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
Tom O'Meara, AIF®
Chief Executive Officer
Mark Caplinger, CFA
Chief Operating Officer
Logan Finerty, CFP, CFA
Director of Private Wealth
Denise Pearman
Managing Director of Distribution
Kenneth H. Crawford
Portfolio Manager
Laurie Hayek
Chief Compliance Officer
Steven K. Smith, CFA
Senior Research Analyst
Ward Brown
Chairman of Argent Investment Committee
Scott Harrison, CFA
Portfolio Manager
Carolyn Bowles
Chief Financial Officer
Jed Ellerbroek, Jr., CFA
Senior Research Analyst
Brian Reynolds, CFA
Senior Research Analyst
Jayme Herbstreit
Director of Operations
Parker Moses, CFA
Research Analyst
Kirk McDonald, CFA
Portfolio Manager & Senior Research Analyst
Krystal Proctor
Director of Client Service
Bill Weeks, Ph.D., CFA
Senior Research Analyst, Quantitative
Peter Roy, CFA
Portfolio Manager
Jenny Noga
Accounting Manager
Thomas Moody CIMA®
Director of Intermediary Sales
Ruth Menz
Operations Specialist
Deb Brandenberg
Executive Assistant
Trenton Paluczak
Business Development Officer
Emily McCrary
Executive Assistant
Angela Flores
Client Service Specialist
Madeline LaVelle
Marketing Associate