ARGOS FAMILY OFFICE - Key Persons
Job Titles:
- Senior Manager, Trusts & Estates
Abbi joined Argos Family Office in 2022 and is currently Senior Manager, Trusts & Estates. In her role, Abbi assists clients on a variety of matters including trusts, estate and business planning, incapacity and post-death planning, fiduciary accounting and reporting as well as probate and estate administration.
With over a decade of experience as an estate planning attorney, Abbi enjoys working with every generation of the Argos families to help plan and implement their estate planning goals while making sure each client understands the intricacies of their respective estate planning documents.
Prior to joining Argos Family Office, Abbi was an attorney in the Trust, Estates and Legacy Planning department at Lathrop GPM.
Job Titles:
- Associate, Tax Services
- in 2024 As Associate, Tax Services
Brendan joined Argos Family Office in 2024 as Associate, Tax Services. In his role, Brendan prepares and reviews tax returns for our client families.
Prior to joining Argos, Brendan worked in Global Mobility Services for KPMG, LLP where he handled income tax compliance and consulting for individuals with multinational tax liabilities.
Job Titles:
- Director, Client Services
Clare joined Argos Family Office in 2020 and has held several roles in Tax and Financial Services. She is currently Director, Client Services. In her role, Clare oversees the relationship with a select number of our client families. She facilitates their meetings, manages their liquidity, and collaborates with other team members to ensure the completion of their goals.
Clare enjoys working closely with our client families, learning their unique family histories and structure, and delivering excellent client service that aligns with their goals. She finds it fulfilling to serve as a liaison between our families, fellow team members and other professionals. Each day is a little different and there are many opportunities to learn new things and expand her professional skills.
Prior to joining Argos Family Office, Clare was a tax and senior tax associate for Wolff and Taylor, PC and Advantage Capital for over 8 years.
Job Titles:
- Senior Manager, Trusts & Estates
Liz joined Argos Family Office in 2021 and is currently Senior Manager, Trusts & Estates. In her role, Liz assists clients on a variety of matters including trusts, estate, and business planning, incapacity and post-death planning, probate and estate administration, fiduciary accounting and reporting as well as assists with the operation of private family trust companies established by Argos clients and their families.
Liz enjoys the Argos approach of working with each generation of a family to ensure that they not only understand their estate plans and the tax planning strategies employed, but also that their estate plans are achieving their overall goals for the future.
Job Titles:
- Director, Senior Tax Advisor
Jason joined Argos Family Office in 2022 as Director, Senior Tax Advisor. His main responsibilities include advising our client families on complex tax matters, providing technical expertise within the firm to optimize tax efficiency for structuring / exits of investments, and supporting the Tax Services Team as a final review on complicated returns.
Argos provides Jason with the ability to expand his expertise by exploring complex tax transactions and broadening his knowledge base by working with talented colleagues. His desire to continually learn along with his intellectual curiosity allows him to provide the type of service necessary to meet the needs of our client families at their various stages.
Prior to joining Argos, Jason spent eight years at a single-family office advising the family and its members on tax, estate, and gift planning. Prior to that, Jason worked at a Public Accounting firm, McGladrey, where he specialized in Private Equity and Hedge Funds and was a Tax Manager.
Job Titles:
- Associate, Administrative Services
- in 2022 As Associate, Administrative Services
Jess joined Argos Family Office in 2022 as Associate, Administrative Services. In her role, Jess provides the administrative foundation to deliver exceptional client service. She provides key services to Argos and our client families while organizing and tracking workflow for several teams including tax, legal, accounting, trust and estates, and client services.
Jess enjoys working closely with her colleagues in the various teams, applying her organizational and administrative skills to help serve our clients' needs. Her thirst for knowledge thrives in our environment where no day is the same and each provides a new challenge.
Prior to joining Argos Family Office, Jess worked for 10 years in the mortgage industry in several different roles. She has also worked as a classroom supervisor at the Center for Autism and in pediatric neurology at Children's Hospital for 10 years.
Job Titles:
- in 2022 As Associate, Tax Services
- Senior Associate, Tax Services
Jett joined Argos Family Office in 2022 as Associate, Tax Services. In his role, Jett prepares and reviews tax returns for our client families.
Jett enjoys seeing the financial and tax information that Argos gathers throughout the year come together into a finished tax return. In addition, Jett likes the challenge of keeping up to date with our clients' activities and the effects these activities have on their returns.
Prior to joining Argos, Jett was a tax associate for two years at Scheffel Boyle.
Job Titles:
- Director, Client Services
Jill joined Argos Family Office in 2014 and has held several roles in Tax and Financial Services. She is currently Director, Client Services. In her role, Jill oversees the relationship with a select number of our client families. She facilitates their meetings, manages their liquidity, and collaborates with other team members to ensure the completion of their goals.
Jill enjoys working alongside other talented professionals from various specialties using her tax background to take a comprehensive approach to reaching unique family goals. Seeing the full cycle of our multi-generational families' complex financial worlds makes Jill's job interesting and challenging.
Prior to joining Argos Family Office, Jill was a staff and senior tax associate for PwC for over 4 years.
Job Titles:
- Director, Information Technology
- in 2019 As Director, Information Technology
Joe joined Argos Family Office in 2019 as Director, Information Technology (IT). In his role, Joe performs a myriad of duties including management of the IT infrastructure and systems, business continuity protocols, cybersecurity, development of technology initiatives / strategies and technical support for employees.
Joe thrives on developing new ways of solving problems by researching the latest technology and helping our employees and client families solve technical issues. He especially enjoys seeing someone's face when technology solves an issue they didn't think could be solved. Every day is a welcome challenge for Joe and creates a learning opportunity for him to broaden his technical knowledge.
Prior to joining Argos Family Office, Joe spent over 20 years in various roles with Spectrum (Charter Communications) and World Wide Technology (WWT).
Job Titles:
- Senior Associate, Accounting Services
Julia joined Argos Family Office in 2022 and is currently Senior Associate, Accounting Services. In her role, Julia applies her accounting and client service skills to support the many needs of our client families. As a senior level member of the team, Julia provides an elevated level of support to our families and expertise to the accounting team.
Julia is passionate about working in a team environment to provide the best financial outcomes for our client families. She enjoys serving our families and understanding their unique needs and concerns.
Julia brings over 15 years of accounting and financial reporting experience to Argos Family Office including several senior accounting roles at Panera Bread Headquarters and TLC Vision Corporation.
Job Titles:
- in 2023 As Associate, Tax Services
- Senior Associate, Tax Services
Katherine joined Argos Family Office in 2023 as Associate, Tax Services. In her role, Katherine prepares and reviews tax returns for our client families.
Katherine enjoys the variety of projects and returns on which she works for our client families. She finds it fulfilling to continuously learn and grow in her role. Every day presents an opportunity to acquire new skills, expand her knowledge, and become better as a tax accountant.
Prior to joining Argos, Katherine was a tax associate for two years at KPMG, LLP.
Lisa joined Argos Family Office in 2022 as Manager, Office Services. In her role, Lisa manages the daily office needs of Argos employees including information flow via in person or through the company intranet. She also plans and executes employee events and the volunteer opportunities in which the Argos employees participate. In addition, Lisa collaborates with the property management company to ensure a well-maintained office building.
Lisa enjoys creating a positive work environment that builds employee engagement and collaboration. Through her efforts she seeks to motivate the Argos employees to create strong connections with one another.
Prior to joining Argos Family Office, Lisa was a Business Operations Manager for 14 years at an insurance company and before that she held several roles at Verizon Communications for 17 years.
Job Titles:
- in 2020 As Director, Talent Management
- Managing Director, Talent Management
Lori joined Argos Family Office in 2020 as Director, Talent Management. In her role, she oversees the talent needs of Argos Family Office and Argos Capital Partners. This includes managing all aspects of the employee lifecycle.
Lori enjoys the direct impact she has on Argos, its leaders, and employees. Her goal is to create a culture that is worthy of everyone's best efforts in service of our client families.
Prior to joining Argos Family Office, Lori held roles in Leadership and Organization Effectiveness in the energy and financial sectors.
Job Titles:
- Senior Associate, Financial Services
Madison joined Argos Family Office in 2018 and has held several roles in Accounting and Finance. Currently she is Senior Associate, Financial Services. In her role, Madison prepares financial statements and presentations for clients, and assists with additional reporting as needed.
Madison enjoys collaborating with the different teams as she compiles and prepares the financial reports and presentations for our client families. There are also many learning opportunities Madison encounters that she finds interesting as she performs her work.
Job Titles:
- Director, Client Services
- in 2023 As Director, Client Services
Matt joined Argos Family Office in 2023 as Director, Client Services. In his role, Matt oversees the relationship with a select number of our client families. He facilitates their meetings, manages their liquidity, and collaborates with other team members to ensure the completion of their goals.
Matt has a passion for providing exceptional client service. The greatest reward for him is helping our client families achieve their financial goals by leveraging the expertise of his colleagues to deliver a tailored, professional solution.Matt also enjoys the challenge of estate planning since no two families are alike in their size, complexity, and future aspirations.
Job Titles:
- Director, Client Services
Mike joined Argos Family Office in 2015 and has held several roles in Tax and Financial Services. He is currently Director, Client Services. In his role, Mike oversees the relationship with a select number of our client families. He facilitates their meetings, manages their liquidity, and collaborates with other team members to ensure the completion of their goals.
For Mike, each day at Argos brings the promise of a novel problem that needs to be solved. He enjoys the challenge of searching for creative solutions for our client families. By delivering on these solutions, Mike hopes to earn and keep the trust of our families.
Prior to joining Argos Family Office, Mike worked for a Wisconsin based public accounting firm until 2015, when he and his family relocated to the St. Louis area.
Mindi joined Argos Family Office in 2021 and has held several roles in accounting and finance. Currently she is Associate, Finance. In her role, Mindi assists in the general accounting functions of Argos Family Office and Argos Capital Partners including full cycles of accounts payable and accounts receivable.
Mindi enjoys the different aspects of accounting she encounters at Argos with exposure to investments, trusts, auditing, and the day-to-day business. The variety provides valuable experiences for her to continue to grow her accounting and financial knowledge.
Prior to joining Argos Family Office, Mindi spent 16 years in public accounting.
Job Titles:
- Director, Family Learning
Patty joined Argos Family Office in 2008 and is currently Director, Family Services. In her role, Patty curates materials to assist in building family financial literacy for all ages and stages. In addition, Patty focuses on family health and well-being and home and family logistics.
Patty finds joy in working on diverse projects tailored to the unique needs of our clients. She thrives on the challenge of developing solutions for our client families with the goal of alleviating stress during pivotal moments in their lives.
Prior to joining Argos Family Office, Patty was a business analyst at Nestle Purina and has 20 years of experience as an educator.
Job Titles:
- General Counsel & Director, Legal Services
- in 2019 As General Counsel & Director, Legal Services
Reno joined Argos Family Office in 2019 as General Counsel & Director, Legal Services. In his role, Reno is responsible for providing legal advice and counsel to Argos, including risk mitigation, employment and labor matters, compliance, and litigation. In addition, Reno is responsible for providing legal advice and counsel to our client families regarding contracts, asset protection, dispute resolution, litigation, and general advice.
Reno enjoys being able to use his skills and experience to help make potentially stressful situations as stress-free as possible for our client families. When needed, Reno serves as a liaison between our families and outside counsel to ensure matters are handled appropriately. This provides them with peace of mind and streamlines even the most complex of situations.
Prior to joining Argos Family Office, Reno had fifteen years of experience as a litigator, advising clients and trying cases in State and Federal matters across the country.
Rich is co-founder and Managing Partner of Argos Family Office. In his role, he leads a team of over thirty to service the needs of our client families including liquidity management, tax planning & mitigation, accounting & financial reporting, and trust & estate planning and administration among other things.
Serving our client families is something Rich finds challenging and rewarding. He believes that each family is unique and the partnership we form with them is key to planning their future endeavors or solving their current issues. Establishing trust and demonstrating integrity with each generation and decision guides the work that Rich and his teams do for our families.
Job Titles:
- Associate, Administrative Services
Savanna joined Argos Family Office in 2023 as Associate, Administrative Services. In her role, Savanna provides the administrative foundation to deliver exceptional client service. She provides key services to Argos and our client families while organizing and tracking workflow for several teams including tax, legal, accounting, trust and estates, and client services.
Savanna enjoys collaborating with others to keep workflow on track, as well as working on projects that will improve processes for each team. Savanna finds the most fulfilling part of her job is helping our families with their daily needs, as well as assisting other team members with their daily tasks and goals.
Prior to joining Argos Family office, Savanna worked in the criminal justice field before transitioning to the financial sector.
Job Titles:
- Associate, Accounting Services
Savannah joined Argos Family Office in 2023 as Associate, Accounting Services. In her role, Savannah applies her accounting and client service skills to support the many needs of our client families. This role often puts her first in line when clients reach out for the excellence in client service Argos provides.
Savannah enjoys the ever-changing nature of her role. There is always something new to learn, and no two days are the same. This is both fulfilling and challenging for Savannah.
Prior to joining Argos Family Office, Savannah was with Lion's Choice as an Accounting Specialist and has also worked in accounts receivables at a manufacturing company.
Job Titles:
- Manager, Accounting Services
Stacie joined Argos Family Office in 2020 and currently serves as Manager, Accounting Services. In her role, Stacie applies her accounting and client service skills to support the needs of our client families. Her role provides clients with an extra level of support when unique or particularly challenging issues arise, while also providing experience, knowledge, and leadership to the accounting team.
Stacie enjoys the dynamic challenges which are an integral part of accounting for our client families. The coordination of tasks and communication within a family are what she finds as the most fulfilling aspects of her role.
Prior to joining Argos Family Office, Stacie worked in multiple roles, managing different responsibilities including dispatch, scheduling and accounting.
Job Titles:
- Associate, Accounting Services
Stephy joined Argos Family Office in 2022 and is Associate, Accounting Services. In her role, Stephy applies her accounting and client service skills to support the many needs of our client families. This role often puts her first in line when clients reach out for the excellence in client service Argos provides.
Stephy enjoys the alignment between her personal and company values, working in tandem with her team and our client families, and the reward that comes from personal growth and development. She finds it interesting and challenging that each family is different, with varying needs and goals, but is amazed and inspired by the team's ability to adapt and deliver.
Prior to joining Argos Family Office, Stephy was a bookkeeper for a contracting company, overseeing the company's financial data.
Job Titles:
- Senior Associate, Accounting Services
Stephanie joined Argos Family Office in 2021 and is currently Senior Associate, Accounting Services. In her role, Stephanie applies her accounting and client service skills to support the many needs of our client families. As a senior level member of the team, Stephanie provides an elevated level of support to our families and expertise to the accounting team.
Stephanie enjoys the family atmosphere at Argos and how well everyone works together to accomplish tasks. Being provided with the opportunity to gain experience and advance skills in areas that interest her is a bonus. She is enthusiastic about helping our client families find solutions to problems and training new team members.
Prior to joining Argos Family Office, Stephanie spent more than 15 years as an accountant for an event and incentive firm, developing and testing a process to reconcile large billings more quickly and efficiently.
Job Titles:
- Coordinator, Office Services
- in 2022 As Coordinator
Tricia joined Argos Family Office in 2022 as Coordinator, Office Services. In her role, Tricia facilitates the flow of information and supports the administrative needs of Argos Family Office and Argos Capital Partners. This includes managing the client meeting schedule and the internal Argos calendar. In addition, Tricia plans and executes employee events that focus on building engagement.
Tricia enjoys interacting with our client families as she coordinates with them on their meetings. While challenging at times, she finds it satisfying when she's able to accommodate their busy schedules. Tricia also loves the process of creating unique and memorable events for the employees.
Prior to joining Argos Family Office, Tricia was the Financial Aid Secretary at a large high school for 6 years. Previous to that, she was the Marketing Coordinator for the Historic Daniel Boone Home & Heritage Center and also spent time in the travel industry working for AAA Group Travel, Intrav, and Clipper Cruise Line.
Job Titles:
- Senior Manager, Accounting and Administrative Services
Vicki joined Argos Family Office in 2018 and has held several roles in accounting and client service. She is currently Senior Manager, Accounting and Administrative Services. As the leader of these two teams, Vicki works to guarantee smooth and always-improving internal operations while managing and maintaining excellence in client service.
Vicki enjoys working with her colleagues to better understand the challenges of each day. While searching to find solutions that would improve not only one team, but Argos as a whole, she hopes to deepen the level of client service and the spirit of collegiality.
Prior to joining Argos Family Office, Vicki spent more than 12 years in accounting and management for a small CPA firm and not-for-profit. Her career in accounting followed a long stint in journalism where she wrote about local, national, and international stories of significance on politics, culture, education, and human interest.