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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 over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

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Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Insights

The Morning View: December 2, 2022

The Morning View: December 2, 2022

Announced this morning, the economy added 263,000 jobs in November, higher than expected. The Leisure and Hospitality industry was strong, while the Retail Trade industry was weak. The Unemployment Rate held steady at 3.7% and the Labor Force Participation Rate at...

Retirement Times December 2022 Newsletter

Retirement Times December 2022 Newsletter

December 2022 This month's Retirement Times discusses the following: How to End the Year on a Bright Note Provider Consolidation in the Retirement Plan Market: Impacts for Sponsors Four Things to Know About Plan Limit Hikes Participant Corner - ‘Tis the Season for...

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