Our Team

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,...

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...

Bringing with her more than 28 years of experience in the trust industry, Leah McCombs joined Heritage Trust’s relationship management team. Prior to joining the company, McCombs served as a trust officer for RCB Bank. She also served in trust operations at Home...

Andrea serves as a Relationship Management Associate at Heritage.  She joined our team in July of 2020, bringing with her nine years of experience in the financial industry. Prior to joining the Heritage team, Andrea worked at the  Baptist Foundation of Oklahoma,...

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...

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...

In his role as vice president and relationship manager, Mike assists clients in a variety of areas, including trusts, probate and estate planning and administration. Mike came to Heritage from the Baptist Foundation of Oklahoma, where he served as vice president,...

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, 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...