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”
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
Investment advisor representative of Triad Hybrid Solutions and a registered representative of Triad Advisors.