Oklahoma City

621 N. Robinson, Suite 100, Oklahoma City, OK 73102

(405) 848-8899

Heritage Trust Company

Oklahoma City Office Information

Argent Trust Company of Oklahoma, which does business in Oklahoma City as 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 Heritage Trust, the office is home to teams for Argent/Heritage Mineral Management and Argent/Heritage Retirement Plan Advisors. Heritage, which was founded in 1998, combined with Argent in early 2015.

Learn more about Heritage at HeritageTrust.com.

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Our Team

Beau Bussey

Beau Bussey

Investment Analyst
Oklahoma City

Beau joined Argent in 2021 and works as an investment analyst responsible for preparing reports for internal meetings, conducting client accounts reviews, and assisting portfolio managers when necessary. Additionally, Beau acts as secretary of our investment committee...

Brooke Henderson, J.D., CFP®

Brooke Henderson, J.D., CFP®

Vice President, Relationship Manager
Oklahoma City

Brooke serves as Vice President, Relationship Manager at Heritage. She brings 14 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 variety of...

Bruce Carson, CPA

Bruce Carson, CPA

Vice President & Relationship Manager - Farm & Ranch
Oklahoma City

Bruce Carson, CPA joined the Heritage Team in 2018 and brings more than 25 years of experience in the accounting industry. He serves as relationship manager for Heritage Trust. Prior to Heritage, Bruce was the owner of a public accounting firm in Altus, Oklahoma. He...

David Luke

David Luke

President, Argent Mineral Management
Oklahoma City

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 S. Waltz, CFP®, CIMA®, CPWA®, CEPA®

Deidre S. Waltz, CFP®, CIMA®, CPWA®, CEPA®

Vice President, Relationship Manager
Oklahoma City

Deidre joined Heritage 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 was...

Heather Herndon

Heather Herndon

Relationship Management Associate
Oklahoma City

Heather serves as a Relationship Management Associate at Heritage. She joined the team in October of 2017, bringing eighteen years of experience in criminal justice and one year of Real Estate experience. Prior to joining the Heritage team, Heather worked at Avalon...

J. Aaron Jack

J. Aaron Jack

Chief Development Officer, Argent Financial Group

Chief Executive Officer, Heritage Trust Company
Oklahoma City

Aaron “A.J.” Jack joined Heritage Trust Company, a subsidiary of Argent Financial Group, 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...

Joni Land, CTFA®

Joni Land, CTFA®

Vice President, Relationship Manager
Oklahoma City

Joni, joined the Heritage Team in 2015. She serves as 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,...

Lance Johnson

Lance Johnson

Lease Associate
Oklahoma City

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...

Michael Romero, J.D.,CWS®

Michael Romero, J.D.,CWS®

President
Oklahoma City

Michael P. Romero joined Heritage as Vice President and Relationship Manager in 2019 where he was responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. He was named President in 2022 where he is...

Robert Strauss, CFA®

Robert Strauss, CFA®

Senior Portfolio Manager
Oklahoma City

Robert joined the Heritage Team in 2018 and brings more than 20 years of experience in the investment industry. He serves as senior portfolio manager for Heritage Trust. Prior to Heritage, Robert served as Managing Director at Stephens, Inc. in Little Rock, AR...

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