Arvest Wealth Management announced late Thursday the launch of its Advanced Planning Team, a group of experts and specialists focused on delivering strategies, products and services for high-net-worth individuals and households throughout the firm’s four-state footprint.
President and CEO Asa Cottrell said in a news release that the firm is responding to these clients’ need for a level of expertise and insight earned from additional training and certifications.
“The education, extensive additional training and experience of our Advanced Planning Team make it ideally suited for managing, protecting and transitioning the wealth of high-net-worth individuals and families in the most tax-efficient way,” he said.
The team is led by Director of Advanced Planning Robert Spears, who is a certified trust and fiduciary advisor and brings 28 years of experience to the role.
Other key team members include:
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Ben Ronning, director of financial planning and wealth planner, who is a certified financial planner, master planner - advanced studies and certified private wealth advisor with 20 years of experience.
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Elizabeth Rowe, wealth strategist, a certified trust and financial advisor with 25 years of experience.
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David Boekeloo, wealth strategist, a certified financial planner, chartered life underwriter, chartered financial consultant and accredited estate planner with 24 years of experience.
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Darci Cain, wealth planner, a certified trust and financial advisor with 25 years of experience.
