Our Team

Our Team

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...

Heather Webb, JD, CPA

Heather Webb, JD, CPA

Assistant Vice President, Trust Officer
San Antonio

Heather Webb serves as Vice President and Trust Officer Argent Trust Company in our San Antonio office. Ms. Webb joined the company in 2015 and is responsible for managing client relationships as well as business development. She is a licensed attorney who is Board...

Howard Safer

Howard Safer

Vice Chairman, Argent Trust Company
Nashville

Howard joined Argent Trust Company in April 2012 as Chief Executive Officer and was named Vice Chairman in 2020. He serves families providing trust, investment, estate and family office services. Howard has more than three decades of experience. Prior to joining...

J. David Luce

J. David Luce

Portfolio Manager
Lake Mary

David is a portfolio manager for Core Plus Fixed Income strategy. Prior to joining Highland Capital Management, David has spent close to 20 years working for Lehman Brothers and then Barclays Capital as one of the top fixed income salesperson. David received BA in...

J. Harvie Roe

J. Harvie Roe

President, AmeriTrust
Tulsa

Harvie Roe is President and Founder of AmeriTrust Corporation, an Oklahoma Trust Company located in Tulsa, Oklahoma. The firm provides Fee-Only financial services including investment management, trust administration, and personal financial planning. He was previously...

J. Hutchison (Hutch) Bryan, Jr

J. Hutchison (Hutch) Bryan, Jr

Senior Portfolio Manager
San Antonio

J. Hutchison (Hutch) Bryan, Jr., CFA is a Senior Portfolio Manager at Argent Trust Company in our San Antonio office. He is responsible for fixed income portfolio management of client portfolios, with an emphasis on municipal and investment grade corporate bonds....

James Ferraro, JD

James Ferraro, JD

Trust Counsel
Shreveport

Jim joined Argent in 2016 and brought with him twelve years' experience as a Trust Officer, Manager of Trust Real Estate and Trust Counsel for a bank trust department in Kansas City. Prior to attending law school his previous career was as a Social Studies and History...

James M. Pettus, III

James M. Pettus, III

Senior Vice President
Corpus Christi

James has been with the company since 2004. His responsibilities include oversight of the Corpus Christi office, client service and business development in South Texas. He sits on the firm's Investment Committee and the Trust Management Committee. He has been a...

Janet Cowart

Janet Cowart

Operations Manager
Ruston

Janet serves as the Operations Manager for APS. Prior to joining APS, she worked for six years in the Operations and Compliance Departments of National Independent Trust Company, an Argent Financial Group subsidiary. She currently manages data processing for all...

Jason McDavid, CPA

Jason McDavid, CPA

Vice President & Wealth Advisor
Ridgeland

Jason joined Argent in 2020, coming to Argent from Gulf South Capital, a family office in Jackson, where he had provided finance and accounting support since 2017. Before that, he worked at KLLM Transport Services in Richland as controller of investment transportation...

Jason Simpson

Jason Simpson

Portfolio Manager, AmeriTrust Investment Advisors, Inc. & AmeriTrust Corporation
Tulsa

Having recently moved to Tulsa from Washington, Jason joined Argent-subsidiary AmeriTrust in 2020 as a Portfolio Manager and assists in the management and oversight of the AmeriTrust Core Value strategy. Additional responsibilities for Jason include discretionary...

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