Hometown: Pittsburgh, PA
What quality of yours makes you best suited to what you do?
It’s a healthy combination of resilience, transparency, emotional intelligence and empowerment.
How should people think about their wealth?
Think abundantly and think long-term! Pay attention but rely on your trusted advisors and resources.
Favorite Quote or Personal motto:
“Everything should be made as simple as possible, but no simpler.” – Einstein
How do you spend your time outside of work?
With family…it’s all about family.
What accomplishments are you most proud of?
Partnering to establish Argent Bridge Advisors; with our team, our clients and our selected business partners. Argent Bridge Advisors is the fruition of a long-term mission, pursued for years, through creative collaboration and connection with our clients and the community.
Licenses & Affiliations:
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst®
Series 7: “General Securities License”
Series 66: “Uniform Combined State Law Examination”
Member of the Institute for Divorce Financial Analysts
Member of the FPA NCA (Financial Planning Association of the National Capital Area)
Member of Vistage International
Life and Health Insurance Licensed
Investment advisor representative of Triad Hybrid Solutions and a registered representative of Triad Advisors.
In the News:
Contributor to Considering a Divorce During Coronavirus? for WTOP News