Arvest Wealth Management announced that it's hiring tax attorney David Boekeloo to expand its advanced planning team.
Boekeloo has served as an outside consultant to the advanced planning team for three years. He'll join full-time as a wealth strategist in January 2023. Arvest Wealth said he brings expertise is in estate and income tax planning, business succession planning and executive benefit solutions to the role.
Arvest Wealth also announced that Cody Bean has been promoted to engagement coordinator on the advanced planning team after serving as a client advisor assistant. Bean has six years of experience in the financial services industry.
Additionally, Darin Drennan was promoted to wealth planner. He brings more than 20 years of wealth management experience to the role, previously working as a senior trust wealth advisor. Drennan specializes in working with affluent families and business owners to establish comprehensive financial plans.
