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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...
Heritage Trust Company Assistant VP, Relationship Management Associate Jordan Dean Earns CTFA Designation
Heritage Trust Company, a subsidiary of Argent Financial Group, announced today that Jordan Dean has earned her certified trust and fiduciary advisor (CTFA) designation and has been promoted to assistant vice president, relationship management associate. Dean will...
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...
AmeriTrust Holding Company Appoints Leisa Gebetsberger as Trust Administrator
AmeriTrust Holding Company, a subsidiary of Argent Financial Group, announced today that it has hired Leisa Gebetsberger as trust administrator. Gebetsberger will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning...
Argent Financial Group Promotes Grant Nelson to Mineral Audit Manger
Argent Financial Group, a leading fiduciary wealth management firm, announced that it has promoted Grant Nelson to mineral audit manager. As mineral audit manager, Nelson will focus on determining accuracy of oil and gas royalties through lease, volumes, price and tax...
Argent Financial Group Wins Stevie® Award for Financial Services Company of the Year
Argent Financial Group, a leading independent fiduciary wealth management firm, has been named the winner of a Stevie® Award in the 20th Annual American Business Awards®. The Ruston, Louisiana-based company received a silver award for Company of the Year – Financial...
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...
Heritage Trust Company Appoints Brooke Henderson as Vice President, Relationship Manager in Oklahoma City
Heritage Trust, a subsidiary of Argent Financial Group, announced that it has hired Brooke Henderson as vice president, relationship manager. Henderson will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and...
Brooke Henderson, J.D., CFP®
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...
Corine Cammack
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...