ARGENT FINANCIAL - Key Persons
Job Titles:
- Director of Human Resources & Professional Development / Ruston
Aarin joined Argent in 2005 and serves as Director of Human Resources and Professional Development. In this role, Aarin is responsible for oversite of our employee benefits program, designing and executing professional development plans, onboarding and orienting every...
Job Titles:
- Senior Portfolio Manager
- Senior Vice President
Alan is responsible for managing personal and institutional relationships. A CFA® charterholder, Alan has more than 20 years of investment management experience, most recently with Frost Bank in Austin and San Antonio. He spent his career progressing through equity...
Job Titles:
- Vice President, Trust Officer / Ruston
Alicia has worked for Argent Trust Company and its predecessor company, National Independent Trust Company since 2005. In her role as Trust Officer, she is responsible for personal trust, estate administration and investment accounts. She also maintains working...
Job Titles:
- Marketing Coordinator / Ruston
- Marketing Coordinator With
Amari serves as the Marketing Coordinator with Argent's corporate office in Ruston, Louisiana. In this role, she aids in the development, implementation, oversight, and evaluation of Argent's marketing strategy and corporate branding, both internally and externally. A...
Job Titles:
- Assistant Vice President, Realationship Management
- Assistant Vice President, Relationship Management Associate / Oklahoma City
Andrea serves as Assistant Vice President, Realationship Management Associate, 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 of...
Drew manages mineral assets to create opportunities to generate wealth and maximize value for clients. His services include negotiating the leasing, acquisition and divestiture of mineral rights, determining ownership of surface and minerals through the research of...
Job Titles:
- Portfolio Manager - Quantitative Analyst
Andrew started as a college intern with ICC Capital Management in the summer of 2007; eventually being hired upon graduating as an operations analyst in 2010. While working in operations, he started his pursuit of the CFA® designation; while performing additional...
Job Titles:
- Senior Vice President, Employee Benefits / Ruston
Ann Marie has worked for Argent and its predecessor since 1985. In her role with Argent, she designs and manages all of our Employee Benefit service offerings. For her clients, she provides turnkey and unbundled services including investment management, plan...
Anna Rachal has joined the company as a mineral manager in our Shreveport market. Rachal will focus on mineral wealth, contract negotiation, oil and gas accounting and asset evaluation. Rachal brings more than 13 years of experience in the energy and land management...
Job Titles:
- Internal Auditor
- Internal Auditor / Ruston
Annaliese serves as an internal auditor in the Ruston office. Russell with be focusing on providing objective evaluations of financial and operational functions. Prior to joining Argent, Russell served as a risk management intern for Federal Deposit Insurance...
Job Titles:
- Relationship Management Associate / Oklahoma City
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...
Austin started as a Trust Assistant, administering accounts and helping manage client and family office relationships. In 2021 he was promoted to Assistant Vice President, Wealth Advisor and received his Certified Financial Planner™. He recently graduated from Cannon...
Austin is part of Argent Advisors' investment committee, which manages the Prime allocation models. Austin also works with Dean Mailhes, Mike Jones and Barry Guinn managing the CORE equity portfolio, and with Vaughn Antley and Mike Jones on the Dividend Focus models....
Job Titles:
- Senior Vice President, Investment Advisor / Ruston
Barry has over 20 years of financial services experience as a banker, broker and investment advisor. His lending background, investment experience and financial licenses allow him to provide a full array of financial planning services. Barry's ideal client is looking...
Job Titles:
- Director of Equity Investments / Memphis
Prior to joining HCM, Bart served as CIO at ICC Capital Management. Bart works in the research and development of the Highland's quantitative strategies. His application of the multifactor modeling process to portfolio management was a logical extension of his...
Job Titles:
- Investment Analyst / Oklahoma City
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...
Job Titles:
- Executive VP, Governmental Services / Ruston
With a remarkable tenure of 10 years at Argent, Beck currently serves in the Ruston office as Executive Vice President of Governmental Services. He is also a Municipal Advisor Principal and Representative, as well as an Investment Advisor Representative. This diverse...
Job Titles:
- Vice President, Philanthropic Services / President, Argent Foundation / Oxford
As VP, Philanthropic Services, Blair helps bring value, governance and a holistic asset management approach to foundation and other tax-exempt clients. She also works with families and individuals to plan and organize their philanthropic efforts. Before working in...
Job Titles:
- Mineral Manager / Fort Worth
Blake joined Argent Financial Group's Mineral Management division in 2023 as a Mineral Manager in our Ft. Worth location. Butler will focus on mineral wealth, contract negotiation, oil and gas accounting and asset evaluation. Butler brings over 11 years of experience...
Job Titles:
- Senior Portfolio Manager / Ruston
Brandon joined Argent in 2005 and serves as a senior portfolio manager responsible for the investment oversight of trusts, private wealth clients, employee benefits plans, and foundations. In Brandon's career, he has focused extensively on providing customized asset...
Job Titles:
- in 2015 As Market President
Brenda Van Valen joined Argent in 2015 as Market President of our Charlotte, North Carolina office. Brenda will serve high net worth clients with trust, investment, estate and family office services. Prior to joining Argent, Brenda was Senior Vice President at...
Job Titles:
- Vice President & Trust Administrative Officer / Louisville
Bridget, who joined Argent Trust Company in January of 2015, currently serves as a Trust Administrative Officer to clients in Louisville, Kentucky. Bridget has served clients in both the financial and legal communities for over 15 years. Prior to Argent, she worked as...
Job Titles:
- Vice President, Relationship Manager at Argent Trust Oklahoma
Brooke serves as Vice President, Relationship Manager at Argent Trust Oklahoma. 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...
Job Titles:
- Regional Manager
- Regional Manager / Oxford
Brooks serves as Regional Manager for Argent Trust Company's offices in Oxford and Jackson, Mississippi and Memphis, Tennessee with direct management over the Oxford market. Brooks expanded the Oxford office in late 2018 after working in our Nashville office for eight...
Bruce Carson joined the former 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 Argent Trust Oklahoma, specializing in Farm and Ranch. Prior to Heritage, Bruce...
Byron has been in the financial services industry since 1982 and a Certified Financial Planner® practitioner since 1991. His financial columns have appeared in three North Louisiana Newspapers since 1993. His Money Matters television segment aired weekly on KNOE TV's...
Job Titles:
- Assistant Vice President, Trust Officer / Oxford
With over 14 years of trust industry experience Cara Gober joined Argent Trust Company in Oxford in 2022 as Assistant Vice President and Trust Officer. Gober will be responsible for administering client trust, estate and investment accounts for individuals, private...
Caroline Forks has recently become a valuable addition to Argent, assuming the position of Trust Counsel at our Oxford, MS office. In her new capacity, Forks will specialize in developing and delivering meticulously tailored proposals aimed at safeguarding,...
Job Titles:
- Chief Compliance Officer, Argent Advisors / Ruston
Carrie joined Argent in 2004 as a part-time college student and came on full time in 2006. She currently serves as Chief Compliance Officer for Argent Advisors and Argent/Heritage Retirement Plan Advisors. Prior to this role she worked within Argent Trust Company as...
Job Titles:
- Operations Manager / Nashville
Carrie joined Argent in 2015 and has worked in the trust profession for 13 years. She graduated from Kennesaw State University with a Bachelor of Business Administration in Finance.
Job Titles:
- Trust Associate / New Orleans
Catherine joined Argent in 2019 as a Trust Associate where she is primarily responsible for Trust Administration services in the New Orleans office. Prior to joining Argent, Catherine worked for Hibernia National Bank, where she served over 25 years in several...
Job Titles:
- Trust Officer
- Trust Officer / Austin
Caylee Addison serves as a Trust Officer in our Austin, TX location. Addison will serve Argent's clients by assisting with trust and estate planning. She will be responsible for administering client trust, estate and investment accounts for individuals, private...
Job Titles:
- Relationship Manager
- Vice President, Relationship Manager / Orwigsburg
Charlene joined Argent as a Relationship Manager in 2011. In her role as Vice President and Relationship Manager, she focuses on serving clients and account administration. Prior to Argent, Charlene worked for Reliance Trust as a Trust Officer, focusing on...
Job Titles:
- in 2014 As Chief Operating Officer
- Managing Partner / San Antonio
Charlie Wade joined Argent Financial Group in 2014 as Chief Operating Officer and is primarily responsible for advising our operations, middle office, investment operations, compliance and audit divisions, as well as other strategic initiatives. Previously, Charlie...
Job Titles:
- Senior Portfolio Manager / Fort Worth
Charles has joined the company as senior portfolio manager in the Ft. Worth office. With over 13 years of experience in managing investments for families, foundations, institutions, and global companies, Denison brings a wealth of industry knowledge and expertise to...
Job Titles:
- Vice President / Hot Springs
Chuck joined Argent in 1996 and works with banks and small business to design solutions for management succession, executive benefit plans and supplemental retirement plans. In addition, he works with individuals to create supplemental retirement plans and help them...
Job Titles:
- Assistant Vice President and Trust Officer / Ruston
Chelsea joined Argent Trust in 2018 and serves as Trust Officer with over 15 years of fiduciary experience. In her role, she is responsible for personal trust and estate administration, client service and unique asset and investment support. Chelsea's trust career...
Job Titles:
- Market President - Nashville, TN / Nashville
Chris joined Argent in 2020 and serves as the senior leader of trust, estate and retirement services administration for the company's Middle Tennessee market. Chris has more than three decades of experience in estate planning, trust administration, nonprofits,...
Job Titles:
- Senior Vice President, Trust Officer / Beaumont
With over 30 years of skilled trust administration experience, Clay has effectively worked with clients at many major financial institutions in the region. Clay has a broad array of experience, having worked in numerous areas of trust including employee benefits,...
Collins Compere has joined the company as Birmingham Market President and will serve as the senior leader of trust, estate and retirement services administration for his market. Compere joins Argent with nearly three decades of experience in fiduciary investment...
Job Titles:
- in 2015 As Senior Vice President and Relationship Manager
David Franks, who has 30 years of experience managing client relations with high net worth individuals and families, was named Market President in 2016. David is a Certified Trust and Financial Advisor (CTFA) and an Accredited Investment Fiduciary (AIF®) and is a member of the Estate Planning Council of Memphis, Advisory Board Member for the Memphis Jewish Foundation.
David Franks joined Argent in 2015 as Senior Vice President and Relationship Manager in Memphis. In his role, David will serve high net worth clients with trust, investment, estate and family office services. Prior to joining Argent, David was Senior Vice President at...
Job Titles:
- General Counsel, Executive Vice President & Manager, Fiduciary Services / Atlanta
David Williams serves as General Counsel to Argent Financial Group, Inc. and as Executive Vice President and Manager of the fiduciary services team in the Atlanta, Georgia office of Argent Trust Company. Prior to joining Argent, David was Senior Vice President and...
Job Titles:
- President, Argent Mineral Management / Oklahoma City
David joined the Argent Mineral Management (AMM) team as Managing Director in 2014 and in 2016 became President. His skills in analysis, negotiation, financial oversight and budget preparation are a huge asset to AMM's clients. David came to Heritage from Chesapeake...
Job Titles:
- Vice President & Trust Officer / Baton Rouge
David, who joined Argent in January 2019, works as a trust officer serving clients in the Baton Rouge Metropolitan area of Louisiana. David has dedicated the past 30 years of his career in the Trusts & Estate Planning discipline. Prior to joining Argent, David...
Job Titles:
- Managing Director, Argent Advisors / Monroe
Dean has over 30 years experience providing investment management and financial planning services. He joined Argent in 1996, and is a Chartered Financial Analyst and Certified Retirement Plan Specialist. He also holds a Louisiana Health, Life and Accident Insurance...
Deidre joined Argent Trust Oklahoma after a 20 year career with Northern Trust Company, most recently with their Global Family and Private Investment Services group, where she served as a Senior Vice President and Senior Fiduciary Relationship Manager. While there she...
Job Titles:
- Trust Officer / Baton Rouge
Dominique, who joined Argent in 2019, works as a Trust Officer serving clients in Louisiana. Argent opened a brand-new Baton Rouge office location at the beginning of 2019, giving the Ruston-based financial services group a presence in 31 markets across 12 Southern...
Job Titles:
- Director of Investments / Nashville
Frank is the Director of Investments for Argent Trust Company. Frank leads the portfolio management process for Argent Trust in our Nashville and Louisville offices. Leveraging his years of experience in research and asset management, Frank works to identify global...
Job Titles:
- Relationship Management Associate / Oklahoma City
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...
Job Titles:
- Senior Vice President, Fiduciary Consultant / Atlanta
As part of Argent's Employee Stock Ownership Plan (ESOP) team, Glenn is responsible for managing employee benefits programs, executive compensation matters and a variety of other business transaction services. Glenn has more than 20 years of experience providing ESOP,...
Job Titles:
- Office Manager, Relationship Management Associate / Oklahoma City
Heather serves as an Officer Manager, Relationship Management Associate in the Oklahoma City office. 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 former...
Job Titles:
- Executive Assistant & Office Manager / Atlanta
Job Titles:
- Vice Chairman, Argent Trust Company / Nashville
Howard joined Argent Trust Company in April 2012 as Chief Executive Officer and was named Vice Chairman in 2020. He serves families providing trust, investment, estate and family office services. Howard has more than three decades of experience. Prior to joining...
Job Titles:
- Portfolio Manager / New Orleans
Hyder joined our New Orleans office as a Portfolio Manager. With over 17 years of experience in the financial industry, Brewster brings a wealth of knowledge and expertise to his new role. In his position he serves as an advisor to individuals, family offices,...
Job Titles:
- Chief Development Officer, Argent Financial Group Chief Executive Officer, Argent Trust Oklahoma / Oklahoma City
Aaron "A.J." Jack joined the former Heritage Trust Company 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 marketing, sales and business...
Job Titles:
- Portfolio Manager / Lake Mary
David is a portfolio manager for Core Plus Fixed Income strategy. Prior to joining Highland Capital Management, David has spent close to 20 years working for Lehman Brothers and then Barclays Capital as one of the top fixed income salesperson. David received BA in...
Job Titles:
- Senior Vice President
- SVP of Funeral & Cemetery Trust Division / Birmingham
Hirsch has joined the company as senior vice president of funeral and cemetery trust division in the Birmingham office. He will be responsible for overseeing all required annual regulatory reporting pertaining to deathcare and managing the investment and withdrawal of...
Job Titles:
- Senior Vice President / Corpus Christi
James has been with the company since 2004. His responsibilities include oversight of the Corpus Christi office, client service and business development in South Texas. He sits on the firm's Investment Committee and the Trust Management Committee. He has been a...
James Story, CFA is a Senior Portfolio Manager at Argent Trust Company in our Nashville office. He is responsible for fixed income portfolio management of client portfolios, with an emphasis on Institutional fixed income strategies. Prior to joining Argent, James was...
Job Titles:
- Vice President and Trust Officer / Austin
Janelle Palfreyman serves as Vice President and Trust Officer in our Austin location. Palfreyman focuses on developing and administering strategies for personal trust accounts. Before joining Argent, Palfreyman served as Vice President and Senior Fiduciary...
Job Titles:
- Vice President - Investment Operations / Nashville
Jeff joined Argent Trust in 2018 with the merger of Independence Trust into Argent. He currently works in the Investment Operations Department for Argent Fiduciary Consulting Services in our Nashville office where he supports the Investment and Administration...
Job Titles:
- Trust Officer
- Trust Officer / Fort Worth
Jennifer O'Connell serves as Trust Officer in Argent's Fort Worth market. O'Connell will serve Argent's clients by assisting with trust and estate planning. She will be responsible for administering client trust, estate and investment accounts for individuals, private...
Job Titles:
- Business Development Officer
- Market President - New Orleans, LA / New Orleans
Jill Knight Nalty joined Argent as a Business Development Officer at Argent in 2019 where she was responsible for new client outreach and strengthening current client relationships. She was named Market President of New Orleans in 2021. In that role, Jill is...
Job Titles:
- Vice President & Trust Officer / Lake Charles
Jim joined Argent in 2008 to lead the company's office in Lake Charles, Louisiana. As an Argent Trust Officer, Jim services current clients and develops prospective clients for Trust Services, 1031 exchanges, and Fee-based Investment Management. Jim has been in...
Job Titles:
- Member of the Investment Committee
- Portfolio Manager
Over an investment career covering over forty years, Jim McElroy has served as portfolio manager, partner, mutual fund manager, Chief Investment Officer, President, consultant and writer of commentary for several financial institutions and private investment firms....
Job Titles:
- Business Development Officer / Shreveport
Jodi is responsible for new client outreach and strengthening current customer relationships in Argent's Shreveport, Louisiana and Oxford, Mississippi markets. Prior to joining Argent in 2019, Jodi was business development director for Heard, McElroy & Vestal, the...
Job Titles:
- Senior Vice President / Beaumont
Joe has worked for Argent and its predecessor, Genesis Wealth Management for 20 years. As Senior Vice President, Joes serves high net worth clients in the Beaumont area focusing on wealth management and trust services. Joe is one of the most experienced financial...
John McCollum - Chief Investment Officer
John joined Argent Financial Group in 2015 and is responsible for overseeing investment management services for Heritage Trust Company and Argent Trust Company where he chairs the Investment Committee. John also supports corporate strategy and development activities...
Job Titles:
- Market President - Greenville, SC / Greenville
John Allen manages client relationships and leads the Greenville office in its client service efforts. He has 35 years of experience in trust, wealth management, tax and financial planning. Allen holds a BA from Furman University and is an Accredited Estate Planner...
Job Titles:
- Senior Vice President
- Senior Vice President / Fort Worth
Jonathan D. Berry serves as Senior Vice President based in our Fort Worth office. Berry will help lead the local trust management team, including facilitating new business development and relationships while providing customized client solutions. Berry brings over 14...
Job Titles:
- Relationship Manager
- Senior Vice President
Joni, joined the OKC 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, accounting...
Job Titles:
- Investment Advisor
- Representative
- Registered Advisor
Job Titles:
- Market President - Fort Worth, TX / Fort Worth
Kathy oversees Argent Trust's Fort Worth wealth management team, including facilitating business development and providing client solutions. A Certified Trust and Fiduciary Advisor (CTFA), Kathy brings to Argent Trust 27 years of experience as a senior vice president...
Job Titles:
- Relationship Manager
- Vice President
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...
Job Titles:
- Vice President, Trust Officer / Memphis
Job Titles:
- Managing Director / Birmingham
Ken joined Argent Trust in 2016 with the opening of our Birmingham office reporting to Kyle McDonald, CEO of Argent Financial Group. After serving as President of ATC for the past seven years, Alderman is now Managing Director of Argent Trust. In this new role, he...
Job Titles:
- Vice President, Trust Officer / Memphis
Kristen joined Argent Trust Company in November 2009 and serves as Vice President and Trust Officer. With over 15 years of experience, Kristen is responsible for administering trust, estate, and investment accounts with a focus on personal trust and special needs...
Job Titles:
- Chief Executive Officer
- Chief Executive Officer / Ruston
As its founder, Kyle has served as the only Chief Executive Officer of Argent Financial Group and its predecessor since May 1990. In that role, he is involved in the management of all Argent entities and responsible for strategic planning for Argent. Prior to founding...
Job Titles:
- Relationship Manager
- Fiduciary Administrator / Atlanta
LaTasha is a relationship manager on the fiduciary services ESOP team. She has 18 years in the retirement services industry and more than 23 years in financial services. Latasha joined Argent Trust Company in 2019. She has a Bachelor of Science degree in Psychology...
Job Titles:
- Chief Financial Officer / Ruston
Laurie joined Argent full time in 2005. Before 2005, Argent's leadership team recruited Laurie to do some consulting work for the firm. After successfully completing various projects for Argent, our leadership team hired her as our full time Chief Financial Officer. A...
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...
Job Titles:
- Assistant Vice President, Trust Officer / Birmingham
Leslie works in a senior fiduciary role with clients of Argent Trust Company's Birmingham location. She is in charge of managing trust accounts such as individual, larger endowment funds and estates. Leslie brings over ten years of experience in wealth management and...
Job Titles:
- Market President - Dallas, TX / Dallas
Linda is the Market President for Argent Trust Company in Dallas, Texas. She opened Argent's Dallas office in early 2018. In her role as Market President, she will direct, manage, and develop strategic direction to the wealth strategist team, including critical...
Job Titles:
- Senior Vice President & Trust Officer / Beaumont
Lisa joined Argent in 2013 after working for its predecessor, Genesis Wealth Management. As Senior Vice President, Lisa focuses on trust administration. She has expertise in court-ordered trusts as well as preneed and perpetual care trusts. Lisa has almost 30 years of...
Job Titles:
- Trust Administrative Assistant / Dallas
Luc McGehee has joined the Dallas office as trust administrative assistant with Argent Trust Company. McGehee reports to Argent Trust Dallas Market President Linda Baker and will be responsible for providing administrative and marketing support to the company's wealth...
Lynda joined Argent Trust in 2016 with the opening of the company's new Birmingham location. She has over 30 years of trust and financial service experience. In her role as trust officer with Argent, she will serve high net worth families with trust administration,...
Job Titles:
- Senior Vice President, Fiduciary Consultant / Atlanta
Marc Hansberger joined Argent in June 2014. He has over 25 years of experience working with ESOP companies, with specific expertise in business valuation and corporate finance transactions. Prior to joining Argent, Marc was a Director in KPMG's investment banking...
Job Titles:
- Senior Vice President & Institutional Services Manager / President, Argent Retirement Plan Advisors / New Orleans
Mark joined Argent in April 2018 as Senior Vice President, Institutional Services where he is primarily responsible for Argent's retirement plan consulting and the funeral and cemetery trust lines of business. Mark also serves as President of Argent Retirement Plan...
Job Titles:
- Senior Vice President, Fiduciary Consultant / Atlanta
Mark joined Argent in January 2015. He has over 17 years of business valuation and investment banking experience, with specific expertise in ESOP transactions. In his role as an ESOP fiduciary consultant, Mark plays a significant role in helping Argent as an ESOP...
Job Titles:
- Senior Portfolio Manager
- Senior Vice President, Portfolio Manager / Nashville
Marshall became a Senior Portfolio Manager at Argent Trust in 2018 when Independence Trust merged with Argent. As Chief Investment Officer at Independence, he oversaw portfolio management, trading, and other investment functions for the firm's clients, including...
Mary works in a fiduciary role with clients of Argent Trust Company's Dallas location. Mary has almost 30 years of experience in the financial services industry. Before coming to Argent, she was a senior fiduciary risk specialist at the Federal Reserve Bank of Dallas,...
Job Titles:
- Associate ESOP Trust Administrator / Atlanta
Matt is a relationship manager in the fiduciary services ESOP team. With more than five years in the retirement services industry, Matt joined Argent Trust in 2017. His career includes prior personal trust administration and operations management with Reliance Trust...
Job Titles:
- Middle Office Assistant Manager / Birmingham
Meredith joined Argent in 2016. She serves as Middle Office Assistant Manager in our Birmingham, AL, location. She plays a vital role in ensuring the smooth operation of the department. Meredith's responsibilities include managing workflows, overseeing daily processes...
Job Titles:
- Senior Vice President, Institutional Services / New Orleans
Michael joined Argent Trust in 2021 and has more than 20 years of experience working with retirement plans, as well as investments for corporations and nonprofits. Faherty will serve clients throughout South Louisiana, including New Orleans and Baton Rouge. Prior to...
Job Titles:
- Director - Taft Hartley Services
Job Titles:
- Senior Portfolio Manager
- Senior Portfolio Manager / Dallas
Michael Lanese joined the company as Senior Portfolio Manager. He will be based in Argent's Dallas office and will be responsible for managing personal and institutional portfolios. Lanese joins Argent from Fluent Financial, where he served as portfolio manager. In...
Job Titles:
- Heritage As Vice President and Relationship Manager
Michael P. Romero joined Heritage as Vice President and Relationship Manager in 2019 where he was responsible for assisting individual and nonprofit clients in a variety of areas, including trust administration, estate planning, and asset management. He was named...
Job Titles:
- Senior Vice President, Wealth Advisor / Dallas
Michael serves as a senior vice president and wealth advisor in Argent Trust's Dallas market. He has over 45 years of fiduciary wealth management experience with a focus on providing service to high net worth families. Prior to joining Argent, Michael most recently...
Job Titles:
- Wealth Management Support
Job Titles:
- Vice President and Wealth Advisor
- Vice President, Wealth Advisor / Dunwoody
Michelle joined Argent Trust as Vice President & Wealth Advisor at our Atlanta location. She has over 10 years of experience in wealth management, focusing on financial planning, investment management and estate planning. Prior to working at Argent, Michelle was...
Job Titles:
- Relationship Manager
- Vice President, Fiduciary Administration / Atlanta
Micher Christophe is a relationship manager in the fiduciary services team. With more than fourteen years in the retirement services industry, Micher joined Reliance Trust in 2003. Her career includes prior recordkeeping and employee benefits experience with Benefits...
Job Titles:
- President, Argent Advisors / Ruston
As President of Argent Advisors, Inc., Mike is responsible for the oversight of the Momentum Select dynamic asset allocation models of Argent Advisors. These models harness the collective powers of dynamic portfolio modeling in an attempt to provide less volatile...
Mindy joined Argent Trust of Tennessee in 2012 with the opening of the company's new Nashville location. As a wealth advisor with Argent, she serves select high net worth families with trust, investment, foundation, estate and family office services. Prior to joining...
Job Titles:
- Vice President, Trust Officer / Birmingham
Morgan joined Argent in 2019 and is responsible for managing family and institutional relationships in the company's Birmingham, AL market. She joined Argent from Regions Financial in Birmingham, where she had been a trust officer since 2014. Morgan earned her Joint...
Job Titles:
- Vice President, Trust Officer / Shreveport
Murphy joined Argent in 2017 and administers accounts and relationships for both individuals and retirement plans. Previously, Murphy worked for Hewitt Associates in their Defined Contribution practice as a quality assurance manager and spent several years working in...
Job Titles:
- Financial Planning Analyst
- Financial Planning Analyst / Tulsa
Myles Linhares joined the Tulsa team in 2021 as a financial planning analyst and brings to the company eight years of experience in wealth management, in his role, Linhares will provide financial analytics and research support for clients. Prior to working with Argent...
Nicole has over 30 years of industry experience in the trust and financial services industries. In her role as Regional Manager, Nicole oversees Argent Trust's Louisville, Kentucky; Greenville, South Carolina and Charlotte, North Carolina offices. Nicole also provides...
Job Titles:
- Relationship Management Associate / Oklahoma City
Nikki joined the OKC 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...
Job Titles:
- Vice President, Trust Administrative Officer / Fort Worth
Patrice works in a senior fiduciary role with clients of Argent Trust Company's Fort Worth location. Patrice brings to Argent 35 years of experience in wealth management and fiduciary services. Prior to joining Argent Trust Company, she held the position of AVP with...
Job Titles:
- Assistant
- Trust Assistant / Greenville
Patricia serves as a trust assistant in the Charlotte office. In this role she is responsible for working closely with clients and the day-to-day administration of trust and investment accounts. Patricia started her career as a sales representative for Nestle Foods...
Job Titles:
- Senior Vice President - FSI / Tallahassee
- Vice President of Client Development and Marketing for Funeral Services, Inc
Paul E. White is vice president of client development and marketing for Funeral Services, Inc. In this role, he is responsible for educating prospective and existing clients about FSI's products and services and maintaining the highest quality of customer service. He...
Job Titles:
- in 2016 As a Senior Trust Officer
Paul Lyle joined Argent Trust Company in 2016 as a Senior Trust Officer in our Charlotte, North Carolina office where he serves high net worth clients with trust, investment, estate and family office services. Prior to joining Argent, Paul was a Trust Officer with...
Job Titles:
- Vice President and Wealth Advisor
Phillip joined Argent Trust as Vice President & Wealth Advisor at our Marietta location. With 20+ years of financial experience as a financial advisor and consultant, he works with individuals and companies in the Atlanta Metro area. Prior to working at Argent, he...
Job Titles:
- Chief Technology Officer -
- Chief Technology Officer of Funeral Services, Inc
Prakash Mohan is the Chief Technology Officer of Funeral Services, Inc. (FSI). As Chief Technology Officer, Prakash's role is to successfully execute the company's business mission through software development and deployment of technology-based trust administration...
Job Titles:
- Mineral Management As a Mineral Manager
- Mineral Manager / Shreveport
Preston Smith has joined Argent Mineral Management as a mineral manager. Smith will be based in Shreveport and focus on mineral wealth, contract negotiation, oil and gas accounting and asset evaluation. Smith has 13 years of experience in petroleum land work across...
Job Titles:
- Assistant Vice President / Trust Administration / Tulsa
A native Tulsan, Quin Swiney joined the former AmeriTrust in 2015. Quin is a graduate of the University of Dallas with honors before attending Ave Maria School of Law in Michigan, where she was involved as president and chair of multiple student organizations and...
Job Titles:
- Vice President & Investment Advisor / Ruston
Randy is responsible for providing financial advice to clients. Just prior to joining Argent, Randy worked for a family-owned risk management agency providing client service and operational management. Randy spent over fifteen years in the telecommunications industry...
Job Titles:
- Senior Vice President, Fiduciary Consultant / Atlanta
Ray Kukreja joined Argent in October 2017. He has over 20 years of valuation and corporate finance experience, with specific expertise in ESOPs. In his role as an ESOP fiduciary consultant, Ray plays an important role in helping Argent as an ESOP trustee maximize...
Job Titles:
- Chief Executive Officer, Argent Trust Company / San Antonio
Reid joined Argent Trust and its predecessors in 2005, and in 2020 was named Chief Executive Officer of Argent Trust Company. He previously served as Regional Executive for the Texas and Louisiana markets, Chief Fiduciary Officer for Argent Trust Company, and chair of...
Job Titles:
- Account Administrator / Memphis
Job Titles:
- Market President - Beaumont, TX / Beaumont
Richard has served Argent's Beaumont office and its predecessor for 13 years. In his role with Argent, he focuses on portfolio management for high-net-worth clients in the Beaumont area. Richard started his career as a municipal bond analyst at the Municipal Advisory...
Job Titles:
- Vice President, Trust Officer / Nashville
An attorney and veteran trust and administration officer, Robert assists clients with their trust and estate planning needs. Robert joined Argent in 2020, coming from Regions Bank in Nashville, where he served as a trust advisor. Before that, he was a trust officer at...
Job Titles:
- Senior Portfolio Manager, Investments
Robert Strauss joined the former Heritage team in 2018 and brings more than 20 years of experience in the investment industry. He serves as senior portfolio manager for Argent Trust Oklahoma. Prior to Heritage, Robert served as Managing Director at Stephens, Inc. in...
Job Titles:
- Mineral Manager / San Antonio
Robert is primarily responsible for lease negotiations, lease monitoring and ensuring proper and timely revenue payments for mineral owners throughout Texas, focusing on the Austin, San Antonio, Houston and Corpus Christi areas. Robert joined Argent from Frost Bank in...
Ron joined Argent Trust Oklahoma (formerly AmeriTrust) in 2020 as Portfolio Manager in our Tulsa office, bringing more than 30 years of investment management experience serving clients ranging from endowments, foundations, trusts, pensions, mutual funds, and high...
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- Senior Vice President, Royalty Trust Director / Dallas
Ron joined Argent Trust in 2023 as Senior Vice President & Royalty Trust Director in our Dallas office. He brings over 39 years with Sabine Royalty Trust. Through the years, he has managed royalty trusts, where he has administered several publicly traded entities...
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- Vice President / Shreveport
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- Chief Information Officer
- Chief Information Officer / Ruston
Ryan joined Argent in 2000. As Argent's Chief Information Officer, Ryan is responsible for the computer systems, applications and network that support Argent Financial Group's strategic goals. He oversees and monitors all approved technology projects along with...
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- Senior Vice President, Director of Fixed Income / San Antonio
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- a Senior Wealth Advisor
- Senior Wealth Advisor / Birmingham
McGarr joined Argent Trust as a Senior Wealth Advisor at our Birmingham location in 2022. In his role, he will focus on holistic wealth management for high net and ultra-high net worth families by providing sophisticated and integrated tax, estate, closely held...
Sandra joined Highland Capital in 1987 as the Accounting Manager. Prior to this, she worked in the Trust Division of Union Planters. Sandra holds a BA in Accounting from the University of Memphis. She currently serves as the Controller for Highland Capital.
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- Assistant Vice President & Trust Officer / Shreveport
Sandy joined Argent Trust Company in November 2005 and currently serves as Assistant Vice President & Trust Officer in the Shreveport office location. Her focus is Special Needs Trust, Testamentary Trust, Interdictions, Investment Management Accounts and Custodial...
As a Trust Officer for Argent Trust, Sarah is responsible for the daily administrative tasks and client services in the company's funeral and cemetery trust division. Before joining the funeral and cemetery trust division, Sarah was a cash management specialist with...
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- SVP, Marketing - Private Wealth & 401k / Memphis
Scott joined Highland in 2014 and 25 years of industry experience. Prior to joining Highland, he served at IOF Private Equity Fund, SGC, Citigroup Salomon Smith Barney, Paine Webber, Inc. and The Robinson -Humphrey Company, Inc.
Shannon joined Argent Trust Company in 2015 and is currently serving as Senior Portfolio Manager. He is responsible for actively managing personal, charitable, and institutional assets for trust and investment management accounts. In this role, he works closely with...
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- Senior Mineral Manager / Oklahoma City
With more than thirty-five years of experience as a landman, Reed brings unprecedented experience and expertise to Heritage's Mineral Management team. Prior to joining AMM, Reed spent nearly ten years as a supervisor in the land title department at Chesapeake Energy...
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- Wealth Management Administrator / San Antonio
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- Senior Vice President, Trust Officer / Birmingham
As a senior vice president/trust officer in Argent Trust's Birmingham office, Sidney is responsible for managing personal and charitable relationships. Prior to joining Argent, Sidney was with Regions Bank, where he provided trust services for more than 40 years. For...
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- Trust Administrative Assistant / Birmingham
Stephanie joined Argent Trust in 2018 with the expansion of our Birmingham location. Stephanie has over ten years of trust and financial service experience. In her role with Argent she serves multiple lines of business including high net worth families with trust,...
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- Senior Vice President, Senior Fiduciary Consultant / Atlanta
In 2006, Steve Martin joined Reliance Trust Company and his former colleagues from C&S/Sovran Trust Company to rebuild the fiduciary services business at Reliance. While at C&S, Steve managed many of the most complex ESOP relationships and master trust clients...
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- CFP® Senior Vice President & Group Manager
As senior vice president of Argent Trust's funeral and cemetery division, Steve is responsible for overall management of the division. Steve is a Certified Trust and Financial Advisor, Certified Financial Planner and Certified Public Accountant and has more than 30...
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- Chief Operating Officer / Lake Mary
Steve is responsible for maintaining client relationships and policy administration within our Florida Public Fund client services group. In addition to his role within our client services team, Steve is Chief Operating Officer of Highland. Steve received his B.A....
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- Investment Management Specialists
- President & Managing Director, Highland
Steve has more than 40 years of experience in the financial industry. Steve worked at SG Securities, Delphi Management Corporation and founded the predecessor firm to Highland Capital Management Corp. He earned his BBA from Pace University, in New York City.
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- Investment Advisor Representative / Ruston
Sterling joined Argent in 2013, serving as a property administrator and mineral manager with our sister company, Argent Mineral Management, helping clients manage their mineral assets and creating opportunities to generate wealth and maximize value. As an Investment...
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- Vice President, Trust Officer / New Orleans
T.J. serves as vice president and trust officer for Argent Trust Company in the New Orleans office. McGee will be responsible for providing clients with fiduciary wealth management and related services. Before joining Argent, McGee served as vice president and...
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- Communications Director With
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 an Account Executive for an Oklahoma City-based advertising...
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- Trust Administrator & Business Development Officer / Lake Charles
Tiffany is responsible for working closely with clients and the day-to-day administration of trust and investment accounts. Before joining Argent, Tiffany was with the Calcasieu Parish Sheriff's Department, serving as a senior administrative assistant for 19 years....
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- Trust Officer / Wilmington
As a Trust Officer for Argent Trust, Tiffany is responsible for the daily operating, client service and reporting in the company's funeral and cemetery trust division. Before joining Argent Trust Company, Tiffany was Trust Operations Supervisor at Live Oak Trust, a...
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- Senior Vice President, Trust Officer / Shreveport
Tim joined Argent's Shreveport team in October 2018 and is tasked with business development, and managing personal and institutional relationships. With nearly 40 years of experience in the trust industry, Quinn comes to Argent from JP Morgan Chase in Shreveport,...
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- Senior Vice President, Trust Counsel / Louisville
Timothy has served with the Kentucky team since joining the Argent's Louisville office in 2014. He is a graduate, with honors, of the Louis D. Brandeis School of Law and an active member of the state bars in Kentucky and Indiana in good standing. Including his tenure...
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- Vice President - Client Services / Lake Mary
Todd graduated from the University of Arizona in 1999 with a B.A. in Communication and Marketing. He joined Highland Capital in May of 2015 with more than 15 years of experience in sales and marketing.
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- Mineral Manager / Fort Worth
Travis joined Argent Financial Group's Mineral Management division in 2021 as a Mineral Manager. Gist, a Fort Worth native, is an accomplished mineral rights and land manager with more than 11 years of experience. Gist comes to Argent from Wells Fargo Bank in Fort...
Trey has over a decade of experience as a financial Advisor serving the needs of clients in the Ouachita Parish market. He joined Argent in 2011 and continues to serve the wealth management needs of clients in Northeast Louisiana, particularly in Ouachita Parish. A...
Vaughn has over 27 years of experience providing investment management and financial planning services. He joined Argent in 1997. Vaughn is a CERTIFIED FINANCIAL PLANNER™ Professional specializing in Investment Management, Retirement Planning and maximizing income...
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- Trust Administrative Assistant / Austin
Vickie brings 40 years of banking experience that includes Human Resources, Bank Operations and Property Management, Commercial Lending, Treasury Management and Wealth Management Services. Vickie was born and raised in Austin, Texas and graduated from McCallum High...
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- CFP
- Senior Vice President and Wealth Advisor
Vince Chamblee serves as Senior Vice President and Wealth Advisor in Argent's Oxford market. In his role, Vince helps lead the local private wealth and trust management teams, where he provides tailored wealth management solutions for clients and helps lead business...
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- Portfolio Manager / San Antonio
Walter joined the company in 2013 and works as a portfolio manager in our San Antonio office. Walter brings with him 8+ years of research and investment management experience. He has a demonstrated track record of success in designing, implementing, and managing...
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- Marketing, Client Performance & Accounts Payable / Memphis
Zelma joined Highland Capital in 1994. She started her career at First Tennessee Investment Management in 1977. Zelma provides operational support for marketing, client performance and accounts payable functions. She graduated with a B.A. in Business Administration...