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...
David Williams serves as General Counsel to Argent Financial Group, Inc. and as Executive Vice President and Manager of the fiduciary services team in the Atlanta, Georgia office of Argent Trust Company. Prior to joining Argent, David was Senior Vice President and...
David joined the Argent Mineral Management (AMM) team as Managing Director in 2014 and in 2016 became President. His skills in analysis, negotiation, financial oversight and budget preparation are a huge asset to AMM's clients. David came to Heritage from Chesapeake...
Dut joined Argent following his retirement from multinational accounting firm KPMG in 2019 after spending 40 years there. With Argent, Dut leads the company’s services for high net worth and ultra high net worth clients through the company’s Argent Family Wealth...
Chief Development Officer, Argent Financial Group
Chief Executive Officer, Heritage Trust CompanyAaron “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...
Harvie Roe is President and Founder of AmeriTrust Corporation, an Oklahoma Trust Company located in Tulsa, Oklahoma. The firm provides Fee-Only financial services including investment management, trust administration, and personal financial planning. He was previously...
John joined Argent Financial Group in 2015 and is responsible for overseeing investment management services for Heritage Trust Company and Argent Trust Company where he chairs the Investment Committee. John also supports corporate strategy and development activities...
Ken joined Argent Trust in 2016 with the opening of our Birmingham office reporting to Kyle McDonald, CEO of Argent Financial Group. In his role as President of Argent Trust Company, he oversees the activities of Argent Trust Company with offices in Texas, Louisiana,...
As its founder, Kyle has served as the only Chief Executive Officer of Argent Financial Group and its predecessor since May 1990. In that role, he is involved in the management of all Argent entities and responsible for strategic direction planning for Argent. Prior...
Laurie joined Argent full time in 2005. Before 2005, Argent’s leadership team recruited Laurie to do some consulting work for the firm. After successfully completing various projects for Argent, our leadership team hired her as our full time Chief Financial Officer. A...
As manager of Argent Trust’s Governmental and Philanthropic services, Lucius lends his 30+ years of financial services industry experience by overseeing all aspects of Argent’s governmental and charitable clients. Lucius brings Argent solutions to various public...
Mark joined Argent in April 2018 as Senior Vice President, Institutional Services, where he is primarily responsible for Argent's retirement plan consulting and the funeral and cemetery trust lines of business. Mark serves as President of Argent Retirement Plan...