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Erik Olson

Wealth Management Advisor
Ridgeland

Erik holds the position of Wealth Management Advisor at Argent Wealth, leveraging his expertise to provide invaluable financial guidance to clients. Before joining Argent, Erik contributed his skills and knowledge to Pinnacle starting in November 2020. His academic...

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Cris Dockery, CPFA

Director, Corporate Retirement Plans
Ridgeland

Cris M. Dockery is the Director of Corporate Retirement Plans at Argent Wealth, leveraging his extensive financial expertise to craft innovative and tailored solutions for clients seeking mid- to high-net-worth wealth management. As a Financial Advisor, Cris earned...

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Carol Brock

Chief Operating Officer and Chief Compliance Officer
Ridgeland

As the dynamic Chief Operating Officer (COO) and Chief Compliance Officer (CCO) at Argent Wealth, Carol brings decades of strategic leadership and financial expertise to the organization and plays a pivotal role in shaping the operational and compliance aspects of the...

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Reid Davis

Chief Investment Officer & Senior Wealth Management Advisor
Ridgeland

Reid serves as Argent Wealth’s Chief Investment Officer and Senior Wealth Management Advisor.  Reid received his Bachelor of Business Administration at the University of Mississippi, graduating Magna Cum Laude. During his tenure at the University of Mississippi, Reid...

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Martin E. Palomo IV, CWS®

CEO and Co-Chief Investment Officer
Ridgeland

Martin serves as CEO and Co-Chief Investment Officer at Argent Wealth, overseeing strategic leadership and investment operations. He earned his bachelor's in business administration with a specialization in Finance from the Else School of Management at Millsaps...

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Pinnacle Wealth Joins Argent Financial Group

Pinnacle Wealth announced today the completion of its merger with Argent Financial Group (Argent) and rebranding to Argent Wealth.  As it did under its previous name and operations, Argent Wealth will continue to specialize in planning, protection, and investment...

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Shaheen Farah

Senior Vice President
Beaumont

Shaheen brings 40 years of invaluable experience in the financial industry. He joined Argent in 2023 as a Senior Vice President in our Beaumont market, bringing a wealth of expertise and strategic insights to the team. Before joining Argent, Shaheen held key...

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Lori Rhinehart

Relationship Management Associate
Oklahoma City

Lori joined the OKC team in the fall of 2023 as a Relationship Management Associate. With precision and expertise, she provides invaluable support to clients across diverse domains, ranging from trusts and probate to estate planning and administration. Lori brings...

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