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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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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...

Kevin Karpe

Kevin Karpe

President, Director of Relationship Management
Oklahoma City

Prior to joining Heritage Trust in 2010, Kevin was employed with Home National Bank of Ponca City as the market president and the head of a three-state trust division. He has more than 24 years of experience in the trust and investment industry including time as a...

Andrea Barry, CPA

Andrea Barry, CPA

Relationship Management Associate
Oklahoma City

Andrea Barry serves as a Relationship Management Associate at Heritage.  She joined the team in June of 2019, bringing ten years of teaching experience, and one year of accounting experience.  She attained her CPA certification in November of 2020. Prior to joining...

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

Taryn Clark

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

Jordan Dean

Relationship Management Associate
Oklahoma City

Jordan serves as a Relationship Management Associate for Heritage Trust Company.  She assists clients in a variety of areas, including trusts, probate and estate planning and administration.  She joined Heritage Trust in 2017 with a background in e-commerce and...

Saiyida Gardezi

Saiyida Gardezi

Portfolio Manager
Oklahoma City

Saiyida serves the Heritage Trust Company Team as a Portfolio Manager. She joined the company in 2017, after moving from Dubai in 2016. She is bringing with her over 8 years of experience, working in finance and accounting in various industries including education,...

Heather Herndon

Heather Herndon

Relationship Management Associate
Oklahoma City

Heather serves as a 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 worked at Avalon...

Brandon Highfill

Brandon Highfill

Relationship Management Associate
Oklahoma City

Brandon Highfill serves as a Relationship Management Associate at Heritage. He joined our team in 2019 bringing seven years of experience in hospitality management. Before working at Heritage, Brandon was employed as a General Manager of a local restaurant, and then...

Whitney Hufnagel

Whitney Hufnagel

Vice President, Relationship Manager
Oklahoma City

Whitney began her career at Heritage Trust in 2012 as an investment Intern while completing graduate studies at Oklahoma State University and joined the company full-time as an Investment Analyst upon completion of academic studies in December 2012. Over the last...

R. Brad Knowles, MBA, CBFA

R. Brad Knowles, MBA, CBFA

Managing Director, Heritage Retirement Plan Advisors
Oklahoma City

Brad started in the financial services business in 2001. The team currently manages $1.4b in employer sponsored retirement plans assets for 62 clients. Brad’s team manages $965m for 25 clients. This practice started on the idea of mitigating risk to improve outcomes....

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,...

Kevin Karpe

Kevin Karpe

President, Director of Relationship Management
Oklahoma City

Prior to joining Heritage Trust in 2010, Kevin was employed with Home National Bank of Ponca City as the market president and the head of a three-state trust division. He has more than 24 years of experience in the trust and investment industry including time as a...

Andrea Barry, CPA

Andrea Barry, CPA

Relationship Management Associate
Oklahoma City

Andrea Barry serves as a Relationship Management Associate at Heritage.  She joined the team in June of 2019, bringing ten years of teaching experience, and one year of accounting experience.  She attained her CPA certification in November of 2020. Prior to joining...

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

Taryn Clark

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

Jordan Dean

Relationship Management Associate
Oklahoma City

Jordan serves as a Relationship Management Associate for Heritage Trust Company.  She assists clients in a variety of areas, including trusts, probate and estate planning and administration.  She joined Heritage Trust in 2017 with a background in e-commerce and...

Saiyida Gardezi

Saiyida Gardezi

Portfolio Manager
Oklahoma City

Saiyida serves the Heritage Trust Company Team as a Portfolio Manager. She joined the company in 2017, after moving from Dubai in 2016. She is bringing with her over 8 years of experience, working in finance and accounting in various industries including education,...

Heather Herndon

Heather Herndon

Relationship Management Associate
Oklahoma City

Heather serves as a 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 worked at Avalon...

Brandon Highfill

Brandon Highfill

Relationship Management Associate
Oklahoma City

Brandon Highfill serves as a Relationship Management Associate at Heritage. He joined our team in 2019 bringing seven years of experience in hospitality management. Before working at Heritage, Brandon was employed as a General Manager of a local restaurant, and then...

Whitney Hufnagel

Whitney Hufnagel

Vice President, Relationship Manager
Oklahoma City

Whitney began her career at Heritage Trust in 2012 as an investment Intern while completing graduate studies at Oklahoma State University and joined the company full-time as an Investment Analyst upon completion of academic studies in December 2012. Over the last...

R. Brad Knowles, MBA, CBFA

R. Brad Knowles, MBA, CBFA

Managing Director, Heritage Retirement Plan Advisors
Oklahoma City

Brad started in the financial services business in 2001. The team currently manages $1.4b in employer sponsored retirement plans assets for 62 clients. Brad’s team manages $965m for 25 clients. This practice started on the idea of mitigating risk to improve outcomes....

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

Leah McCombs

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. Prior to joining the company, McCombs served as a trust officer for RCB Bank. She also served in trust operations at Home...

Andrea Barry, CPA

Andrea Barry, CPA

Relationship Management Associate
Oklahoma City

Andrea Barry serves as a Relationship Management Associate at Heritage.  She joined the team in June of 2019, bringing ten years of teaching experience, and one year of accounting experience.  She attained her CPA certification in November of 2020. Prior to joining...

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

Taryn Clark

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

Jordan Dean

Relationship Management Associate
Oklahoma City

Jordan serves as a Relationship Management Associate for Heritage Trust Company.  She assists clients in a variety of areas, including trusts, probate and estate planning and administration.  She joined Heritage Trust in 2017 with a background in e-commerce and...

Saiyida Gardezi

Saiyida Gardezi

Portfolio Manager
Oklahoma City

Saiyida serves the Heritage Trust Company Team as a Portfolio Manager. She joined the company in 2017, after moving from Dubai in 2016. She is bringing with her over 8 years of experience, working in finance and accounting in various industries including education,...

Heather Herndon

Heather Herndon

Relationship Management Associate
Oklahoma City

Heather serves as a 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 worked at Avalon...

Brandon Highfill

Brandon Highfill

Relationship Management Associate
Oklahoma City

Brandon Highfill serves as a Relationship Management Associate at Heritage. He joined our team in 2019 bringing seven years of experience in hospitality management. Before working at Heritage, Brandon was employed as a General Manager of a local restaurant, and then...

Whitney Hufnagel

Whitney Hufnagel

Vice President, Relationship Manager
Oklahoma City

Whitney began her career at Heritage Trust in 2012 as an investment Intern while completing graduate studies at Oklahoma State University and joined the company full-time as an Investment Analyst upon completion of academic studies in December 2012. Over the last...

R. Brad Knowles, MBA, CBFA

R. Brad Knowles, MBA, CBFA

Managing Director, Heritage Retirement Plan Advisors
Oklahoma City

Brad started in the financial services business in 2001. The team currently manages $1.4b in employer sponsored retirement plans assets for 62 clients. Brad’s team manages $965m for 25 clients. This practice started on the idea of mitigating risk to improve outcomes....

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

Leah McCombs

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. Prior to joining the company, McCombs served as a trust officer for RCB Bank. She also served in trust operations at Home...

Andrea Olsen

Andrea Olsen

Relationship Management Associate
Oklahoma City

Andrea serves as a Relationship Management Associate at Heritage.  She joined our team in July of 2020, bringing with her nine years of experience in the financial industry. Prior to joining the Heritage team, Andrea worked at the  Baptist Foundation of Oklahoma,...

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