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Our Team

Get to know us!


We have an experienced and dedicated team with a variety of areas of expertise. We all work with the same goal in mind—create the best possible experience for our clients.


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Steven Finerty, JD, CFP
Chairman
Tom O'Meara, AIF®
Chief Executive Officer
Mark Caplinger, CFA
Chief Operating Officer
Logan Finerty, CFP, CFA
Director of Private Wealth
Kenneth H. Crawford
Portfolio Manager
Ward Brown
Chairman of Argent Investment Committee
Scott Harrison, CFA
Portfolio Manager
Kirk McDonald, CFA
Portfolio Manager & Senior Research Analyst
Bill Weeks, Ph.D., CFA
Quantitative Research Analyst
Ying Ko, CFA
Senior Research Analyst
Peter Roy, CFA
Portfolio Manager
Parker Moses, CFA
Research Analyst
Jed Ellerbroek, Jr., CFA
Senior Research Analyst
Ithiel Turrado, CFA
Research Analyst
Denise Pearman
Director of Distribution
Thomas Moody CIMA®
Director of Intermediary Sales
Trenton Paluczak
Business Development Officer
Laurie Hayek
Chief Compliance Officer
Jayme Herbstreit
Director of Operations
Ashley Britt
Client Portfolio Administrator
Jenny Noga
Accounting Manager
Ruth Menz
Operations Specialist
Mary Ann Paubel
Business Administrator
Deb Brandenberg
Executive Assistant
Krystal Proctor
Director of Client Service
Angela Flores
Client Account Administrator
Erica Dintleman
Client Account Administrator
Stephanie Dirscherl, JD, MBA
Director of Marketing
Ashleigh Benoist
Marketing Coordinator