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Kiplinger.com: Trust Provisions Addressing Substance Use Require Flexibility
Heritage Trust Company Appoints Kathy Lee Hatchett as Vice President, Relationship Manager
Heritage Trust Company announced today that Kathy Lee Hatchett has been appointed as vice president, relationship manager. Hatchett will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. She...
Kathy Lee Hatchett, CFP® CEP® CAP®
Kathy Lee Hatchett has been appointed as vice president, relationship manager in our Oklahoma City office. Hatchett will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. Hatchett brings...
Beau Bussey
Beau joined Argent in 2021 and works as an investment analyst responsible for preparing reports for internal meetings, conducting client accounts reviews, and assisting portfolio managers when necessary. Additionally, Beau acts as secretary of our investment committee...
Kiplinger.com: Charitable Giving Strategies for Not-as-Wealthy Donors
NYSE.com: Argent Ringing The NYSE Bell
Nikki Wright
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...
Kiplinger.com: Divorcing a Trustee: Do You Need a Prenuptial?
Megan McCoy, CEP®
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...
Argent Trust Company hires Jonathan Berry as Senior Vice President
Argent Trust Company, a subsidiary of Argent Financial Group, announced that it has hired Jonathan D. Berry as senior vice president. In this role, Berry will help lead the local trust management team, including facilitating new business development and relationships...