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Copyright Deering Wealth Team
 

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®—provide comprehensive retirement planning services for individuals and families who are nearing retirement, transitioning into retirement, and currently retired.

Mark and Katie are supported by Financial Advisor, James Ridley, Registered Planning Professional, Jackson Wilcox, Client Experience Specialist, Janice Williams, and Client Service Associate, Hannah Patterson.

Through a collaborative team approach, Mark, Katie, James, Jackson, Janice, and Hannah 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

Jackson Wilcox

Registered Planning Professional, RJFS

Janice Williams

Janice Williams

Client Experience Specialist

Hannah Patterson

Client Service Associate

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