Heritage Trust Company

Beau joined Argent in 2021 and works as an investment analyst responsible for preparing reports for internal meetings, conducting client accounts reviews, and assisting portfolio managers when necessary. Additionally, Beau acts as secretary of our investment committee...

Brooke serves as Vice President, Relationship Manager at Heritage. She brings 14 years of experience in a variety of fields — including legal, financial planning, trust administration and relationship management. In her role, Brooke assists clients in a variety of...

Bruce Carson, CPA joined the Heritage Team in 2018 and brings more than 25 years of experience in the accounting industry. He serves as relationship manager for Heritage Trust. Prior to Heritage, Bruce was the owner of a public accounting firm in Altus, Oklahoma. He...

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...

Heather serves as a Relationship Management Associate at Heritage. She joined the team in October of 2017, bringing eighteen years of experience in criminal justice and one year of Real Estate experience. Prior to joining the Heritage team, Heather worked at Avalon...

Aaron “A.J.” Jack joined Heritage Trust Company, a subsidiary of Argent Financial Group, in 2013. He spent five years as Vice President, Director of Development and Marketing, before being named Chief Development Officer in 2018 and assuming responsibility of...

Joni, joined the Heritage Team in 2015. She serves as Vice President, Relationship Manager where she is responsible for managing client relationships. Joni holds the Certified Trust and Financial Advisor designation and has experience in trust administration,...

Bringing with her more than 28 years of experience in the trust industry, Leah McCombs joined Heritage Trust’s relationship management team in 2013 where she was responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and...

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...

Robert joined the Heritage Team in 2018 and brings more than 20 years of experience in the investment industry. He serves as senior portfolio manager for Heritage Trust. Prior to Heritage, Robert served as Managing Director at Stephens, Inc. in Little Rock, AR...

Taryn serves as Communications Director with Argent's corporate marketing team and is the local marketing contact for Argent subsidiary Heritage Trust in Oklahoma City. Prior to Heritage, Taryn served as an Account Executive for an Oklahoma City-based advertising...