6280 Delaware, Suite B, Beaumont, TX 77706
(409) 866-6280Originally founded in 1997 as Genesis Wealth Management, the Beaumont office merged with Argent Trust in 2013.
Led by Richard Funchess, the Beaumont team provides high net worth clients with investment management, trust services and wealth transfer and estate planning advice.
With over 30 years of skilled trust administration experience, Clay has effectively worked with clients at many major financial institutions in the region. Clay has a broad array of experience, having worked in numerous areas of trust including employee benefits,...
Joe has worked for Argent and its predecessor, Genesis Wealth Management for 20 years. As Senior Vice President, Joes serves high net worth clients in the Beaumont area focusing on wealth management and trust services. Joe is one of the most experienced financial...
Lisa joined Argent in 2013 after working for its predecessor, Genesis Wealth Management. As Senior Vice President, Lisa focuses on trust administration. She has expertise in court-ordered trusts as well as preneed and perpetual care trusts. Lisa has almost 30 years of...
Richard has served Argent's Beaumont office and its predecessor for 13 years. In his role with Argent, he focuses on portfolio management for high-net-worth clients in the Beaumont area. Richard started his career as a municipal bond analyst at the Municipal Advisory...
Shaheen brings 40 years of invaluable experience in the financial industry. He joined Argent in 2023 as a Senior Vice President in our Beaumont market, bringing a wealth of expertise and strategic insights to the team. Before joining Argent, Shaheen held key...
With over 30 years of skilled trust administration experience, Clay has effectively worked with clients at many major financial institutions in the region. Clay has a broad array of experience, having worked in numerous areas of trust including employee benefits,...
Joe has worked for Argent and its predecessor, Genesis Wealth Management for 20 years. As Senior Vice President, Joes serves high net worth clients in the Beaumont area focusing on wealth management and trust services. Joe is one of the most experienced financial...
Lisa joined Argent in 2013 after working for its predecessor, Genesis Wealth Management. As Senior Vice President, Lisa focuses on trust administration. She has expertise in court-ordered trusts as well as preneed and perpetual care trusts. Lisa has almost 30 years of...
Richard has served Argent's Beaumont office and its predecessor for 13 years. In his role with Argent, he focuses on portfolio management for high-net-worth clients in the Beaumont area. Richard started his career as a municipal bond analyst at the Municipal Advisory...
Shaheen brings 40 years of invaluable experience in the financial industry. He joined Argent in 2023 as a Senior Vice President in our Beaumont market, bringing a wealth of expertise and strategic insights to the team. Before joining Argent, Shaheen held key...