On October 1st, Heritage Trust and AmeriTrust rebranded as Argent Trust Oklahoma, uniting our local teams and shared values under the same name across Oklahoma.
The best way to predict the future is to create it together.
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Our legacy teams in Oklahoma City and Tulsa have passionately served Oklahoma families and institutions for more than 25 years. In our relentless pursuit of excellence, we at Heritage Trust and AmeriTrust have come together under one name, Argent Trust Oklahoma, uniting our local teams and shared values under the same name across Oklahoma. As an Oklahoma state-chartered trust company, we are steadfast in our commitment to serving as the trusted fiduciary you rely upon through our team of local professionals delivering superior client service.
On October 1st, Heritage Trust and AmeriTrust rebranded as Argent Trust Oklahoma, uniting our local teams and shared values under the same name across Oklahoma.
– Peter Drucker
PLEASE FEEL FREE TO REACH OUT TO US WITH ANY QUESTIONS.
Wealth Management that Puts You First.
We are deeply indebted to each client, employee and professional partner that has interacted with our Oklahoma based company over the years and look forward to continuing those valued relationships.
J. Aaron Jack
CEO,
Argent Trust Oklahoma
PILLARS OF EXCELLENCE & SOLIDARITY
The People You Know and Trust
Rusanne Riggs
Operations Manager, Argent Mineral Management
Shannon Reed
Senior Mineral Manager, Argent Mineral Management
Deidre S. Waltz, CFP®, CIMA®, CPWA®, CEPA®
Vice President, Relationship Manager
Kathy Lee Hatchett, CFP® CEP® CAP®
Vice President,
Relationship Manager
J. Aaron Jack
CEO
Michael Romero, J.D.,CWS®
President
Beau Bussey
Investment Analyst
Brooke Henderson, J.D., CFP®
Vice President,
Relationship Manager
Bruce Carson, CPA
Vice President & Relationship Manager - Farm & Ranch
Taryn Clark, CPD
Communications Director
Heather Herndon
Relationship Management Associate
Lance Johnson
Lease Associate
Joni Land, CTFA®
Vice President, Relationship Manager
David Luke
President,
Argent Mineral Management
Leah McCombs, CSOP
Assistant Vice President, Relationship Manager
Robert Strauss, CFA®
Senior Portfolio Manager
© 2023 Argent Trust Oklahoma. All Rights Reserved.
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