Michael P. Romero serves as Senior Vice President of Philanthropic and Client Services in our Oklahoma market, focusing on supporting clients and advancing the firm’s philanthropic initiatives. He joined Heritage in 2019 as Vice President and Relationship Manager, where he supported individual and nonprofit clients across trust administration, estate planning, and asset management. In 2022, he was named President, taking on responsibility for leading and managing the Oklahoma City team.
Before joining Argent, Mike spent more than 15 years with WatersEdge Advisors (formerly The Baptist Foundation of Oklahoma), serving first as vice president and trust counsel, and later as senior vice president and chief development officer. Earlier in his career, he practiced law with McAfee & Taft as part of the Tax & Estate Planning Group.
Mike is an experienced speaker on estate planning and charitable giving and has presented at national conferences, including the National Conference on Planned Giving in Minneapolis and Anaheim. He previously served on the board of the National Association of Charitable Gift Planners and chaired the 2016 National Conference on Philanthropic Planning.
He holds a bachelor’s degree in business administration from Oklahoma Baptist University and a Juris Doctor from the University of Oklahoma College of Law. He is a member of the Oklahoma Bar and holds the Certified Wealth Strategist® and Accredited Trust and Fiduciary Advisor designations. Mike has also served as an adjunct professor at the University of Central Oklahoma, teaching estate planning, administration, and business law.
Active in the community, Mike serves on the Mercy Health Foundation Board, is a member of Rotary Club 29 in Oklahoma City, and is a graduate of Leadership Oklahoma City’s Class 40.
Mike and his wife, Laura, have four children and one granddaughter. He enjoys traveling, reading, hiking, and is an active member of Council Road Baptist Church.
