Argent Fiduciary Consulting Services, LLC

Learn more by calling 318.251.5800

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Argent Fiduciary Consulting Services, LLC

AFCS staff provide operational, compliance and audit support services to all Argent entities to achieve compliance with the regulations, requirements and best practices of the fiduciary services industry.

Services Argent Fiduciary Provides

 Oil & Gas Management

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

Governmental Services

Administrative and investment expertise serving governments and municipal bodies in managing complex public finances.

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.

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.

Locations

Baton Rouge

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

PH: (225) 372-1903

Birmingham

600 University Park Place Suite 200, Birmingham, AL 35209

PH: (205) 730-5100

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

Baton Rouge

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

(225) 372-1903

Birmingham

600 University Park Place Suite 200, Birmingham, AL 35209

(205) 730-5100

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

Our Team

Amy Benefield, CCTS

Amy Benefield, CCTS

VP & Sr. Compliance Administrator
Birmingham

Amy serves as vice president and senior compliance administrator with Argent’s fiduciary consulting services division. In this role, she is responsible for all aspects of regulatory compliance for Argent Trust Company.  Prior to this role, she served high net worth...

Amy Rhodes, CFIRS

Amy Rhodes, CFIRS

Chief Compliance Officer
San Antonio

Amy serves as chief compliance office with Argent's Fiduciary Consulting Services division. In this role, she is responsible for all aspects of compliance for Argent Trust Company. Amy has nearly 30 years of banking and trust industry experience. Prior to joining...

Annaliese Russell

Annaliese Russell

Internal Auditor
Ruston

Annaliese serves as an internal auditor in the Ruston office. Russell with be focusing on providing objective evaluations of financial and operational functions. Prior to joining Argent, Russell served as a risk management intern for Federal Deposit Insurance...

Carrie Olena

Carrie Olena

Operations Manager
Nashville

Carrie joined Argent in 2015 and has worked in the trust profession for 13 years. She graduated from Kennesaw State University with a Bachelor of Business Administration in Finance.

Charles D. Wade

Charles D. Wade

Chief Operating Officer
San Antonio

Charles Wade joined Argent Financial Group in 2014 as Chief Operating Officer. Charles is primarily responsible for our operations, middle office, investment operations, compliance and audit divisions, as well as other strategic initiatives. Previously, Charles served...

Deanna Rankin

Deanna Rankin

Chief Risk Officer
San Antonio

Deanna began with Argent in July, 2018. In her role as Chief Risk Officer, Deanna is responsible for fiduciary compliance for all Argent trust companies. Prior to joining Argent, Deanna served as Senior Vice President and Trust Internal Audit Manager for Frost Bank....

Erik Aagaard, CFP®

Erik Aagaard, CFP®

Investment Operations Manager
San Antonio

Erik Aagaard serves Investment Operations Manager for Argent Fiduciary Consulting Services in our San Antonio office. Erik joined the company in 2001 and has been involved in multiple aspects of wealth management since then. He holds a Bachelor of Business...

Jeff Oliver

Jeff Oliver

Vice President – Investment Operations
Nashville

Jeff joined Argent Trust in 2018 with the merger of Independence Trust into Argent. He currently works in the Investment Operations Department for Argent Fiduciary Consulting Services in our Nashville office where he supports the Investment and Administration...

Jesus “Jesse” Loyo

Jesus “Jesse” Loyo

Senior Middle Office Administrator
San Antonio

Jesse joined Argent Trust and its predecessors in 2012, and prior to joining Argent, served as assistant branch manager for BBVA Compass in San Antonio, Texas. Jesse attended Our Lady of the Lake University in San Antonio, Texas where he received his undergraduate...

Kathleen Plate, CFIRS®

Kathleen Plate, CFIRS®

Vice President & Audit Manager
San Antonio

Kathleen Plate has joined the San Antonio office as vice president and audit manager. Plate is responsible for implementation, monitoring and supervision of the fiduciary audit program for the trust companies under Argent Financial Group. Before joining Argent, Plate...

Kimberly Breithaupt, CFIRS®

Kimberly Breithaupt, CFIRS®

Chief Audit Executive
Ruston

Kim began with Argent in July, 1996. In her role as Chief Audit Executive, Kim is responsible for management oversight of the internal audit process for all Argent trust companies. Kim also provides audit and compliance consulting services to third-party banks and...

Liz Currie

Liz Currie

Operations Manager
San Antonio

Liz has worked for both small and large banking institutions in the South Texas area. She graduated from Texas A & I University with a Bachelor of Business Administration in Accounting.

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