Argent Fiduciary Consulting Services, LLC

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 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 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 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 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 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 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 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...

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...

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 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.

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...