Contact: Brooks Campany, Argent Financial Group, Inc.
firstname.lastname@example.org | 318-243-4275
OKLAHOMA CITY, January 7, 2019 – Ryan Barnett has joined Heritage Retirement Plan Advisors as vice president of retirement services. Reporting to Brad Knowles, managing director of Heritage Retirement Plan Advisors, Barnett will be responsible for managing fiduciary compliance and investment advisory services for employer-sponsored retirement plans.
Heritage Retirement Plan Advisors is a subsidiary of Argent Financial Group, a leading independent fiduciary wealth management firm responsible for $19 billion in client assets.
Barnett has more than 10 years of experience within the retirement plan industry as a legal and compliance specialist and plan advisor. Before joining Heritage, he worked for five years at InvesTrust Retirement Specialists as the director of Retirement Services, where he advised clients on the design and implementation of retirement plans. He also worked in the employee benefits compliance field for large financial institutions in Tulsa and Dallas, Texas.
“Ryan has a thorough understanding of ERISA and fiduciary governance and brings to Heritage a broad spectrum of retirement plan experience,” said Knowles. “There’s no doubt his vast knowledge of ERISA and IRS regulations will be of tremendous benefit to our team, and most importantly, the unbiased, agnostic advice for our clients.”
“As a native of Oklahoma, I’m an admirer of Heritage’s reputation for serving the needs of clients,” said Barnett. “I look forward to leading the team and continuing Heritage’s laser focus on being a true, specialty service for plan sponsors and fiduciaries of retirement plans.”
Barnett received his bachelor’s degree in business administration from the University of Oklahoma and his Juris Doctorate from the University of Tulsa. He is also a registered Series 65 Investment Advisor Representative and a member of the Oklahoma Bar Association.
About Heritage Retirement Plan Advisors
A subsidiary of Argent Financial Group, Heritage Retirement Plan Advisors is a registered investment advisor with the SEC that specializes in providing fiduciary and investment advisory services to employer-sponsored qualified and non-qualified retirement plans. Clients range from large publicly traded companies to multi-generationally owned family businesses, non-profits and municipalities.
About Argent Financial Group
Argent Financial Group (AFG) is a leading independent fiduciary wealth management firm. Responsible for $19 billion in client assets, AFG provides individuals, families, institutions and businesses with a broad range of wealth management services including trust administration and related services, investment management, family office services, retirement plan and charitable organization administration, mineral (oil and gas) management, and financial, retirement and estate planning. The company was also recently named to the Inc. 5000 list of the fastest-growing companies in the U.S. For more information, visit www.ArgentFinancial.com.