Argent Fiduciary Consulting Services, LLC

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Argent Fiduciary Consulting Services, LLC

The Expertise You Need

In addition to providing support services to all Argent entities, we work with other federal and state chartered fiduciary institutions to achieve compliance with the regulations, requirements and best practices of the fiduciary services industry. From auditing and regulatory compliance to risk management, we provide a full array of services to our clients, including the capability to train your staff to achieve these results in house. Our staff has extensive expertise in trust and investment services.

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

Our Team

Amy Benefield, CCTS

Amy Benefield, CCTS

VP & Sr. Compliance Administrator
Birmingham

Amy joined Argent Trust in 2016 with the opening of the company’s Birmingham location. She has over 10 years of trust and financial service experience. In her role as Assistant Vice President and Trust Officer with Argent, she will serve high net worth families with...

Amy Martin

Amy Martin

Assistant Vice President, Vendor Management
Ruston

Amy has worked at Argent for 27 years. In her current role, she is responsible for our Vendor Management department. Before this position, Amy served in various roles with Operations, Corporate Trust, Trust Administration and Compliance. Amy enjoys spending time with...

Amy Rhodes, CFIRS

Amy Rhodes, CFIRS

VP & Senior Compliance Administrator
San Antonio

Amy serves as vice president and senior compliance administrator of retirement services 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...

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

Senior Vice President, Chief Compliance Officer
San Antonio

Deanna began with Argent in July, 2018. In her role as Chief Compliance 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...

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...

Kimberly Breithaupt, CFIRS

Kimberly Breithaupt, CFIRS

Senior Vice President, Senior Audit Manager
Ruston

Kim began with Argent in July, 1996. In her role as SVP & Senior Audit Manager, Kim is responsible for supervising the internal audit process for all Argent trust companies. Kim also provides audit and compliance consulting services to third-party banks and trust...

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.

Matthew Stephens, CFIRS

Matthew Stephens, CFIRS

Internal Auditor
Baton Rouge

Matt joined Argent in 2014. He has had a wide and varied career in the field of trust banking. Matt has previously worked for large international companies, small actuarial firms and regional banks. He has worked in Operations, Front Office, and Third-Party...

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