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Meet the Team

Deering Wealth Team is a division of Southwestern Investment Group, an independent Registered Investment Advisory practice. Mark Deering, CFP®—together with his partner, Katie Argotsinger, CFP®—provides comprehensive retirement planning services for individuals and families who are nearing retirement, transitioning into retirement, and currently retired.

Mark and Katie are supported by Client Experience Specialist Janice Williams and Communications Coordinator Brayton Aubin.

Janice was the first support employee hired by Southwestern Investment Group, and she’s even worked here longer than Mark has! Janice provides operational account support for clients and can handle most client requests.

Emily assists Janice with client accounts, but her primary responsibilities include managing communications, from email to social media and our website. She also plans and manages event details.

Through a collaborative team approach, Mark, Katie, Janice, and Emily work hard to deliver exceptional service. Click on the pictures below to learn more about Deering Wealth Team!

Deering Wealth Team

Mark Deering, CFP®

Mark G. Deering, CFP®

Executive Vice President, SWIG

Katie Argotsinger, CFP®

Katie Argotsinger, CFP®

Financial Advisor, RJFS

James Ridley

Financial Advisor, RJFS

Cash Tunstall, CFP®

Cash Tunstall, CFP®

Financial Advisor, RJFS

Janice Williams

Janice Williams

Client Experience Specialist

Brayton Aubin

Communications Coordinator

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