Heritage Trust Archives | Argent Financial Group, Inc

Kody Bollenbach

By | | No Comments

Client Service Manager, Heritage Institutional B.A. (Strategic Communications), University of Central Oklahoma, Edmond Kody Bollenbach joined Heritage Trust in 2016. He serves on the Heritage Institutional Services team as a…

Read More
Saiyida Gardezi

Saiyida Gardezi

By | | No Comments

Associate Portfolio Manager Chartered Financial Analyst (CFA) Level III Candidate B.S. (Finance), American University of Sharjah Saiida serves the Heritage Trust Company Team as an Associate Portfolio Manager. She joined…

Read More

Bruce Carson, CPA

By | | No Comments

Relationship Manager Certified Public Accountant B.S. (Accounting), East Central University Bruce Carson, CPA joined the Heritage Team in 2018 and brings more than 25 years of experience in the accounting…

Read More

Robert Strauss, CFA

By | | No Comments

SENIOR PORTFOLIO MANAGER Chartered Financial Analyst FINRA Series 7 & 63 licensed B.S. (Business Administration), University of South Carolina Robert joined the Heritage Team in 2018 and brings more than…

Read More
Aaron Jack

J. Aaron Jack

By | | No Comments

Chief Development Officer B.A. (Business Administration), Texas A&M University Aaron “A.J.” Jack is responsible for marketing, sales and business development for the entire 12-state footprint of Argent Financial Group, Heritage…

Read More

Whitney Hufnagel

By | | No Comments

Vice President, Relationship Manager Level II Chartered Financial Analyst (CFA) candidate M.S. (Quantitative Financial Economics), Oklahoma State University, Stillwater B.S. (Agribusiness), Oklahoma State University, Stillwater Whitney began her career at…

Read More

Kathy Mires

By | | No Comments

Real Estate Manager B.S., Oklahoma Christian University Kathy Mires serves Heritage Trust Company as real estate manager. Mires offers clients more than 30 years of real estate experience. During her five-year stint…

Read More

Tony A. Scott

By | | No Comments

Vice President, Relationship Manager J.D., Oklahoma City University School of Law B.S. (Accounting), East Central University Tony A. Scott joined Heritage Trust as vice president, relationship manager in early 2014. …

Read More

Kevin Karpe

By | | No Comments

President, Heritage Trust Company Graduate Degree (Banking), Louisiana State University B.S. (Business Administration), Northwestern Oklahoma State University Prior to joining Heritage Trust in 2010, Kevin was employed with Home National…

Read More