Advisory Council

The Advisory Council comprises a diverse group of experienced business people who lend their expertise to Argent and provide input on a variety of business matters.

The Ramsey Law Group - general practice and real estate counsel
Amir Atashi - estate planning attorney
Anne Zelinsky, CPA
Benjamin Wong - MBA, CFP
H. Tripp Taylor - CFA, MBA
Terry Lloyd - CFA, CPA

Resource partners

In order to deliver the best solutions and the highest level of service, Argent Wealth Advisors leverages technology and utilizes carefully selected strategic partners in the delivery of its financial planning services.  This approach allows us to stay at the forefront of the financial services industry and offer a full range of wealth management solutions to our clients.

TD Ameritrade Institutional
Charles Schwab
Morningstar Professional / Ibbotson Associates
Money Guide Pro financial planning software
Standard & Poors
Callen and Associates
Bloomberg
Gurtin Fixed Income