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Our People

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B. Michael Carroll, CPA, CTFA

CEO - Heritage Trust
Oklahoma City, OK

David Luke

President, Argent Mineral Management
Oklahoma City, OK

Dean Mailhes

President
Monroe, LA

Jim Webb

Managing Director
Birmingham, AL

Kyle McDonald

Chief Executive Officer
Ruston, LA

Mark C. Hartnett

Managing Director
Oxford, MS

Steven Wishnia

President & Managing Director
Memphis, TN

Kevin Karpe

President - Heritage Trust
Oklahoma City, OK

Michael Shearer

Managing Director, Chief Investment Officer
Birmingham, AL

S. Bond Payne, Jr

Vice Chairman, Corporate Development
Oklahoma City, OK

Charles Daniel

Managing Director, Acquisitions
Birmingham, AL

Laurie Parks, CPA

Chief Financial Officer
Ruston, LA

S. Bond Payne, Jr.

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

Charles D. Wade

Chief Operating Officer
San Antonio, TX

J. Aaron Jack

Chief Development Officer
Oklahoma City, OK

John McCollum, CFA

Chief Investment Officer
Atlanta, GA

Ken Alderman, CFA

President, Argent Trust
Birmingham, AL

Reid M. Harrell

Regional Executive,
Chief Fiduciary Officer
San Antonio, TX

J. Aaron Jack

Chief Development Officer
Oklahoma City, Oklahoma

Aarin Alford

Director of Human Resources & Professional Development
Ruston, LA

Alicia Block

Vice President & Trust Officer
Ruston, LA

Amy Benefield, CCTS

Trust Officer, Portfolio Operations Manager
Birmingham, AL

Andrew O’Sullivan, CFA

Equity Analyst
Memphis, TN

Andy Pendergrass, CFP®

Investment Advisor
Shreveport, LA

Ann Marie Mills

Senior Vice President,
Employee Benefits
Ruston, LA

Austin B. McCarty

Trust Assistant
Oxford, MS

Barry Guinn

Senior Vice President & Investment Advisor
Ruston, LA

Bart McMurry

Director of Equity Investments
Lake Mary, FL

Becky Trujillo

Assistant Vice President
Beaumont, TX

Beverly Myers

Assistant Vice President,
Trust Officer
Shreveport, LA

Blair M. Hull

Associate,
Philantrhopic Services
Oxford, Mississippi

R. Brad Knowles, MBA, CBFA

Managing Director
Oklahoma City, OK

Brandon Glenn

Senior Portfolio Manager
Ruston, LA

Brenda Van Valen, CFP, CTFA, CWS

Market President
Charlotte, NC

Brian Escobedo

Associate Portfolio Manager, Analyst
Memphis, TN

Bridget Van Gansbeke

Trust Administrative Officer
Louisville, KY

Brittyn Russell Brender, JD

Senior Vice President & Wealth Advisor
Fort Worth, TX

Brooks M. Campany

Vice President,
Director of Recruiting, Engagement & Culture
Oxford, MS

Bruce Carson, CPA

Relationship Manager
Oklahoma City, OK

Buffie Drennan-Campbell

Property Manager
Fort Worth, TX

Byron R. Moore, CFP®

Managing Director, Planning Group
Ruston, LA

Carrie Brown

Chief Compliance Officer
Ruston, LA

Carrie Olena

Operations Manager
Nahsville, TN

Cathy A. McKinzie

Senior Vice President, Director of Operations
Oklahoma City, OK

Charlene Hoffman

Vice President
& Relationship Manager
Orwigsburg, PA

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 H. Williams

General Counsel, Executive Vice President
Atlanta, GA

J. David Luce

Portfolio Manager
Memphis, TN

David Redding, CTFA, AEP, CWS

Market President
Austin, Texas

David Smith

Business Development Officer
Ruston, LA

David Thompson, CFA®

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

David W. Russell, CFP®, CSA®

Vice President and Trust Officer
Nashville, TN

Deanna Rankin

Chief Compliance Officer
San Antonio, TX

Debbie Holmes

Vice President & Trust Officer
Ruston, LA

Denise Spivey

Chief Compliance Officer
Memphis, TN

Drew Davis

Portfolio Manager
Shreveport, LA

Elizabeth Laufer

Relationship Manager
New Orleans, LA

Eric Leong, CFA, CAIA, FRM, PRM

Portfolio Manager
Memphis, TN

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

Grant McMurry

Director
Lake Mary, FL

Greer Redden, CTFA

Senior Vice President
Nashville, Tennessee

Heather Webb, JD, CPA

Vice President, Trust Officer
San Antonio, TX

Howard Safer

Chief Executive Officer, Argent Trust
Nashville, TN

J. Harvie Roe

President, AmeriTrust
Tulsa, OK

J. Hutchison (Hutch) Bryan, Jr.

Senior Portfolio Manager
San Antonio, Texas

James Boothe

Audit Manager
Ruston, LA

James M. Pettus, III

Senior Vice President
Corpus Christi, TX

Janet Cowart

Operations Manager
Ruston, LA

Jed F. Miller

Portfolio Manager & Research Analyst
Memphis, TN

Jeff Oliver

Vice President – Operations
Nashville, Tennessee

Jim Breaux

SVP & National Sales Executive
New Orleans, LA

Jim Christman

Vice President
& Trust Officer
Lake Charles, LA

Joe Fisher, Jr.

Senior Vice President
Beaumont, TX

John O. Allen, Jr.

Market President
Greenville, SC

Justin Mailhes, CFP®

Investment Advisor Representative
Monroe, LA

Kathy Mires

Real Estate Manager
Oklahoma City, OK

Kathy Sutton

Assistant Vice President
& Trust Officer
Ruston, LA

Katie Watts, CFIRS

Institutional Services Officer
Ruston, LA

Kelly Priestly, CFIRS™

Audit Manager
Ruston, LA

Kevin Reed

Market President
New Orleans, LA

Kimberly Breithaupt

SVP, Senior Audit Manager
Ruston, LA

Kody Bollenbach

Client Service Manager
Oklahoma City, OK

Kristen S. Sears

Vice President,
Trust Operations Manager
Memphis, TN

LaDeana Crawley

VP Taft-Hartley Client Services
Memphis, TN

Lana R. Patton

Vice President
& Institutional Services Officer
Ruston, LA

Linda Baker

Market President
Dallas, Texas

Linde Murphy, CRCP™

Managing Director
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

EVP, Institutional Services
Ruston, LA

Lynda Lewis, CISP

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 J. Cronin

Senior Portfolio Manager & Research Analyst
Memphis, TN

Mark Milton

Senior Vice President
New Orleans, LA

Mark Shorthouse

Senior Vice President, Fiduciary Consultant
Atlanta, GA

Marshall Bartlett

Senior Vice President, Portfolio Manager
Nashville, Tennessee

Mary Coane, CTFA, CFP®

Senior Vice President & Wealth Advisor
Dallas, TX

Matt McGuire

Senior Vice President
Oklahoma City, OK

Matthew Bankston, CFP®

Investment Operations Manager
Shreveport, LA

Matthew Hogle

Trader
Memphis, TN

Matthew Stephens, CFIRS™

Trust Auditor
Ruston, LA

Melissa Garner

Assistant Vice President & Trust Officer
Shreveport, LA

Michael H. Tindal

Director, Taft-Hartley Services
Memphis, TN

Michael R. Sierra, CFP®

Vice President,
Senior Trust Officer
San Antonio, TX

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, Jr.

Portfolio Manager
Shreveport, LA

Pat Clifton

Trust Administrator
Nashville, Tennessee

Paulette Bukauskas

Internal Auditor
Memphis, TN

Todd Wishnia

VP of Client Service


Randy Braddock

Vice President & Investment Advisor
Ruston, LA

Ray Kukreja

Vice President, Fiduciary Consultant
Atlanta, Georgia

Richard Fox

Portfolio Manager
New Orleans, LA

Richard Funchess

Senior Vice President
Beaumont, TX

Robert Strauss, CFA

Senior Portfolio Manager
Oklahoma City, OK

Robert T. Turnbull, JD

Property Manager
San Antonio, TX

Robert W. Barrett

Managing Director
Ruston, LA

Ryan Griep

Chief Information Officer
Ruston, LA

Saiyida Gardezi

Associate Portfolio Manager
Oklahoma City, OK

Samuel Boldrick

Director of Fixed Income
San Antonio, TX

Sandra Runyan

Controller
Memphis, TN

Sarah Warren

Director of Marketing
Ruston, Louisiana

Scott Notowich

Senior Vice President
Memphis, TN

Scott Rader, AIF, CPFA

Senior Vice Presdient
Nashville, Tennessee

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 A. Martin

Senior Vice President,
Senior Fiduciary Consultant
Atlanta, GA

Steve Jackson, CPA, CFP®

SVP, Funeral & Cemetery Trust Division
Wilmington, NC

Steven Stack

Chief Operating Officer
Lake Mary, FL

Sue Turnage

Market President
Fort Worth, Texas

T. Sterling Williams, CMM

Property Manager
Ruston, LA

Tasha Digre

Assistant Trust Officer
Nashville, TN

Timothy D. Quinn

SVP & Trust Officer
Shreveport, LA

Timothy G. Barrett, J.D.

SVP, Trust Counsel
Louisville, KY

Tony A. Scott

Vice President, Relationship Manager
Oklahoma City, OK

Trey Curtis, CFP®

Vice President & Investment Advisor
Monroe, LA

Ty Pendergrass, CFP®

Senior Vice President & Investment Advisor
Minden, LA

Vaughn Antley, CFP®

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, Relationship Manager
Oklahoma City, OK

Zelma Newberry

Marketing, Client Performance & Accounts Payable
Memphis, TN

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