Heritage Trust Archives | Argent Financial Group, Inc

Michael Romero, JD

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VP & Relationship Manager J.D., University of Oklahoma B.S. (Business Administration), Oklahoma Baptist University In his role as vice president and relationship manager, Mike assists clients in a variety of…

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Saiyida Gardezi

Saiyida Gardezi

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Portfolio Manager Passed all three levels of the Chartered Financial Analyst (CFA) program B.S. (Finance), American University of Sharjah Saiyida serves the Heritage Trust Company Team as a Portfolio Manager….

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Bruce Carson, CPA

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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…

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Robert Strauss, CFA

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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…

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Aaron Jack

J. Aaron Jack

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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…

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Whitney Hufnagel

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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…

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Kevin Karpe

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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…

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R. Brad Knowles, MBA, CBFA

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Managing Director Certified Behavioral Finance Analyst M.B.A. (Finance), University of Oklahoma B.S. (Finance), University of Oklahoma Brad Knowles started in the financial services business in 2001. The team currently manages…

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B. Michael Carroll, CPA, CTFA

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CEO – Heritage Trust Company Certified Public Accountant Certified Trust and Financial Advisor B.S. (Accounting), Oklahoma Christian University National Graduate School of Banking, University of Wisconsin Southwestern Graduate School of…

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S. Bond Payne, Jr.

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Chairman of the Board & CEO, Heritage Wealth Management B.S. (Political Science), Vanderbilt University Bond co-founded Heritage Trust Company in 1997, working in compliance and asset management before being named…

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