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Our Team

Our Team

David Luke

David Luke

President, Argent Mineral Management
Oklahoma City

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...

Leah McCombs, CSOP

Leah McCombs, CSOP

Assistant Vice President, Relationship Manager
Ponca City

Bringing with her more than 28 years of experience in the trust industry, Leah McCombs joined Heritage Trust’s relationship management team in 2013 where she was responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and...

Andrea Olsen

Andrea Olsen

Relationship Management Associate
Oklahoma City

Andrea serves as a Relationship Management Associate at Heritage, where she assists clients in a variety of areas, including trusts, probate, estate planning and administration. She joined our team in July of 2020, bringing with her nine years of experience in the...

Robert Strauss, CFA

Robert Strauss, CFA

Senior Portfolio Manager
Oklahoma City

Robert joined the Heritage Team in 2018 and brings more than 20 years of experience in the investment industry. He serves as senior portfolio manager for Heritage Trust. Prior to Heritage, Robert served as Managing Director at Stephens, Inc. in Little Rock, AR...

Shannon Reed

Shannon Reed

Senior Mineral Manager
Oklahoma City

With more than thirty-five years of experience as a landman, Reed brings unprecedented experience and expertise to Heritage’s Mineral Management team. Prior to joining AMM, Reed spent nearly ten years as a supervisor in the land title department at Chesapeake Energy...

Deidre S. Waltz, CFP®, CIMA®

Deidre S. Waltz, CFP®, CIMA®

Vice President, Relationship Manager
Oklahoma City

Deidre joined Heritage after a 20 year career with Northern Trust company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she was...

Alexis Wrobbel, J.D.

Alexis Wrobbel, J.D.

Relationship Management Associate
Oklahoma City

Alexis joined the Heritage Team in the fall of 2021 with a background in law. She serves as Relationship Management Associate where she assists clients in a variety of areas, including trusts, probate and estate planning and administration. Alexis earned a bachelor’s...

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