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Joni Land, CTFA®

Vice President, Relationship Manager

B.S. (Finance), University of Oklahoma

Joni, joined the Heritage Team in 2015. She serves as Vice President, Relationship Manager where she is responsible for managing client relationships. Joni holds the Certified Trust and Financial Advisor designation and has experience in trust administration, accounting and wealth planning and management.

After completing her studies in Finance from the University of Oklahoma, she began her career as a Financial Consultant with Bank Oklahoma Securities Corporation and Investment Professionals, working with individuals and families to accomplish and manage financial independence.

She also has experience as an Independent Petroleum Landman, where her responsibilities included title research, abstracting, leasing, and lease and contract development. She and her husband Keith enjoy spending time with their children and grandchildren. Her hobbies include running, golfing and traveling.

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

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Latest News & Resources

Insights

The Morning View: June 30, 2022

The Morning View: June 30, 2022

Announced this morning, Personal Income increased 0.5% in May, as expected and unchanged from the revised figure from the previous month. Personal Spending increased 0.2% in May, less than expected and the previous month was revised lower; however Real Personal...

3 Benefits to Updating Your Financial Plan

3 Benefits to Updating Your Financial Plan

Here’s a simple, but important question our team always asks someone seeking advice on managing their wealth: When was the last time you met with your advisor to thoroughly review and update your financial plan? If the answer is either “I can’t remember” or “More than...

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