Argent Institutional Services Archives | Argent Financial Group, Inc

Mark Milton

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Senior Vice President, Institutional Services B.S. (Accounting), Mississippi College B.A. (Economics), Southern Methodist University Mark joined Argent in April 2018 as Senior Vice President, Institutional Services, where he is primarily…

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Kody Bollenbach

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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…

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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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Linde Murphy

Linde Murphy, CRCP™

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MANAGING DIRECTOR, Institutional Services CRCP™ Linde Murphy, Managing Director of Argent Institutional Services, works with corporations, nonprofits, and municipalities to design high quality and cost-effective retirement plan offerings. Prior to…

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Scott Rader, AIF, CPFA

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SENIOR VICE PRESIDENT, Business Development CPFA® AIF® Scott joined Argent in 2016 to serve as Senior Vice President and Business Development Officer for the company. He leads Argent’s client service and development in the…

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Chris Shankle, CPA, CGMA

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Senior Vice President Certified Public Accountant Chartered Global Management Account B.S. (Accounting), University of Mississippi Chris joined Argent in 2015. In his role as Senior Vice President, his specialty is employee benefit plans…

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R. Brad Knowles

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Managing Director, Argent/Heritage Institutional 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 Institutional…

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Matt McGuire

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Senior Vice President, Heritage Trust Certified Financial Planner™ M.S. (Finance), Oklahoma City University B.S. (Political Science), University of Richmond Mr. McGuire joined the Heritage team in 2006 and brings more…

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Carrie Brown

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Chief Compliance Officer B.S. (Finance), Louisiana Tech University Carrie joined Argent in 2004 as a part-time college student and came on full time in 2006. She currently serves as Chief…

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