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.

Our Team

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®

Deidre S. Waltz, CFP®, CIMA®

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,...

Kevin Karpe

Kevin Karpe

President, Director of Relationship Management
Oklahoma City

Prior to joining Heritage Trust in 2010, Kevin was employed with Home National Bank of Ponca City as the market president and the head of a three-state trust division. He has more than 24 years of experience in the trust and investment industry including time as a...

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, JD

Michael Romero, JD

VP & Relationship Manager
Oklahoma City

In his role as vice president and relationship manager, Mike assists clients in a variety of areas, including trusts, probate and estate planning and administration. Mike came to Heritage from the Baptist Foundation of Oklahoma, where he served as vice president,...

R. Brad Knowles, MBA, CBFA

R. Brad Knowles, MBA, CBFA

Managing Director, Argent Retirement Plan Advisors
Oklahoma City

Brad started in the financial services business in 2001. The team currently manages $1.4b in employer sponsored retirement plans assets for 62 clients. Brad’s team manages $965m for 25 clients. This practice started on the idea of mitigating risk to improve outcomes....

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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