David is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant who joined the firm in 2023 as a Senior Advisor. Prior to joining Argent, David worked at RSM US LLP within their private client services group before transitioning full time into their private wealth management practice. David has worked with business owners, C-suite executives, and high net worth families over his 10-year career. David attended Bryant University earning a bachelor’s degree in accounting prior to attending Bentley University’s McCallum Graduate School of Business where he earned a master’s degree in Financial Planning. David’s specialties include portfolio management, income tax, estate planning and financial planning. In his free time David enjoys golfing, cooking, and traveling.
* Licensed but not practicing.