Arvest Wealth Management is pleased to announce the launch of its Advanced Planning Team, a group of experts and specialists focused on delivering strategies and solutions for high-net-worth individuals and households throughout Arvest’s four-state footprint.
“Arvest Wealth Management prides itself on planning and building investment and retirement strategies for clients at all levels of wealth,” Arvest Wealth Management president and CEO Asa Cottrell said. “We also recognize that high-net-worth clients often need a level of expertise and insight that is earned through 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.”
The team is led by Arvest Wealth Management director of advanced planning Robert Spears. A Certified Trust and Fiduciary Advisor, Spears has 28 years of industry experience. Other key team members include:
- Ben Ronning, director of financial planning and wealth planner – Certified Financial Planner™, Master Planner Advanced Studies™, and Certified Private Wealth Advisor® with 20 years of industry experience
- Elizabeth Rowe, wealth strategist – Certified Trust and Financial Advisor with 25 years of industry experience
- David Boekeloo, wealth strategist – Certified Financial Planner™, Chartered Life Underwriter®, Chartered Financial Consultant®, and Accredited Estate Planner® with 24 years of industry experience
- Darci Cain, wealth planner – Certified Trust and Financial Advisor with 25 years of industry experience
“The depth and variety of expertise among these individuals, along with their 120-plus years of combined experience, make them a remarkable resource for our clients,” Cottrell said. “It is impressive to see how they work in conjunction with the full Advanced Planning Team and local Arvest Wealth Management advisors to design and implement the specific advice that best serves each individual’s unique situation and circumstances.”