Sierra Argyle joined Lido in 2019, acting as a liaison between clients and Lido’s vast array of innovative services, providing investment guidance, and offering recommendations on personal financial planning. Sierra cherishes the relationships that she has built with her clients and helping to simplify their lives through proactive financial planning and support. She started her career in the multi-family office space at Bessemer Trust in San Francisco, working with high-net-worth families and trusts. Sierra had also worked for SignatureFD, a financial planning firm based in Atlanta. Originally from Santa Cruz, CA, Sierra graduated with a Bachelor of Arts from the University of Oregon. Sierra holds her Series 65 and is an Investment Advisor Representative. When Sierra isn’t focusing on her clients and their portfolios, she likes traveling to places like San Francisco, the Amalfi coast, and Chamonix, and enjoys yoga, tacos, donuts, and the Chicago Blackhawks.