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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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TRUST Magazine

Summer 2022 TRUST | An Independent Perspective TRUST, an annual publication from Heritage Trust and AmeriTrust, explores the past year's market developments and discusses strategies for investors to navigate their personal wealth...

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Brooke Henderson, J.D., CFP®

Vice President, Relationship Manager
Oklahoma City

Brooke serves as Vice President, Relationship Manager at Heritage. She brings 14 years of experience in a variety of fields — including legal, financial planning, trust administration and relationship management. In her role, Brooke assists clients in a variety of...

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Corine Cammack

Relationship Management Associate
Oklahoma City

Corine serves as a Relationship Management Associate, where she assists clients in a variety of areas, including trusts, probate, estate planning and administration. She joined our team in May of 2022. Prior to joining the Heritage team, Corine worked at Argent...

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