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Lisa O’Blanc

Senior Vice President & Trust Officer

Texas Bankers Association Trust I & II
San Jacinto College

Lisa joined Argent in 2013 after working for its predecessor, Genesis Wealth Management. As Senior Vice President, Lisa focuses on trust administration. She has expertise in court-ordered trusts as well as preneed and perpetual care trusts.

Lisa has almost 30 years of financial services experience ranging from commercial and retail banking to personal trust and estate administration. Lisa has continued her education by attending Trust Courses from Texas Bankers Association and Cannon Financial Institute.

Active in her community, Lisa is a Commissioner for Hardin County Emergency Services District, Executive Board Member of Family Services of Southeast Texas and a Member of Southeast Texas Estate Planning Council. She is also a Member of Hardin Country Rotary Club and a past Paul Harris Award recipient.

Lisa enjoys traveling and reading. She and her husband, Steven, have one son and a family dog, Marley.

6280 Delaware Suite B, Beaumont, TX 77706

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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Wealth Management

Wealth Management

Our expert 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: January 15, 2021

The Morning View: January 15, 2021

In this morning’s data, Retail Sales for December fell -0.7%, worse than expected.  Non-store Retailers, Electronics & Appliances, and Food Service & Drinking Places were especially weak, while Gasoline Stations showed some strength.  The Control Group, which...

Recognizing the Value of Financial Planning for Trust Beneficiaries

Recognizing the Value of Financial Planning for Trust Beneficiaries

BY: DAVID RUSSELL, CFP®, CSA® Vice President & Trust Officer  |  (601) 707-0008 When it comes to working with clients, professional services providers (CPAs, estate planning attorneys, for example) know that one thing is nearly certain: their clients’ financial...

Argent Employee Spotlight – Jason Simpson

Argent Employee Spotlight – Jason Simpson

Meet Jason Simpson, who is with AmeriTrust in Tulsa and has been with us for 1 year.   Q. What led you to Argent and what makes it unique? A. While working for a competitor, I was approached by one of my colleagues to assist with the firm’s investment management....

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