Argent Fiduciary Consulting Services, LLC

Amy serves as vice president- business risk management coordinator 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 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 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 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.

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

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 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...

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...

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 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...