Member Since January 2022
As a Partner and Private Wealth Advisor at Argent Bridge Advisors, I am passionate about educating my clients and helping them achieve financial independence through careful wealth planning. By carefully understanding and listening to their unique needs, I strive to be a sensible resource in every aspect of my clients' financial life - including retirement and estate planning, investment management, divorce, wealth strategy, insurance, budgeting, cash flow generation, saving for college, and more. I specialize in working with executives and as a CDFA®, have extensive training in helping clients in transition - specifically while going through a divorce. I am eager to work alongside my clients, helping them live fuller, more meaningful lives as they chart a course toward achieving their life goals. Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Argent Bridge Advisors, LLC and Triad Advisors, LLC are not affiliated.
Argent Bridge Advisors
Argent Bridge Advisors is an independent wealth management company serving HNW individuals. We are committed to listening to your unique needs and goals and helping you to achieve your best financial future. Our mission is to influence financial success by simplifying the complex. At Argent Bridge Advisors, we make intelligent and unbiased financial advice the standard. Securities offered through Triad Advisors, LLC Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions LLC, a registered investment advisor. Argent Bridge Advisors, LLC and Triad Advisors, LLC are not affiliated.