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The Morning View: March 31, 2023

From our colleagues at our sister company, Argent Trust: Announced this morning, Personal Income grew 0.3% in February, slightly higher than expected. Personal Spending increased 0.2% in February, which was less than expected and markedly lower than the previous...

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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...

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Megan McCoy, CEP®

Relationship Management Associate
Oklahoma City

Megan joined the Heritage 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...

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