Deering Wealth Team

Pursuing Freedom.

We believe that freedom is more than the number on the bottom of a statement. We believe that freedom is found in serving joyfully, giving generously, and in the journey of a well-planned life. It’s our desire to partner with our clients in pursing that freedom.

We utilize a team approach to provide ongoing guidance primarily for families preparing for retirement, transitioning into retirement, and maintaining retirement. We also focus on planning with our clients in achieving their charitable and legacy goals.

For over a decade, our clients have referred their friends and family to us for consultations. Our clients value the objective and impartial advice they receive as a result of our independence from any particular investment or insurance product line. We have been providing sound, conservative planning since 2002. Since we are not planning to retire in the near future, we will be there to walk our clients and their families through life’s transitions.

For more information, please go directly to our team website at www.deeringwealthteam.com.

Learn more about Southwestern’s Process

Raymond James Financial Services does not endorse and is not associated with the Dave Ramsey Endorsed Local Provider Program.
Deering Wealth Team is independent of Raymond James.

Deering Wealth Team - Freedom

About Us

Team Members

  • Mark G. Deering, CFP®


    Executive Vice President, Southwestern Investment Group | Financial Advisor, RJFS

       615-861-6101
      Email me


    Mark’s career began in the ’90s as a college student paying for school by running a small business selling educational books during the summers through Southwestern Advantage. During this experience, Mark developed the skills and character needed to build and lead a successful team, and became a sales manager for Southwestern for several years. After earning a degree in Business & Economics, as well as Biblical Studies, from Wheaton College, Mark was invited to join Southwestern Investment Group. He now uses those same attributes that he developed selling books—determination, exceptional customer service, problem solving, to name a few—at Deering Wealth Team to partner with his clients in reaching their financial goals and experiencing freedom.

    Mark has worked to further develop his services and team to continually improve client experience. In 2011, Mark was promoted to Vice President of Southwestern Investment Group, again promoted in 2013 to Senior Vice President, and in 2014 named Executive Vice President. Within this role, Mark trains and mentors the advisors of Southwestern Investment Group.

    Mark also serves on the boards of the following organizations: TN Voices for Victims, Southwestern Retirement Plan Committee, and Southwestern Investment Group Leadership Board. He also volunteers as a youth coach for the YMCA and Williamson County Parks and Recreation.

    On days off when there are no Carolina basketball games on, Mark can be found at home with his wife of 13+ years and their three children.

     

  • Katie Argotsinger, CFP®


    Financial Advisor, RJFS

       615-861-6121
      Email me


    Katie Argotsinger is a CERTIFIED FINANCIAL PLANNER™ practitioner and works with clients alongside Mark in their team approach to providing sound, comprehensive planning to clients. Her financial planning expertise allows her to plan and prepare a financial plan tailored to each client’s personal financial objectives and goals.

    Katie grew up in a small town in Vermont but moved to Tampa, FL after graduating high school to obtain degrees in Marketing and Management from the University of South Florida. She then went on to earn her MBA from the University of Florida. Prior to joining Southwestern Investment Group, Katie worked in various roles for seven years within the RJFS Compliance Department at the Raymond James home office located in St. Petersburg, FL. Katie moved to Nashville in 2013 to fill the Director of Business Development role at Southwestern Investment Group and joined Deering Wealth Group in the Spring of 2015 as a financial planner.

    Outside of work, Katie enjoys running, hiking, volunteering, attending concerts and exploring Nashville.

  • James Ridley


    Financial Advisor, RJFS

       615-861-6121
      Email me


    James is originally from Henderson, KY.  He attended Belmont University where he graduated with a Bachelor’s degree of Business Administration in Entrepreneurship.

    He works alongside Mark Deering and Katie Argotsinger as a junior advisor supporting their clients with all aspects of their financial plans.  James has a desire to serve others and is excited for the opportunity to learn more about clients’ lives and goals while helping them achieve their objectives.  He currently holds the Series 7 and 66 Licenses.

    Outside of work, James enjoys playing soccer, rock climbing, and volunteering with Young Life.

  • Janice Williams


    Client Services | Branch Associate, RJFS

       615-861-6105
      Email me


    If you’ve called our office, chances are you have spoken to Janice. Janice is your first point of contact. She knows our schedules backwards and forwards, and if she can’t answer your questions, she will make sure a team member who can, will call you back in a timely manner.

    Janice joined Southwestern Investment Group in 2003, bringing more than 15 years of insurance and human resources experience. Janice is originally from Sacramento, California, but now lives in Nashville with her husband, Ron.