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Our Team

Our Team

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...

Ashley Minnich

Ashley Minnich

Relationship Management Associate
Oklahoma City

Ashley joined the OKC Team in 2023 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration. Minnich will be responsible for maintaining client documentation, responding to client...

Beau Bussey

Beau Bussey

Investment Analyst
Oklahoma City

Beau joined Argent in 2021 and works as an investment analyst. His responsibilities include preparing reports for internal meetings, reviewing client accounts, and assisting portfolio managers when necessary. Additionally, Beau acts as secretary of our investment...

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 15 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...

Genie Myers

Genie Myers

Relationship Management Associate
Oklahoma City

Genie joined the OKC Team in 2023 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration. Myers will be responsible for maintaining client documentation, responding to client inquiries...

Kathy Lee Hatchett, CFP® CEP® CAP®

Kathy Lee Hatchett, CFP® CEP® CAP®

Vice President, Relationship Manager
Oklahoma City

Kathy Lee Hatchett has been appointed as vice president, relationship manager in our Oklahoma City office.  Hatchett will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. Hatchett brings...

Megan McCoy, CEP®

Megan McCoy, CEP®

Relationship Management Associate
Oklahoma City

Megan joined the OKC Team in 2022 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration. Megan earned her bachelor’s degree in Family and Community Service from Oklahoma Baptist...

Nikki Wright

Nikki Wright

Relationship Management Associate
Oklahoma City

Nikki joined the Heritage Team in 2009 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration. She took a break to raise her family and focus on her life coaching clients in 2015 and...

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...

Bruce Carson, CPA

Bruce Carson, CPA

Senior 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 Senior Vice President and Relationship Manager for Farm and Ranch at Heritage Trust. Prior to Heritage, Bruce was the owner of a...

Taryn Clark, CPD

Taryn Clark, CPD

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...

Heather Herndon

Heather Herndon

Office Manager, Relationship Management Associate
Oklahoma City

Heather serves as Officer Manager, 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...

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