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Oklahoma City

621 N. Robinson, Suite 100, Oklahoma City, OK 73102

(405) 848-8899

Heritage Trust Company

Oklahoma City Office Information

Argent Trust Company of Oklahoma, which does business in Oklahoma City as Heritage Trust Company, is located in the historic Journal Record Building, designed in 1923 by renowned architect Solomon Layton and added to the Register of Historic Places in 1980. The building was renamed “The Heritage” in 2015.

In addition to Heritage Trust, the office is home to teams for Argent/Heritage Mineral Management and Argent/Heritage Retirement Plan Advisors. Heritage, which was founded in 1998, combined with Argent in early 2015.

Learn more about Heritage at HeritageTrust.com.

Our Team

Brooke Henderson, J.D., CFP®

Brooke Henderson, J.D., CFP®

Vice President, Relationship Manager
Oklahoma City

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...

Corine Cammack

Corine Cammack

Trust Assistant
Oklahoma City

Corine serves as a Trust Assistant at Heritage, where she assists clients in a variety of areas, including trusts, probate, estate planning and administration. She joined our team in May of 2022. Prior to joining the Heritage team, Corine worked at Argent Mineral...

J. Aaron Jack

J. Aaron Jack

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...

Michael Romero, J.D., CWS®

Michael Romero, J.D., CWS®

President
Oklahoma City

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...

Ryan Barnett, J.D.

Ryan Barnett, J.D.

Vice President, Retirement Services
Oklahoma City

Ryan is responsible for managing fiduciary compliance and investment advisory services for employer-sponsored retirement plans for Argent / Heritage Retirement Plan Advisors, an Argent subsidiary based in Oklahoma City. Ryan has more than 10 years of experience within...

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...

Taryn Clark

Taryn Clark

Communications Director
Oklahoma City

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 Account Executive for an Oklahoma City-based advertising agency...

Jordan Dean

Jordan Dean

Relationship Management Associate
Oklahoma City

Jordan serves as a Relationship Management Associate for Heritage Trust Company.  She assists clients in a variety of areas, including trusts, probate and estate planning and administration.  She joined Heritage Trust in 2017 with a background in e-commerce and...

Heather Herndon

Heather Herndon

Relationship Management Associate
Oklahoma City

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...

Whitney Hufnagel, CTFA®

Whitney Hufnagel, CTFA®

Vice President, Relationship Manager
Oklahoma City

Whitney Hufnagel 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...

Lance Johnson

Lance Johnson

Lease Associate
Oklahoma City

Lance has worked in oil & gas lease negotiations with Argent Mineral Management (formerly Heritage Mineral Management) since 2014. In that time he has closed on more than $7 million in leases. Prior to joining Argent, Lance was founder and partner of ProDevelopment...

R. Brad Knowles, MBA, CBFA

R. Brad Knowles, MBA, CBFA

Managing Director, Heritage 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....

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