argentfinancial.com Open in urlscan Pro
35.209.2.168  Public Scan

Submitted URL: https://www.argentfidconsult.com/
Effective URL: https://argentfinancial.com/subsidiary/argent-fiduciary-consulting-services-llc/
Submission: On March 19 via automatic, source certstream-suspicious — Scanned from DE

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Text Content

 * 800.375.4646
 * LOGIN
 * .

 * WHO WE ARE
 * SERVICES
 * OUR TEAM
 * 
 * INSIGHTS
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 * WHO WE ARE
 * SERVICES
 * OUR TEAM
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ARGENT FIDUCIARY CONSULTING SERVICES, LLC


Learn more by calling 318.251.5800


COMPLETE THE FORM BELOW TO BEGIN A DISCUSSION WITH AN ARGENT PROFESSIONAL TODAY:

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ARGENT FIDUCIARY CONSULTING SERVICES, LLC




AFCS staff provide operational, compliance and audit support services to all
Argent entities to achieve compliance with the regulations, requirements and
best practices of the fiduciary services industry.


SERVICES ARGENT FIDUCIARY PROVIDES

 * Oil & Gas Management
 * Governmental Services
 * Wealth Management
 * Investment Management


 OIL & GAS MANAGEMENT


ALL-ENCOMPASSING OIL AND GAS MINERAL MANAGEMENT SERVICES, INCLUDING CONTRACT
NEGOTIATION, OIL & GAS ACCOUNTING, ASSET EVALUATION, AND ONGOING MANAGEMENT.

LEARN MORE


GOVERNMENTAL SERVICES


ADMINISTRATIVE AND INVESTMENT EXPERTISE SERVING GOVERNMENTS AND MUNICIPAL BODIES
IN MANAGING COMPLEX PUBLIC FINANCES.

LEARN MORE


WEALTH MANAGEMENT


A COMPREHENSIVE APPROACH DESIGNED TO MEET THE UNIQUE NEEDS OF HIGH NET WORTH
INDIVIDUALS AND FAMILIES, FROM COMPLEX FINANCIAL PLANNING TO GENERATIONAL WEALTH
TRANSFER.

LEARN MORE


INVESTMENT MANAGEMENT


A COMPREHENSIVE SCOPE OF INVESTMENT SERVICES THAT ARE DESIGNED TO OPTIMIZE THE
PERFORMANCE OF YOUR FINANCIAL ASSETS, BASED ON YOUR UNIQUE NEEDS AND STRATEGY.

LEARN MORE


LOCATIONS


BATON ROUGE

4224 Bluebonnet Blvd. Suite A, Baton Rouge, LA 70809

PH: (225) 372-1903


BIRMINGHAM

600 University Park Place Suite 200, Birmingham, AL 35209

PH: (205) 730-5100


RUSTON

500 E Reynolds Dr., Ruston, LA 71270

PH: (318) 251-5800


SAN ANTONIO

755 East Mulberry Suite 400, San Antonio, TX 78212

PH: (210) 352-2410

Zum Verschieben drückst du die Pfeiltasten entsprechend.








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OUR TEAM


AMY BENEFIELD, CCTS, CFIRS



Vice President - Business Risk Management Coordinator
Birmingham

Amy serves as vice president- business risk management coordinator with Argent’s
fiduciary consulting services division.  In this role, she is responsible for
all aspects of regulatory compliance for Argent Trust Company.  Prior to this
role, she served high net worth...


CHARLES D. WADE



Chief Operating Officer
San Antonio

Charles Wade joined Argent Financial Group in 2014 as Chief Operating Officer.
Charles is primarily responsible for our operations, middle office, investment
operations, compliance and audit divisions, as well as other strategic
initiatives. Previously, Charles served...


KATHLEEN PLATE, CFIRS®



Vice President & Audit Manager
San Antonio

Kathleen Plate has joined the San Antonio office as vice president and audit
manager. Plate is responsible for implementation, monitoring and supervision of
the fiduciary audit program for the trust companies under Argent Financial
Group. Before joining Argent, Plate...


AMY RHODES, CFIRS



Chief Compliance Officer
San Antonio

Amy serves as chief compliance office with Argent's Fiduciary Consulting
Services division. In this role, she is responsible for all aspects of
compliance for Argent Trust Company. Amy has nearly 30 years of banking and
trust industry experience. Prior to joining...


DEANNA RANKIN



Chief Risk Officer
San Antonio

Deanna began with Argent in July, 2018. In her role as Chief Risk Officer,
Deanna is responsible for fiduciary compliance for all Argent trust companies.
Prior to joining Argent, Deanna served as Senior Vice President and Trust
Internal Audit Manager for Frost Bank....


KIMBERLY BREITHAUPT, CFIRS®



Chief Audit Executive
Ruston

Kim began with Argent in July, 1996. In her role as Chief Audit Executive, Kim
is responsible for management oversight of the internal audit process for all
Argent trust companies. Kim also provides audit and compliance consulting
services to third-party banks and...


ANNALIESE RUSSELL



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...


ERIK AAGAARD, CFP®



Investment Operations Manager
San Antonio

Erik Aagaard serves Investment Operations Manager for Argent Fiduciary
Consulting Services in our San Antonio office. Erik joined the company in 2001
and has been involved in multiple aspects of wealth management since then. He
holds a Bachelor of Business...


LIZ CURRIE



Operations Manager
San Antonio

Liz has worked for both small and large banking institutions in the South Texas
area. She graduated from Texas A & I University with a Bachelor of Business
Administration in Accounting.


CARRIE OLENA



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.


JEFF OLIVER



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...


MATTHEW STEPHENS, CFIRS



Internal Auditor
Baton Rouge

Matt joined Argent in 2014. He has had a wide and varied career in the field of
trust banking. Matt has previously worked for large international companies,
small actuarial firms and regional banks. He has worked in Operations, Front
Office, and Third-Party...




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