Our Team

John joined Argent Financial Group in 2015 and is responsible for overseeing investment management services for Heritage Trust Company and Argent Trust Company where he chairs the Investment Committee. John also supports corporate strategy and development activities...

Brooks serves as Regional Manager for Argent Trust Company’s offices in Oxford and Jackson, Mississippi and Memphis, Tennessee with direct management over the Oxford market. Brooks expanded the Oxford office in late 2018 after working in our Nashville office for eight...

Chris joined Argent in 2020 and serves as the senior leader of trust, estate and retirement services administration for the company's Middle Tennessee market. Chris has more than three decades of experience in estate planning, trust administration, nonprofits,...

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...

Dut joined Argent following his retirement from multinational accounting firm KPMG in 2019 after spending 40 years there. With Argent, Dut leads the company’s services for high net worth and ultra high net worth clients through the company’s Argent Family Wealth...

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,...

Mark currently serves as Managing Director of Argent Family Wealth Services, a division of Argent Financial. His practice focuses on providing leadership to financially successful families that desire to grow their family balance sheet through multi-generational...

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...

Michael serves as a senior vice president and wealth advisor in Argent Trust's Dallas market. He has over 45 years of fiduciary wealth management experience with a focus on providing service to high net worth families. Prior to joining Argent, Michael most recently...

Russ is a wealth strategist with Argent Family Wealth Services, providing practical, tailored services for the unique needs of high-net-worth and ultra-high-net-worth individuals and families. This comprises strategic wealth and asset planning services to facilitate...

McGarr joined Argent Trust as a Senior Wealth Advisor at our Birmingham location in 2022. In his role, he will focus on holistic wealth management for high net and ultra-high net worth families by providing sophisticated and integrated tax, estate, closely held...

Timothy has served with the Kentucky team since joining the Argent’s Louisville office in 2014. He has worked in the financial and estate planning area for over 30 years, including in his law practice and with J.P. Morgan Private Bank and PNC Wealth Management. As...