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 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, wealth strategy, insurance, cash flow generation, saving for college, and more. I specialize in working with executives and attorneys. I have extensive training in helping clients in transition, including sudden wealth events and 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 Osaic Wealth, Inc. Member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.