San Antonio

Alan is responsible for managing personal and institutional relationships. A CFA® charterholder, Alan has more than 20 years of investment management experience, most recently with Frost Bank in Austin and San Antonio. He spent his career progressing through equity...

Amy serves as chief compliance officer with Argent's Fiduciary Consulting Services division. In this role, she is responsible for all aspects of compliance for Argent Trust Company. Amy has nearly 30 years of banking and trust industry experience. Prior to joining...

Anna Ervin serves as AVP, Business Risk Management Coordinator for Argent Fiduciary Consulting Services in San Antonio. She is an accomplished professional with a passion for building and nurturing vendor relationships. Anna brings extensive experience in third-party...

Charlie Wade joined Argent Financial Group in 2014 as Chief Operating Officer and is primarily responsible for advising our operations, middle office, investment operations, compliance and audit divisions, as well as other strategic initiatives. Previously, Charlie...

Creston serves as Senior Fixed Income Portfolio Manager for Orleans Capital Management, a subsidiary of Argent Financial Group, in our San Antonio market. He focuses on investment strategy and planning for clients, advising individuals, family offices, institutions,...

Erik Aagaard serves Investment Operations Manager for Argent Fiduciary Consulting Services in our San Antonio office. Erik joined the company in 2001 and has been involved in multiple aspects of wealth management since then. He holds a Bachelor of Business...

Jason Rangel has transitioned into the role of AML/CFT Officer at Argent Trust Company, continuing a career that began with the organization in May 2023. Previously serving as a Middle Office Administrator, he has consistently demonstrated a commitment to...

Jesse Loyo serves as Senior GRC System Administrative Officer for Argent Fiduciary Consulting Services. In this role, he is responsible for overseeing governance, risk and compliance (GRC) system administration across Argent’s platforms. He works to ensure the...

Jon joined Argent in 2019 and is responsible for managing personal and institutional relationships. He has more than 17 years of estate planning and trust banking experience with Frost Bank in San Antonio. Jon spent his early career in law, practicing as an estate,...

Karen Saunders joined Argent in 2024 as Market President of San Antonio and Corpus Christi. In her role, Karen is responsible for directing and managing the South Texas team, serving high-net-worth clients with trust, investment, estate, and family office services....

Kathy has joined the San Antonio office as vice president and audit manager.  Strzelczyk is responsible for implementation, monitoring and supervision of the fiduciary audit program for the trust companies under Argent Financial Group. Before joining Argent,...