Our Team

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...

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...

Saxon serves the Argent Financial Group Team as an Investment Analyst, primarily servicing the Oklahoma City and Nashville markets. He joined the company in 2019. Saxon previously worked in politics and alternative investment fields prior to finding his home at...

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...

Andrea Barry serves as a Relationship Management Associate at Heritage.  She joined the team in June of 2019, bringing ten years of teaching experience, and one year of accounting experience.  She attained her CPA certification in November of 2020. Prior to joining...

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 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 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...

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,...

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...

Brandon Highfill serves as a Relationship Management Associate at Heritage. He joined our team in 2019 bringing seven years of experience in hospitality management. Before working at Heritage, Brandon was employed as a General Manager of a local restaurant, and then...

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...