Heritage Trust Company

Ashley joined the OKC Team in 2023 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration. Minnich will be responsible for maintaining client documentation, responding to client...

Beau joined Argent in 2021 and works as an investment analyst. His responsibilities include preparing reports for internal meetings, reviewing client accounts, and assisting portfolio managers when necessary. Additionally, Beau acts as secretary of our investment...

Brooke serves as Vice President, Relationship Manager at Heritage. She brings 15 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...

Genie joined the OKC Team in 2023 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration. Myers will be responsible for maintaining client documentation, responding to client inquiries...

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...

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...

Megan joined the OKC 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 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...

Bruce Carson, CPA joined the Heritage Team in 2018 and brings more than 25 years of experience in the accounting industry. He serves as Senior Vice President and Relationship Manager for Farm and Ranch at Heritage Trust. Prior to Heritage, Bruce was the owner of a...

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...

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...

Beau joined Argent in 2021 and works as an investment analyst. His responsibilities include preparing reports for internal meetings, reviewing client accounts, and assisting portfolio managers when necessary. Additionally, Beau acts as secretary of our investment...

Brooke serves as Vice President, Relationship Manager at Heritage. She brings 15 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...

Genie joined the OKC Team in 2023 as a Relationship Management Associate, assisting clients in various areas, including trusts, probate, estate planning and administration. Myers will be responsible for maintaining client documentation, responding to client inquiries...

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...

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...

Megan joined the OKC 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 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...

Bruce Carson, CPA joined the Heritage Team in 2018 and brings more than 25 years of experience in the accounting industry. He serves as Senior Vice President and Relationship Manager for Farm and Ranch at Heritage Trust. Prior to Heritage, Bruce was the owner of a...

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...

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, joined the Heritage Team in 2015. She serves as Senior 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,...