Argent Family Wealth Services

Learn more by calling (800) 375-4646

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A fully collaborative approach from a team of experts

Building Enduring Legacies

Argent Family Wealth Services (AFWS) is a specialized team within Argent delivering services for complex wealth management and wealth planning situations.

High net worth and ultra-high net worth families seek out Argent for our holistic approach to wealth management. Our expertise is built on 30+ years administering all manner of trusts and managing investments, both within and outside of trusts. Beyond the technical work of managing our clients’ finances, we also provide “softer services,” including legacy planning—that is, preparing heirs to receive inheritances—and planning for charitable giving.

Individuals and families with significant wealth typically have highly unique or complex situations. For these clients, the AFWS team of wealth strategists offer in-depth experience performing chief financial officer type services as an extension of a client’s family business or family office. That work typically involves integrated services to facilitate income tax and estate tax planning and business consultations, layered on top of our already robust trust, investment management, legacy planning and philanthropic services.

The AFWS team’s objective in each client relationship is to strategically grow, preserve and pass on family wealth and support succession of legacy business interests.

The AFWS Strategic Core Team

The team is led by Dut LeBlanc, Executive Vice President of Argent Financial Group. Dut is a retired tax partner and board member with KPMG, one of the “Big Four” international accounting and professional services firms. Dut has worked with high-net worth families and businesses for over 40 years.

Core team members of AFWS are Mark Hartnett, who has two decades of experience assisting families with family governance, heir education and mentoring and legacy planning; Sam McGarr, who serves as a senior wealth strategist and also has over 40 years of professional experience; and Russ Allsup, who serves as a wealth strategist and has over a decade of professional experience.

Each of these members has a reputation of providing trusted counsel to clients in their current and previous professional endeavors and working with client advisors to formulate and execute the client’s plans. The team works throughout the Argent network supporting clients across all of Argent’s footprint.

Our Wider Team of Professionals:

According to the specific needs of each client relationship, the core AFWS team works with various professionals in the network to provide these and other services:

Examples of situations in which our AFWS strategic core team can assist:

  • Development, review, and execution of complex estate plans having diverse property interests (in coordination with your legal and accounting professionals)
  • Strategic operational and/or succession planning for closely held businesses including advisory board formation
  • Acquisitions and dispositions of business interests to ensure that income, estate and gift tax planning are considered
  • Review of financial compilations and models for complex family entity structures to improve decision-making in the deploying family and business capital
  • New joint venture business pursuits, such as reviewing and providing commentary on operating agreements and financial projection models
  • Review and advise on passive business investments
  • Development of family governance structure and education programming to prepare heirs for both inheritance of wealth and their future role within a family’s wealth management framework

Click here to view a comprehensive list of AFWS’s services

Contact one of the individuals linked above or fill out the contact form on this page to begin a conversation about how AFWS can serve your wealth management needs.

Services AFWS Provides

Wealth Management

A comprehensive approach designed to meet the unique needs of high net worth individuals and families, from complex financial planning to generational wealth transfer.

Trusts & Estate Planning

A broad spectrum of Trust strategies available to provide long-term financial stability and growth for your financial legacy.

Investment Management

A comprehensive scope of investment services that are designed to optimize the performance of your financial assets, based on your unique needs and strategy.

 Oil & Gas Management

All-encompassing oil and gas mineral management services, including contract negotiation, oil & gas accounting, asset evaluation, and ongoing management.

Locations

Austin

3508 Far West Blvd. Ste 375, Austin, TX 78731

PH: (512) 524-2300

Baton Rouge

4224 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809

PH: (225) 372-1903

Beaumont

6280 Delaware Suite B, Beaumont, TX 77706

PH: (409) 866-6280

Birmingham

600 University Park Place Suite 200, Birmingham, AL 35209

PH: (205) 730-5100

Charlotte

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

PH: (980) 224-4772

Corpus Christi

800 North Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401

PH: (361) 881-8222

Dallas

3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219

PH: (469) 708-3110

Greenville

15 South Main Street Suite 901, Greenville, SC 29601

PH: (864) 271-3422

Lake Charles

1400 Market Street Suite 1A, Lake Charles, LA 70601

PH: (337) 436-2966

Louisville

462 South Fourth Street Suite 1200, Louisville, KY 40202

PH: (502) 569-7400

Memphis - Argent

850 Ridge Lake Blvd. Suite #210, Memphis, TN 38120

PH: (901) 767-3103

New Orleans

201 St. Charles Ave. Suite 2420, New Orleans, LA 70170

PH: (504) 291-8800

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

PH: (405) 848-8899

Oxford

613 South Lamar, Oxford, MS 38655

PH: (662) 550-4751

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

PH: (580) 765-8899

Ridgeland

1063 Highland Colony Pkwy, Ridgeland, MS 39157

PH: (601) 707-0008

Ruston

500 E Reynolds Dr., Ruston, LA 71270

PH: (318) 251-5800

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

PH: (210) 352-2410

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

PH: (918) 610-8080

Austin

3508 Far West Blvd. Ste 375, Austin, TX 78731

(512) 524-2300

Baton Rouge

4224 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809

(225) 372-1903

Beaumont

6280 Delaware Suite B, Beaumont, TX 77706

(409) 866-6280

Birmingham

600 University Park Place Suite 200, Birmingham, AL 35209

(205) 730-5100

Charlotte

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

(980) 224-4772

Corpus Christi

800 North Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401

(361) 881-8222

Dallas

3838 Oak Lawn Avenue Suite 1715, Dallas, Texas 75219

(469) 708-3110

Greenville

15 South Main Street Suite 901, Greenville, SC 29601

(864) 271-3422

Lake Charles

1400 Market Street Suite 1A, Lake Charles, LA 70601

(337) 436-2966

Louisville

462 South Fourth Street Suite 1200, Louisville, KY 40202

(502) 569-7400

Memphis - Argent

850 Ridge Lake Blvd. Suite #210, Memphis, TN 38120

(901) 767-3103

New Orleans

201 St. Charles Ave. Suite 2420, New Orleans, LA 70170

(504) 291-8800

Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

Oxford

613 South Lamar, Oxford, MS 38655

(662) 550-4751

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

(580) 765-8899

Ridgeland

1063 Highland Colony Pkwy, Ridgeland, MS 39157

(601) 707-0008

Ruston

500 E Reynolds Dr., Ruston, LA 71270

(318) 251-5800

San Antonio

755 East Mulberry Suite 400, San Antonio, TX 78212

(210) 352-2410

Tulsa

4506 S. Harvard Ave., Tulsa, OK 74135

(918) 610-8080

Our Team

Brooks Campany

Brooks Campany

Regional Manager
Oxford

Brooks serves as Regional Manager for Argent Trust Company’s offices in Oxford and Jackson, Mississippi and Memphis, Tennessee with direct management over the Oxford market. Brooks expanded the Oxford office in late 2018 after working in our Nashville office for eight...

Chris Kelly, J.D.

Chris Kelly, J.D.

Market President - Nashville, TN
Nashville

Chris joined Argent in 2020 and serves as the senior leader of trust, estate and retirement services administration for the company's Middle Tennessee market. Chris has more than three decades of experience in estate planning, trust administration, nonprofits,...

Deidre S. Waltz, CFP®, CIMA®

Deidre S. Waltz, CFP®, CIMA®

Vice President, Relationship Manager
Oklahoma City

Deidre joined Heritage after a 20 year career with Northern Trust company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she was...

Dut LeBlanc, CPA

Dut LeBlanc, CPA

Executive Vice President
Shreveport

Dut joined Argent following his retirement from multinational accounting firm KPMG in 2019 after spending 40 years there. With Argent, Dut leads the company’s services for high net worth and ultra high net worth clients through the company’s Argent Family Wealth...

John McCollum, CFA®

John McCollum, CFA®

Chief Investment Officer, Argent Financial Group
Atlanta

John joined Argent Financial Group in 2015 and is responsible for overseeing investment management services for Heritage Trust Company and Argent Trust Company where he chairs the Investment Committee. John also supports corporate strategy and development activities...

Jon K. Daubert, J.D., LL.M.

Jon K. Daubert, J.D., LL.M.

Senior Vice President, Trust Officer
San Antonio

Jon joined Argent in 2019 and is responsible for managing personal and institutional relationships. He has more than 17 years of estate planning and trust banking experience with Frost Bank in San Antonio. Jon spent his early career in law, practicing as an estate,...

Mark C. Hartnett

Mark C. Hartnett

Managing Director, Argent Family Wealth Services
Oxford

Mark currently serves as Managing Director of Argent Family Wealth Services, a division of Argent Financial. His practice focuses on providing leadership to financially successful families that desire to grow their family balance sheet through multi-generational...

Michael Romero, J.D.,CWS®

Michael Romero, J.D.,CWS®

President
Oklahoma City

Michael P. Romero joined Heritage as Vice President and Relationship Manager in 2019 where he was responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. He was named President in 2022 where he is...

Michael S. Nutter

Michael S. Nutter

Senior Vice President, Wealth Advisor
Dallas

Michael serves as a senior vice president and wealth advisor in Argent Trust's Dallas market. He has over 45 years of fiduciary wealth management experience with a focus on providing service to high net worth families. Prior to joining Argent, Michael most recently...

Russell Allsup, CPA

Russell Allsup, CPA

Vice President
Shreveport

Russ is a wealth strategist with Argent Family Wealth Services, providing practical, tailored services for the unique needs of high-net-worth and ultra-high-net-worth individuals and families. This comprises strategic wealth and asset planning services to facilitate...

Samuel McGarr, CPA

Samuel McGarr, CPA

Senior Wealth Advisor
Birmingham

McGarr joined Argent Trust as a Senior Wealth Advisor at our Birmingham location in 2022. In his role, he will focus on holistic wealth management for high net and ultra-high net worth families by providing sophisticated and integrated tax, estate, closely held...

Timothy G. Barrett, J.D.

Timothy G. Barrett, J.D.

Senior Vice President, Trust Counsel
Louisville

Timothy has served with the Kentucky team since joining the Argent’s Louisville office in 2014. He has worked in the financial and estate planning area for over 30 years, including in his law practice and with J.P. Morgan Private Bank and PNC Wealth Management. As...

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