Our Team

Our Team

Lance Johnson

Lance Johnson

Lease Associate
Oklahoma City

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...

R. Brad Knowles, MBA, CBFA

R. Brad Knowles, MBA, CBFA

Managing Director, Heritage Retirement Plan Advisors
Oklahoma City

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 Land, CTFA®

Joni Land, CTFA®

Vice President, Relationship Manager
Oklahoma City

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 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

Leah McCombs

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. Prior to joining the company, McCombs served as a trust officer for RCB Bank. She also served in trust operations at Home...

Andrea Olsen

Andrea Olsen

Relationship Management Associate
Oklahoma City

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 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...

Michael Romero, JD

Michael Romero, JD

VP & Relationship Manager
Oklahoma City

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 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...

Interested in speaking with

one of our experts?