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...

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 serves as a Relationship Management Associate, 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...

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 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...

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...

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...

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....

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,...