William T. Baldwin, Esq.

Managing Director

Bill has more than 25 years of experience in wealth management for high net worth individuals, families, and foundations.  His career began with Touche Ross & Company and continued in private practice before joining Babson Financial Management where he was a vice president.  In 1986, Bill worked with Tax & Financial Advisors which became Pillar Financial in 1998, then merged with Argent Wealth Management in 2013.

Bill graduated Magna Cum Laude from the University of Cincinnati with a Bachelor of Arts degree in Business Administration.  Later he earned his Juris Doctor degree at Boston College Law School and a LL.M. in Taxation at Boston University.  Bill served on both the Northeast-Mid-Atlantic Board of Directors and on the National Board of the National Association Personal Financial Advisors (NAPFA) and was named on of the 30 most influential members of NAFPA in its 30 year history!   He is a member of the Boston Estate Planning Council (BEPC) and served on the Board of Directors twice. Bill was named to Worth Magazine’s list of Top Financial Advisors five times, an award also bestowed on him by Barron’s twice in his career.

Bill enjoys cycling, sailing, skiing and is an active volunteer for charitable organizations.  He is a proud member of the Dana Farber Flames Pan Mass Challenge team and works with Cradles to Crayons to provide at-risk children with the essentials they need to thrive at home, at school, and at play.  He also served on the Board of Directors and as Commodore of the Winchester Boat Club and as a member of the Winchester, MA Retirement Board.

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William T. Baldwin, Esq.

William T. Baldwin, Esq.

Managing Director

Oliver Ball

Associate

Oliver Ball joined Argent Wealth Management in 2014 as a Financial and Tax Planning Associate, having interned at Lexington Wealth Management in Lexington, MA.  Raised in Monroe, CT, Oliver earned his Bachelor of Science in Economics and Finance at Bentley University and graduated Magna Cum Laude.  His specific areas of expertise include aiding in the organization of tax returns, working with advisors to run ad hoc reports, prepare balance sheets, and provide background information for meetings.  His interests include music and playing the violin.

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Oliver Ball

Oliver Ball

Associate

Rita Cianciarulo

Client Service Associate

Rita has over 13 years experience working in finance, 11 of those years with Pillar Financial Advisors. She also worked with Litman Gerson Associates and Edelstein & Company. Rita was raised in Medford, MA, and attended Massachusetts Bay Community College in Wellesley, earning an Associate’s Degree in Accounting. She has expertise with portfolio Management systems (AXYS and Portfolio Center) and is QuickBooks online certified. Rita lives in Winchester with her husband and two children. She enjoys traveling, spending time at the beach, gardening, exercising, antiquing, and most importantly … spending time with her family.

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Rita Cianciarulo

Rita Cianciarulo

Client Service Associate

Janis Colangelo

Client Services Administrator

Janis has been with the firm since 1999. She attended the University of Hartford, earning a Bachelor of Arts degree in History. At Argent Wealth Management, Janis assists two of the managing directors, aiding in the support of clients including quarterly reporting. She lives in the Charlestown Navy Yard and enjoys traveling and spending time with her children and grandchildren.

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Janis Colangelo

Janis Colangelo

Client Services Administrator

Matthew Conroy, Esq., CFP®

Senior Financial Advisor

Matt earned his Juris Doctor degree, cum laude, from Suffolk University School of Law, and his Bachelor of Arts degree in Economics from the College of the Holy Cross in Worcester, Massachusetts. His areas of expertise include portfolio management; estate planning; gift, estate, trust, and individual taxation; and financial planning. Prior to Argent, Matt was a Trust & Estate attorney with the firm Charmoy, Stolzberg & Holian LLP in Boston. Following that position, Matt worked with PricewaterhouseCoopers LLP and Grant Thornton LLP in their private wealth services group. In addition to being a licensed attorney in the Commonwealth of Massachusetts, he is a Certified Financial Planner®. Matt is a current member of the Boston Bar Association Trust & Estates Section, and enjoys skiing, biking, and traveling.

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Matthew Conroy, Esq., CFP®

Matthew Conroy, Esq., CFP®

Senior Financial Advisor

Peggy Coons

Office Administrator

Prior to joining Argent Wealth Management in 2015, Peggy worked as an administrator at a law firm for 25 years, where she specialized in estate planning during her last few years.  At Argent Peggy utilizes her excellent organizational, communication, time management and people skills to administer and oversee daily office activities.  In addition, she provides direct support in the tax and estate preparation areas.  She organizes and scans all tax return documents, handles E-filing of tax returns, prepares estate documents and maintains a database of all estate documents.

Peggy holds a Bachelor of Science degree in Office Administration from Bryant University in Smithfield, Rhode Island.  She resides with her husband in Wayland, the town where she was born and raised.  In her spare time she enjoys traveling, reading, spending time with her family and friends and cheering for the Red Sox.

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Peggy Coons

Peggy Coons

Office Administrator

David M. Duchesneau, Esq., CPA, CFP®

Managing Director

Dave is President and Founder of Argent Wealth Management, Inc. He provides comprehensive tax and financial advisory services, utilizing his comprehensive technical knowledge of asset allocation models, investment products and strategies, risk management, insurance, option strategies, retirement and gift planning, and income tax planning for high net-worth individuals and their families.

Dave’s career began in the tax division of Arthur Andersen providing tax advice to high net-worth individuals and large financial institutions, such as banks and insurance companies. In 1987, Dave assumed responsibility for and organized the financial planning practice in the firm’s Boston office.

In 1992, Dave started The Duchesneau Group, Inc. in Weston, MA, building on his unique concept of a fee-for-services-based business.

Dave is licensed to practice law in MA and CT. He is a Certified Financial Planner and he is licensed in MA as a Certified Public Accountant.

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David M. Duchesneau, Esq., CPA, CFP®

David M. Duchesneau, Esq., CPA, CFP®

Managing Director

Joseph E. Finn

Director of Business Development

Joe is head of Sales and Marketing for Argent Wealth Management. Since 2010 he has been responsible for overseeing all new business development activities. Joe brings a wealth of experience in the high net worth and institutional markets.

Prior to joining Argent Wealth Management, Joe managed the US office for Punter Southall and Company, an Investment and Actuarial Consulting firm in the UK. Joe has been managing client relationships for over 30 years and has been in the investment management business since 1986. He has worked with BankBoston, American Express, The Boston Company, Eastern Bank, and Fidelity Investments with varying investment, management, client service and new business development responsibilities.

Joe earned a Bachelor of Science degree in Marketing from Fairfield University in Fairfield, CT. He is a member of the Boston Estate Planning Council and also serves as a member of the Board of Directors and Chairman of the Finance Committee for the Carroll Center for the Blind.

Joe is married and has three children. He enjoys sports, traveling, reading, and spending time with his family.

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Joseph E. Finn

Joseph E. Finn

Director of Business Development

Lisa Fiskio

Accounting and Portfolio Administrator

Experienced in trust and investment operations, relationship management, accounting and bookkeeping, Lisa has been with the firm since 2012. She administers all aspects of portfolio management accounting, which consists of industry standard and custom software applications. In addition, Lisa is a member of the Advent Users Group and is responsible for accounts payable and receivable and the preparation of accounting reports.

Previously, Lisa served as Director of Operations at Empirical Asset Management and as a Vice Present in Wealth Manager Services at State Street Bank and Trust. Prior to that, Lisa was the Manager of Trust Operations for Nutter McClennen and Fish LLP (14 years) and Manager of Trustee Support for Loring Wolcott and Coolidge (4 years).

Lisa holds an Associate degree in Business Management with a concentration in Accounting from Fisher College in Boston. Raised in Madison, CT, Lisa now lives in Cambridge, MA. She enjoys the beach, music, and spending time with her friends and family, especially her two nephews and three nieces.

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Lisa Fiskio

Lisa Fiskio

Accounting and Portfolio Administrator

Inez Fontes

Business Manager

Inez has been with the firm since 2001and is responsible for keeping the office running smoothly.  She was born and raised in Santa Barbara and Santa Maria in the Azores, Portugal.  She attended Northeastern University in Boston and received her Bachelor of Arts degree in Business Management.  Inez is a member of the Advent Users Group and loves cooking and spending her time doing “anything outdoors,” including walking and gardening.

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Inez Fontes

Inez Fontes

Business Manager

Beth C. Gamel, CPA/PFS, AEP®

Managing Director

A co-founder of Pillar Financial Advisors in 1986, Beth is a Certified Public Accountant accredited as a Personal Financial Specialist and has been recognized by the National Association of Estate Planners & Councils as a professional who has met special requirements of education, experience, knowledge, professional reputation, and character.

Beth holds a Bachelor of Arts degree in Sociology from the University of North Carolina and earned her M.S.B.A. in accounting from the University of Massachusetts Isenberg School of Management. She is a member of the Isenberg Leadership Board and served on the Board of Directors of the University of Massachusetts Amherst Foundation from 2003 to 2013.

For seven consecutive years, Worth Magazine named Beth as one of the “best financial advisors” in the country. The Boston Globe has described her as one of “New England’s leading financial planners.” Beth has been quoted in The Wall Street Journal, Forbes, The Journal of Accountancy, The New York Times, and Fortune and has appeared on CNBC and Comcast’s “Money Matters Today” show.

Beth is a member of the Boston Estate Planning Council (BEPC) and the MA Society of Certified Public Accountants and was an inaugural member of The Boston Foundation’s Professional Advisors Committee. She served on the Executive Committee of the Personal Financial Planning Division of the American Institute of CPAs (AICPA). Beth completed two terms on the AICPA’s National CPA Financial Literacy Commission and now acts as a media spokesperson for the AICPA on financial literacy topics.

In 2009 Beth received the Personal Financial Planning Distinguished Service Award from the AICPA and in 2010 The Boston Estate Planning Council selected Beth as its Estate Planner of the Year in recognition of her significant contributions to the estate planning profession. This award represents the highest honor that BEPC can bestow upon its member and industry colleagues.

Her interests include opera and classical music traveling, working out, riding her bike, and cooking. Her personal passions are her family, especially her five grandchildren!

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Beth C. Gamel, CPA/PFS, AEP®

Beth C. Gamel, CPA/PFS, AEP®

Managing Director

James Gilloran, CFP®

Financial Advisor

James is a CERTIFIED FINANCIAL PLANNER™ who has been with the firm since 2012 and assists Client Advisors in all aspects of advisory services, including the creation, implementation, and monitoring of client financial and estate plans. He graduated from Bentley University with a Bachelor of Science degree in Economics and Finance.

At school, James played on the Varsity Men’s Lacrosse team and continues to enjoy sports, as well as reading.

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James Gilloran, CFP®

James Gilloran, CFP®

Financial Advisor

Barbara Giovino

Client Service Associate

Barbara has been with the firm since 2004, after having served as Vice President of Fleet Bank in Boston, MA, responsible for Retirement Plan Services. Prior to that she was Vice President of Merrill Bank in Maine, Trust and Investment Services. At Argent Wealth Management, Barbara’s area of expertise is trust administration, retirement plan administration, and tax processing.

She was raised in South Hamilton, MA, and currently lives in Winchester, MA. Barbara attended Merrimack College in North Andover, MA, earning a Bachelor of Science degree in Sociology.

Barbara enjoys gardening, bike riding, walking, and hiking.

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Barbara Giovino

Barbara Giovino

Client Service Associate

Jeffrey J. Harrington, Esq., CFP®

Financial Advisor

Jeffrey is a CERTIFIED FINANCIAL PLANNER™ who joined Argent Wealth Management in 2014 as financial advisor, having previously worked as an associate at GW & Wade in Wellesley, MA for three years.  He earned his Bachelor of Science in Political Science from Franklin & Marshall College in Lancaster, PA in 2006 and a Juris Doctor from Northeastern University School of Law in 2009.  His specific areas of expertise include tax and estate planning.  Jeffrey was raised in Springfield, MA.

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Jeffrey J. Harrington, Esq., CFP®

Jeffrey J. Harrington, Esq., CFP®

Financial Advisor

Joseph E. Henry

Associate

Joe joined Argent Wealth Management in 2015 after earning his Bachelor of Science in Finance from the Mario J. Gabelli School of Business at Roger Williams University.  In his role as an Associate, Joe provides in depth analysis on the performance of client portfolios and assists senior advisors in all aspects of the financial planning process. Joe’s passion for investing began when he was accepted into the university’s Center for Advanced Financial Education as an Equity Portfolio Manager. During his tenure, the group received first place honors for their portfolio’s risk-adjusted performance at the Quinnipiac Global Asset Management Forum. Joe was on the Dean’s List during his junior and senior years and captain of the Men’s Varsity Basketball team.

Raised in Medway, MA, Joe now lives in Holliston.  In his spare time he enjoys golf, reading, and spending time with his siblings Nicole, Andrew and Kristin.

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Joseph E. Henry

Joseph E. Henry

Associate

Jerome J. Jacobs, CFA

Chief Investment Officer

Jerry is primarily responsible for the investment and asset allocation strategies for high net worth clients and institutional accounts. He selects investment managers across the entire spectrum of asset classes including equity and fixed income mutual funds money managers, hedge funds and private equity investments.

Jerry’s more than 25 years of investment experience includes his position as Principal and Head of Tax Exempt Fixed Income for the Vanguard Group of Investment Companies. Before joining Argent Wealth Management, he was the Senior Investment Strategist of Putnam Investments and Chief Investment Officer of Tax Exempt Fixed Income. He was co-chairman of the Putnam’s Capital Market’s committee, Chairman of the Interest Rate Committee, and co-author of the quarterly Capital Markets Report. Jerry has managed numerous mutual funds at both Putnam and Vanguard and has received the Lipper #1Fund Ranking eight times!

Jerry earned a Bachelor of Science degree in Economics from the Wharton School of the University of Pennsylvania and is a Chartered Financial Analyst.

Jerry serves as a Board Member of Career Collaborative and as a member of the Investment Committees for Pine Street Inn and the Inner City Scholarship Foundation.

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Jerome J. Jacobs, CFA

Jerome J. Jacobs, CFA

Chief Investment Officer

Richard D. Kahn, JD, L.L.M.

Managing Director

As a Managing Director of Argent Wealth Management, Rich provides comprehensive tax, investment and financial advisory services tailored to the specific needs of high net worth individuals. He also serves as Argent’s Chief Compliance Officer. He is licensed to practice law in MA and has a Series 65 securities license which enables him to act as an investment advisor.

Rich began his career in the tax division of Deloitte & Touche in Boston, MA. His focus was providing tax services to closely-held businesses, high net-worth individuals and public companies. He spent a significant amount of time on the firm’s national, state, and local tax groups, as well as on employee benefits plans. In 1991, Rich went to CML Group, Inc., a public company where he served as the Vice President of Taxes and in-house counsel.

Rich received a Bachelor of Science degree in Economics from the State University of New York at Albany. He earned his JD from New England School of Law and a LL.M. in Taxation from Boston University School of Law. He serves as President of the Medway Foundation for Education, a not-for-profit organization charged with raising capital to fund innovative, educational projects throughout the public schools in Medway, MA. He is also an active member of the Directors Club of the New England Home for Little Wanderers, and as such, he volunteers his time, provides mentoring and participates in activities for the children.

Rich enjoys skiing, golf, music, and tennis. He has two children, Ryan and Emma.

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Richard D. Kahn, JD, L.L.M.

Richard D. Kahn, JD, L.L.M.

Managing Director

Wayne T. Laundry

Director of Taxes

Wayne has been with the firm since 1993, managing the tax process for all clients. This includes coordinating the preparation of all tax returns and compliance matters for the firm. He earned a Bachelor of Science degree in Accounting from Bentley University in Waltham, MA and has attended the New York Institute of Taxation each year since 1997.  Wayne lives in South Boston and enjoys sports … especially watching his grandchildren play sports.

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Wayne T. Laundry

Wayne T. Laundry

Director of Taxes

Nancy Leonard

Office Administrator

With Argent Wealth Management since 2010, Nancy draws upon over 20 years’ experience to provide top-notch client services to clients and business partners. She coordinates communication across departments and schedules client meetings.  In addition, she assists in preparing proposals, client and estate documents, and marketing material.  Detail-oriented and always willing to pitch in, Nancy gets the job done!

Raised in Waltham, MA, Nancy lives with her husband and three children in Marlborough.  She enjoys spending time with her family, her mom and dad, and her many siblings and their families.  An avid reader, Nancy also loves walking by the ocean side, exploring new cities and towns, and working in her garden.

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Nancy Leonard

Nancy Leonard

Office Administrator

Chandler Manly

Investment Operations and Trade Associate

Chandler came to Argent Wealth Management after graduating from Wheaton College in Norton, MA in 2013, having earned a Bachelor of Arts degree in Economics.

Chandler’s focus at Argent is in the research and analysis of equity investments, income investments, alternatives, and trading. He developed a passion for investments during his college years after a summer internship. He quickly learned that his intellectual drive and curiosities aligned perfectly with the investment profession and helping clients achieve their goals.

Chandler lives in Cambridge, MA. He enjoys sports, reading, and spending his spare time “… being a good brother to my two sisters, Rachel and Wren.”

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Chandler Manly

Chandler Manly

Investment Operations and Trade Associate

Kim Morrow, CFP®

Senior Financial Advisor

Kim is a CERTIFIED FINANCIAL PLANNER™ who has served the firm since 2000.  Her areas of expertise include portfolio management, tax planning, tax preparation and financial planning.  She earned her Bachelor of Science degree in Accounting and Marketing at Northeastern University in Boston.  She earned her Certificate in Financial Planning from Boston University.  Currently Kim is a participant in the 2016 Schwab Executive Leadership Program.  Kim was raised in upstate New York and enjoys spending time with her three young sons and husband. She likes traveling, cooking, and staying fit by exercising and spinning.

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Kim Morrow, CFP®

Kim Morrow, CFP®

Senior Financial Advisor

Matthew Sapir Ristuccia, CFA

Director of Research

Matt joined Argent in 2011.  Matt has been investing since 2005.  Matt is in charge of investment research. Prior to joining Argent, Matt was an Equity Portfolio Manager for The Babson College Fund, and an Equity Analyst at FinArc Investment Management.  During his time at The Babson College Fund, Matt worked with the former Director U.S. Equity Research at Fidelity.  Matt has been around investments most of his life having learned from his Grandfather, who has worked in the industry for over 65 years, and is an esteemed disciple of Benjamin Graham.

Matt has an MBA, Summa Cum Laude (top 5% of his class), from F.W. Olin Graduate School of Business at Babson College.  Matt graduated with a concentration in Investment Management, and was the President of the Investment Management Association (BIMA).  Due to his involvement in BIMA and other student programs, Matt received The Student Leadership Award.

Matt is also a CFA Charterholder.  The CFA designation is globally recognized as the highest set of credentials in the investment management industry, and attest to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.

He lives in Sherborn, MA with his wife, Jessica, and son, Daxton.

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Matthew Sapir Ristuccia, CFA

Matthew Sapir Ristuccia, CFA

Director of Research

Lynn Waples, CFP®

Senior Financial Advisor

Lynn is a Certified Financial Planner who has served the firm since 2008. Previously, she was with State Street Bank as Director of Fund Accounting. Lynn received her Bachelor of Science degree in Business Administration from the University of Vermont and a Master of Science in Finance from Boston College.

She is a member of NAPFA and the Financial Planning Association. Lynn lives in Franklin with her husband and two daughters. She serves as the Treasurer for the Annie Sullivan Middle School Parent Communication Council.

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Lynn Waples, CFP®

Lynn Waples, CFP®

Senior Financial Advisor