Heritage Trust Company

Learn more by visiting HeritageTrust.com

Heritage Trust Overview

Independent, unbiased guidance on your financial legacy.

Heritage Trust formed in 1998 as an independent, privately-owned trust bank offering trust administration in addition to investment management, financial planning, oil and gas management, and real estate management. Heritage builds and maintains deep relationships with our clients through proactive communication, creative and unbiased solutions, and dependable responsive service. Above all, Heritage Trust abides by the fiduciary standard—putting clients’ needs and interests first.

In 2015, Heritage combined with Argent Financial Group to be the leading, independent fiduciary wealth management firm in the market. Today, with responsibility for client assets of more than $29 billion, our firm has the scale and sustainability to meet the unique needs and goals of individuals and families, businesses, businesses and institutions throughout the United States. We currently serve clients in all 50 U.S. states from our 31 markets located across 12 states.

Services Heritage Trust Provides

Trusts & Estate Planning

A broad spectrum of Trust strategies available to provide long-term financial stability and growth for your financial legacy.

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.

Philanthropic Services

A full range of philanthropic services for all sizes of nonprofits and private foundations, including an Outsourced Chief Investment Officer (OCIO) solution.

Locations

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

PH: (580) 765-8899

Ponca City

400 E. Central Suite 406, Ponca City, OK 74601

(580) 765-8899

Our Team

Bruce Carson, CPA

Bruce Carson, CPA

Vice President & Relationship Manager - Farm & Ranch
Oklahoma City

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 S. Waltz, CFP®, CIMA®

Deidre S. Waltz, CFP®, CIMA®

Vice President, Relationship Manager
Oklahoma City

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...

J. Aaron Jack

J. Aaron Jack

Chief Development Officer, Argent Financial Group

Chief Executive Officer, Heritage Trust Company
Oklahoma City

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 Land, CTFA®

Joni Land, CTFA®

Vice President, Relationship Manager
Oklahoma City

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,...

Kevin Karpe

Kevin Karpe

President, Director of Relationship Management
Oklahoma City

Prior to joining Heritage Trust in 2010, Kevin was employed with Home National Bank of Ponca City as the market president and the head of a three-state trust division. He has more than 24 years of experience in the trust and investment industry including time as a...

Michael Romero, JD

Michael Romero, JD

VP & Relationship Manager
Oklahoma City

In his role as vice president and relationship manager, Mike assists clients in a variety of areas, including trusts, probate and estate planning and administration. Mike came to Heritage from the Baptist Foundation of Oklahoma, where he served as vice president,...

R. Brad Knowles, MBA, CBFA

R. Brad Knowles, MBA, CBFA

Managing Director, Argent Retirement Plan Advisors
Oklahoma City

Brad started in the financial services business in 2001. The team currently manages $1.4b in employer sponsored retirement plans assets for 62 clients. Brad’s team manages $965m for 25 clients. This practice started on the idea of mitigating risk to improve outcomes....

Robert Strauss, CFA

Robert Strauss, CFA

Senior Portfolio Manager
Oklahoma City

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...

Saiyida Gardezi

Saiyida Gardezi

Portfolio Manager
Oklahoma City

Saiyida serves the Heritage Trust Company Team as a Portfolio Manager. She joined the company in 2017, after moving from Dubai in 2016. She is bringing with her over 8 years of experience, working in finance and accounting in various industries including education,...

Whitney Hufnagel

Whitney Hufnagel

Vice President, Relationship Manager
Oklahoma City

Whitney began her career at Heritage Trust in 2012 as an investment Intern while completing graduate studies at Oklahoma State University and joined the company full-time as an Investment Analyst upon completion of academic studies in December 2012. Over the last...

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