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Heritage Trust Company

About

Argent Financial Group

Argent Financial Group (Argent) is a leading, independent, fiduciary wealth management firm. Responsible for more than $30 billion in client assets, Argent provides individuals, families, businesses and institutions with a broad range of wealth management services, including trust and estate administration, investment management, ESOPs, retirement plan consulting, funeral and cemetery trusts, charitable organization administration, oil and gas (mineral) management and other unique financial services. Headquartered in Ruston, Louisiana, Argent was formed in 1990 and traces its roots back to 1930.

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Brooke Henderson, J.D., CFP®

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...

Corine Cammack

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...

J. Aaron Jack

J. Aaron Jack

Chief Executive Officer, Heritage Trust Company
Oklahoma City

Aaron “A.J.” Jack joined Heritage Trust Company, a subsidiary of Argent Financial Group, in 2013. He spent five years as Vice President, Director of Development and Marketing, before being named Chief Development Officer in 2018 and assuming responsibility of...

Megan McCoy, CEP®

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...

Nikki Wright

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...

Michael Romero, J.D., CWS®

Michael Romero, J.D., CWS®

President
Oklahoma City

Michael P. Romero joined Heritage as Vice President and Relationship Manager in 2019 where he was responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. He was named President in 2022 where he is...

Bruce Carson, CPA

Bruce Carson, CPA

Vice President & Relationship Manager - Farm & Ranch
Oklahoma City

Bruce Carson, CPA joined the Heritage Team in 2018 and brings more than 25 years of experience in the accounting industry. He serves as relationship manager for Heritage Trust. Prior to Heritage, Bruce was the owner of a public accounting firm in Altus, Oklahoma. He...

Taryn Clark, CPD

Taryn Clark, CPD

Communications Director
Oklahoma City

Taryn serves as Communications Director with Argent's corporate marketing team and is the local marketing contact for Argent subsidiary Heritage Trust in Oklahoma City. Prior to Heritage, Taryn served as Account Executive for an Oklahoma City-based advertising agency...

Jordan Dean, CTFA

Jordan Dean, CTFA

Assistant Vice President, Relationship Manager Associate
Oklahoma City

Jordan serves as Assistant Vice President, Relationship Management Associate at Heritage Trust Company. Dean had previously served as a relationship management associate since joining Heritage Trust in 2017. She assists clients in a variety of areas, including trusts,...

Heather Herndon

Heather Herndon

Office Manager, Relationship Management Associate
Oklahoma City

Heather serves as Officer Manager, Relationship Management Associate at Heritage. She joined the team in October of 2017, bringing eighteen years of experience in criminal justice and one year of Real Estate experience. Prior to joining the Heritage team, Heather...

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,...

Leah McCombs, CSOP

Leah McCombs, CSOP

Assistant Vice President, 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 in 2013 where she was responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and...

Corine Cammack

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...

J. Aaron Jack

J. Aaron Jack

Chief Executive Officer, Heritage Trust Company
Oklahoma City

Aaron “A.J.” Jack joined Heritage Trust Company, a subsidiary of Argent Financial Group, in 2013. He spent five years as Vice President, Director of Development and Marketing, before being named Chief Development Officer in 2018 and assuming responsibility of...

Megan McCoy, CEP®

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...

Nikki Wright

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...

Michael Romero, J.D., CWS®

Michael Romero, J.D., CWS®

President
Oklahoma City

Michael P. Romero joined Heritage as Vice President and Relationship Manager in 2019 where he was responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. He was named President in 2022 where he is...

Bruce Carson, CPA

Bruce Carson, CPA

Vice President & Relationship Manager - Farm & Ranch
Oklahoma City

Bruce Carson, CPA joined the Heritage Team in 2018 and brings more than 25 years of experience in the accounting industry. He serves as relationship manager for Heritage Trust. Prior to Heritage, Bruce was the owner of a public accounting firm in Altus, Oklahoma. He...

Taryn Clark, CPD

Taryn Clark, CPD

Communications Director
Oklahoma City

Taryn serves as Communications Director with Argent's corporate marketing team and is the local marketing contact for Argent subsidiary Heritage Trust in Oklahoma City. Prior to Heritage, Taryn served as Account Executive for an Oklahoma City-based advertising agency...

Jordan Dean, CTFA

Jordan Dean, CTFA

Assistant Vice President, Relationship Manager Associate
Oklahoma City

Jordan serves as Assistant Vice President, Relationship Management Associate at Heritage Trust Company. Dean had previously served as a relationship management associate since joining Heritage Trust in 2017. She assists clients in a variety of areas, including trusts,...

Heather Herndon

Heather Herndon

Office Manager, Relationship Management Associate
Oklahoma City

Heather serves as Officer Manager, Relationship Management Associate at Heritage. She joined the team in October of 2017, bringing eighteen years of experience in criminal justice and one year of Real Estate experience. Prior to joining the Heritage team, Heather...

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,...

Leah McCombs, CSOP

Leah McCombs, CSOP

Assistant Vice President, 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 in 2013 where she was responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and...

Andrea Olsen

Andrea Olsen

Assistant Vice President, Relationship Management Associate
Oklahoma City

Andrea serves as  Assistant Vice President, Relationship Management Associate at Heritage, where she assists clients in a variety of areas, including trusts, probate, estate planning and administration. She joined our team in July of 2020, bringing with her nine years...

J. Aaron Jack

J. Aaron Jack

Chief Executive Officer, Heritage Trust Company
Oklahoma City

Aaron “A.J.” Jack joined Heritage Trust Company, a subsidiary of Argent Financial Group, in 2013. He spent five years as Vice President, Director of Development and Marketing, before being named Chief Development Officer in 2018 and assuming responsibility of...

Megan McCoy, CEP®

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...

Nikki Wright

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...

Michael Romero, J.D., CWS®

Michael Romero, J.D., CWS®

President
Oklahoma City

Michael P. Romero joined Heritage as Vice President and Relationship Manager in 2019 where he was responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. He was named President in 2022 where he is...

Bruce Carson, CPA

Bruce Carson, CPA

Vice President & Relationship Manager - Farm & Ranch
Oklahoma City

Bruce Carson, CPA joined the Heritage Team in 2018 and brings more than 25 years of experience in the accounting industry. He serves as relationship manager for Heritage Trust. Prior to Heritage, Bruce was the owner of a public accounting firm in Altus, Oklahoma. He...

Taryn Clark, CPD

Taryn Clark, CPD

Communications Director
Oklahoma City

Taryn serves as Communications Director with Argent's corporate marketing team and is the local marketing contact for Argent subsidiary Heritage Trust in Oklahoma City. Prior to Heritage, Taryn served as Account Executive for an Oklahoma City-based advertising agency...

Jordan Dean, CTFA

Jordan Dean, CTFA

Assistant Vice President, Relationship Manager Associate
Oklahoma City

Jordan serves as Assistant Vice President, Relationship Management Associate at Heritage Trust Company. Dean had previously served as a relationship management associate since joining Heritage Trust in 2017. She assists clients in a variety of areas, including trusts,...

Heather Herndon

Heather Herndon

Office Manager, Relationship Management Associate
Oklahoma City

Heather serves as Officer Manager, Relationship Management Associate at Heritage. She joined the team in October of 2017, bringing eighteen years of experience in criminal justice and one year of Real Estate experience. Prior to joining the Heritage team, Heather...

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,...

Leah McCombs, CSOP

Leah McCombs, CSOP

Assistant Vice President, 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 in 2013 where she was responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and...

Andrea Olsen

Andrea Olsen

Assistant Vice President, Relationship Management Associate
Oklahoma City

Andrea serves as  Assistant Vice President, Relationship Management Associate at Heritage, where she assists clients in a variety of areas, including trusts, probate, estate planning and administration. She joined our team in July of 2020, bringing with her nine years...

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...

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