As a Managing Partner and Private Wealth Advisor at Argent Bridge Advisors, I create transformation in my clients' lives through financial planning, empowerment, and education. I specialize in providing comprehensive financial solutions to high-net-worth families and individuals. Fueled by my ...
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As a Managing Partner and Private Wealth Advisor at Argent Bridge Advisors, I create transformation in my clients' lives through financial planning, empowerment, and education. I specialize in providing comprehensive financial solutions to high-net-worth families and individuals. Fueled by my passion for helping people and armed with over 30 years of financial planning experience, I specialize in creating long-lasting, multidimensional success in my clients' lives by removing confusion and complexity from the financial planning and investment management process. As a champion of women, I strive to help unleash women's full financial power. My clients are empowered to live with purpose as we work together to thoughtfully protect and grow their wealth.
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.
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