Q. What led you to Argent and what makes it unique?
A. Without a doubt what led me to Argent was the character of the leadership. Before I ever even heard the phrase “humble confidence” my initial visit with Kyle impressed that on me and it has also been reflected in every senior manager I’ve gotten to know. Growing pains are much more bearable when there is effective leadership at the helm. So it goes without saying that what makes Argent unique is its people, but in every organization, the quality of the people is determined by the quality of the leader.
Q. Why do you enjoy working at Argent?
A. Argent is an organization with a small company feel. There is structure, but not overly restrictive; and the company supports an entrepreneurial way of thinking, and open to new ways of doing things.
Q. What does the company mean to you?
A. Professionally it means I have a place and a future where I can grow, even though at 60 the future horizon isn’t far off. Personally Argent provides peace of mind knowing that if something happens to me, my wife and family will have a team of people who will truly care for them. Both of these are invaluable.
Q. What is on your wish list for the next 10 years with Argent?
A. To become known as the most caring wealth management firm in the nation.
Q. What’s the biggest trend you see in your field right now?
A. The biggest trend I see is the continued commoditization of the industry, but with it, an exponential rise in the value of a human advisor. As far as I know, no algorithm predicted how a pandemic would affect someone’s life or guides them through life’s uncertainties but that’s where I think our future is.
Q. What is a random fact about you?
A. Both my parents went to LA Tech and both are from a small town in northwestern LA not far from where Kyle McDonald’s grandparents were from.
Q. What is your favorite quote?
A. “A lie gets halfway around the world before the truth has a chance to put its pants on.” – Winston Churchill
Q. If you could meet anyone, dead or alive, who would it be and why?
A. Theodore Roosevelt. I’d ask him to please come back and run for president.