Inez has been with the firm since 2001 and 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.
Rita has worked in finance and client service since 2001. She spent 11 years with Pillar Financial Advisors. She also worked at CPA firms Litman Gerson Associates and Edelstein & Company. Rita earned an Associate Degree in Accounting, and thoroughly enjoys working with clients. She has expertise with portfolio management systems (AXYS and Portfolio Center) and is QuickBooks online certified.
Rita was raised in Medford, MA and now resides in Winchester. She enjoys cooking, baking, traveling and spending time with her family.
Prior to joining Argent Wealth Management in 2015, Peggy worked for 25 years as an administrator at a law firm, 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.
Experienced in trust and investment operations, relationship management, accounting and bookkeeping, Lisa has been with the firm since 2012. She is responsible for our portfolio management software, Orion Advisor, and administers all aspects of portfolio management accounting. In addition, Lisa is responsible for accounts payable and receivable and the preparation of the firm’s financial reporting.
Previously, Lisa served as a Vice President 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.
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 parents, 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.