Mineral Management (AMM) team as Managing Director in 2014 and in 2016 became President. His skills in analysis, negotiation, financial oversight and budget preparation are a huge asset to AMM's clients. David came to Heritage from Chesapeake...
Deidre joined Argent Trust Oklahoma after a 20 year career with Northern Trust Company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she...
Chief Development Officer, Argent Financial Group
Chief Executive Officer, Argent Trust OklahomaAaron “A.J.” Jack joined the former Heritage Trust Company in 2013. He spent five years as Vice President, Director of Development and Marketing, before being named Chief Development Officer in 2018 and assuming responsibility of marketing, sales and business...
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...
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...
Lance has worked in oil & gas lease negotiations with Argent Mineral Management (formerly Heritage Mineral Management) since 2014. In that time he has closed on more than $7 million in leases. Prior to joining Argent, Lance was founder and partner of ProDevelopment...
Ana serves as Assistant Vice President and Associate Trust Officer in the Oklahoma City market. In this role, she acts as Administrative Officer for a select group of Agency and IRA accounts, working closely with Trust Officers to support clients through complex...
Andrea serves as Assistant Vice President, Director of Client Operations, where she assists clients in a variety of areas, including trusts, probate, estate planning and administration. She joined our team in July of 2020, bringing with her nine years of experience in...
Ashley joined the OKC Team in 2023 as a Relationship Management Associate and quickly advanced to Office Manager. She also serves as Executive Assistant to both the Market President and the CEO, where she supports leadership and helps keep operations running smoothly....
Beau joined Argent in 2021 and works as an investment analyst. His responsibilities include preparing reports for internal meetings, reviewing client accounts, and assisting portfolio managers when necessary. Additionally, Beau acts as secretary of our investment...
Brooke serves as Vice President, Relationship Manager at Argent Trust Oklahoma. She brings 15 years of experience in a variety of fields — including legal, financial planning, trust administration and relationship management. In her role, Brooke assists clients in a...
Bruce Carson joined the former Heritage Team in 2018 and brings more than 25 years of experience in the accounting industry. He serves as Senior Vice President and Relationship Manager for Argent Trust Oklahoma, specializing in Farm and Ranch. Prior to Heritage, Bruce...
David joined the Argent Mineral Management (AMM) team as Managing Director in 2014 and in 2016 became President. His skills in analysis, negotiation, financial oversight and budget preparation are a huge asset to AMM's clients. David came to Heritage from Chesapeake...
Deidre joined Argent Trust Oklahoma after a 20 year career with Northern Trust Company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she...
Chief Development Officer, Argent Financial Group
Chief Executive Officer, Argent Trust OklahomaAaron “A.J.” Jack joined the former Heritage Trust Company in 2013. He spent five years as Vice President, Director of Development and Marketing, before being named Chief Development Officer in 2018 and assuming responsibility of marketing, sales and business...
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...
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...
Lance has worked in oil & gas lease negotiations with Argent Mineral Management (formerly Heritage Mineral Management) since 2014. In that time he has closed on more than $7 million in leases. Prior to joining Argent, Lance was founder and partner of ProDevelopment...