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Our People

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Kyle McDonald

Chief Executive Officer
Ruston, LA

S. Bond Payne, Jr

Vice Chairman, Corporate Development
Oklahoma City, OK

Laurie Parks, CPA

Chief Financial Officer
Ruston, LA

Charles D. Wade

Chief Operating Officer
San Antonio, TX

John McCollum, CFA

Chief Investment Officer
Atlanta, GA

Reid M. Harrell

Regional Executive,
Chief Fiduciary Officer
San Antonio, TX

J. Aaron Jack

Chief Development Officer
Oklahoma City, Oklahoma

Ken Alderman

President
Birmingham, AL

Aarin Alford

Director of Human Resources & Professional Development
Ruston, LA

Alicia Block

Vice President & Trust Officer
Ruston, LA

amy benefield
Amy Benefield

Assistant Vice President, Trust Officer, Portfolio Operations Manager
Birmingham, AL

Andy Pendergrass, CFP®

Investment Advisor
Minden, LA

Ann Marie Mills

Senior Vice President,
Employee Benefits
Ruston, LA

B. Michael Carroll

President and CEO – Heritage Trust Company
Oklahoma City, OK

Barry Guinn

Senior Vice President & Investment Advisor
Ruston, LA

Becky Trujillo

Assistant Vice President
Beaumont, TX

Beverly Myers

Assistant Vice President,
Trust Officer
Shreveport, LA

Blair M. Hull

Associate,
Philantrhopic Services
Oxford, Mississippi

Brandon Glenn

Senior Portfolio Manager
Ruston, LA

Brenda Van Valen, CFP, CTFA, CWS

Market President
Charlotte, NC

Bridget Van Gansbeke

Trust Administrative Officer
Louisville, KY

Brooks M. Campany

Vice President,
Director of Recruiting, Engagement & Culture
Nashville, TN

Buffie Drennan-Campbell

Property Manager, Argent Mineral Management
Southlake, TX

Byron R. Moore, CFP®

Managing Director,
Planning Group
Ruston, LA

Carrie Brown

Chief Compliance Officer
Ruston, LA

Cathy A. McKinzie

Senior Vice President, Director of Operations
Oklahoma City, OK

Charlene Hoffman

Vice President
& Relationship Manager
Orwigsburg, PA

Charles D. Daniel III

Managing Director, Acquisitions
Birmingham, AL

Charles R. Dudley II

Vice President
Hot Springs, AR

Chris Holtzclaw

VP & Corporate Counsel
Ruston, LA

Chris Shankle, CPA, CGMA

Senior Vice President
Shreveport, LA

Clay Hardy

Senior Vice President
Beaumont, TX

Constance Lich

Executive Assistant
Memphis, TN

Cort H. Bethmann, J.D.

Vice President, Wealth Advisor
Nashville, Tennessee

Daniel Taylor, CPA

Controller
Ruston, LA

David Franks, CTFA, AIF

Market President
Memphis, TN

David Fuselier

Senior Vice President
Beaumont, TX

David H. Williams

General Counsel, Executive Vice President
& Manager
Atlanta, GA

David Luke

President, Argent Mineral Management
Oklahoma City, OK

David Redding, CTFA, AEP, CWS

Market President
Austin, Texas

David Smith

Business
Development Officer
Ruston, LA

David Thompson

Managing Director,
Senior Portfolio Manager & Research Analyst
Memphis, TN

Dean Mailhes

President
Monroe, LA

Debbie Holmes

Vice President & Trust Officer
Ruston, LA

Denise Spivey

Chief Compliance Officer
Memphis, TN

Drew Davis

Portfolio Manager
Shreveport, LA

Erik Aagaard, CFP®

Portfolio Manager
San Antonio, TX

Frank Hosse

Director of Investments
Nashville, TN

Gary A. Moore

Market President,
Louisiana
Shreveport, LA

Glenda Grigsby

Assistant Trust Officer
Shreveport, LA

Greer Redden, CTFA

Senior Vice President
Nashville, Tennessee

Heather Webb, JD, CPA

Vice President, Trust Officer
San Antonio, TX

Howard Safer

Chief Executive Officer
Nashville, TN

J. Aaron Jack

Vice President, Director of Development and Marketing
Oklahoma City, OK

J. Hutchison (Hutch) Bryan, Jr.

Senior Portfolio Manager
San Antonio, Texas

James M. Pettus, III

Senior Vice President
Corpus Christi, TX

Janet Cowart

Operations Manager
Ruston, LA

Jay Mullins

Senior Vice President, Institutional Client Service Manager
Greenville, SC

Jed F. Miller

Portfolio Manager
& Research Analyst
Memphis, TN

Jeff Oliver

Vice President – Operations
Nashville, Tennessee

Jim Christman

Vice President
& Trust Officer
Lake Charles, LA

jim webb
Jim Webb

Managing Director
Birmingham, AL

Joe Fisher, Jr.

Senior Vice President
Beaumont, TX

John Allen
John O. Allen, Jr.

Market President
Greenville, SC

Kathy Mires

Real Estate Manager
Oklahoma City, OK

Kathy Sutton

Assistant Vice President
& Trust Officer
Ruston, LA

Katie Watts

Compliance Officer
Ruston, LA

Kevin Karpe

President
Oklahoma City, OK

kevin reed
Kevin Reed

Market President
New Orleans

Kimberly Breithaupt

Chief Risk Officer
Ruston, LA

Kristen S. Sears

Vice President,
Trust Operations Manager
Memphis, TN

Lana R. Patton

Vice President
& Institutional Services Officer
Ruston, LA

Linda Baker

Market President
Dallas, Texas

Linde Murphy, CRCP™

Managing Director, Institutional Services
San Antonio, TX

Lisa O’Blanc

Senior Vice President
Beaumont, TX

Liz Currie

Operations Manager
Corpus Christi, TX

Logan Hunt

Property Consultant
Ruston, LA

Lucius McGehee

President,
Institutional Services
Ruston, LA

Lynda Lewis Argent Trust Tennessee
Lynda Lewis

Vice President, Trust Officer
Birmingham, AL

Lynn Burns

Trust Officer
Nashville, Tennessee

Lynn Higginbotham

Vice President,
Mineral Manager
Shreveport, LA

Mandy Eynon

Assistant Vice President
Beaumont, TX

Marc Hansberger

Senior Vice President,
Fiduciary Consultant
Atlanta, GA

Mark C. Hartnett

Managing Director
Oxford, MS

Mark J. Cronin

Senior Portfolio Manager & Research Analyst
Memphis, TN

Mark Shorthouse

Senior Vice President, Fiduciary Consultant
Atlanta, GA

Marshall Bartlett

Senior Vice President, Portfolio Manager
Nashville, Tennessee

Matt McGuire

President, Heritage Institutional
Oklahoma City, OK

Matthew Bankston

Vice President
Shreveport, LA

Matthew Stephens

Trust Auditor
Ruston, LA

Melissa Garner

Assistant Vice President & Trust Officer
Shreveport, LA

Michael R. Sierra, CFP®

Vice President,
Senior Trust Officer
San Antonio, TX

michael shearer
Michael Shearer

Managing Director, Chief Investment Officer
Birmingham, AL

Micher Christophe

Vice President, Fiduciary Administration
Atlanta, GA

Mike Jones

Managing Director,
Investment Group
Ruston, LA

Mindy S. Hirt

Vice President,
Wealth Advisor
Nashville, TN

Mollie Seymour

Senior Vice President & Trust Officer
Birmingham, AL

Murphy Anderson

Trust Officer
Shreveport, LA

Nicole Jacobsen-Nally, CTFA

Market President
Louisville, KY

oren welborn
Oren Welborn, Jr.

Portfolio Manager
Shreveport, LA

Pat Clifton

Trust Administrator
Nashville, Tennessee

Paulette Bukauskas

Internal Auditor
Memphis, TN

Todd Wishnia




R. Brad Knowles

Managing Director, Heritage Institutional
Oklahoma City, OK

Randy Braddock

Vice President & Investment Advisor
Ruston, LA

Ray Kukreja

Vice President, Fiduciary Consultant
Atlanta, Georgia

Richard Funchess

Senior Vice President
Beaumont, TX

Robert W. Barrett

Managing Director
Ruston, LA

Ryan Griep

Chief Information Officer
Ruston, LA

Samuel Boldrick

Director of Fixed Income
San Antonio, TX

Sandra Runyan

Controller
Memphis, TN

Sarah Warren

Director of Marketing
Ruston, Louisiana

Scott Rader, AIF, CPFA

Senior Vice Presdient
Nashville, Tennessee

scottie traylor argent
Scottie Traylor

Vice President & Investment Advisor
Monroe, LA

Shannon Harrington, CFA

Senior Portfolio Manager
Nashville, TN

Shannon Reed

Senior Property Manager
Oklahoma City, OK

Stephanie D. Allen, JD, CWS

Vice President & Senior Wealth Advisor
Austin, TX

Stephen B. Payne, Jr.

Chairman of the Board & CEO – Heritage Wealth Management
Oklahoma City, OK

Stephen A. Martin

Senior Vice President,
Senior Fiduciary Consultant
Atlanta, GA

Steven Wishnia

President
& Managing Director
Memphis, TN

Sue Turnage

Market President
Fort Worth, Texas

Susan M. Longmire

Vice President,
Fiduciary Administration
Atlanta, GA

Timothy Barrett

Senior Vice President,
Wealth Advisor
Louisville, KY

Tony A. Scott

Vice President, Relationship Manager
Oklahoma City, OK

trey curtis
Trey Curtis, CFP®

Vice President & Investment Advisor
Monroe, LA

Ty Pendergrass, CFP®

Senior Vice President & Investment Advisor
Minden, LA

Vaughn Antley

Senior Vice President & Senior Investment Officer
Monroe, LA

Walter Park

Portolio Analyst
San Antonio, TX

Wayne Warren

Equity &
Fixed Income Trader
Memphis, TN

Whitney Hufnagel

Vice President, Portfolio Manager
Oklahoma City, OK

Zelma Newberry

Marketing,
Client Performance & Accounts Payable
Memphis, TN

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