Jeffrey is a CERTIFIED FINANCIAL PLANNER® professional 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 specialties include tax and estate planning.