Certified Financial Planner

Birth, school, work, death is more than the title of a 1988 album by English alt-rock band, The Godfathers. The last two components to what has become a cynical way to describe modern life — work and death — represent …

Rena Williams, from left, Charley Gardner, Diana Hinojosa, Crystal Swearingen, Pat Moon, Jennifer Greer, Marshall Moon, Jeff McCoy and Sarah King What kind of competition do you face in this field, and how does your company distinguish itself? Competition in …

Principal Wealth Advisor RetirePath Dale E. Colclasure Jr., a Certified Financial Planner and Accredited Investment Fiduciary, is the chief information officer, chief compliance officer and principal wealth advisor at RetirePath, an Arkansas-registered investment advisory firm. He has spent the last …

Founder Ipsen Advisor Group Loren Marshall Ipsen is a Certified Financial Planner and founder of Ipsen Advisor Group. With more than 20 years of experience in investment planning, wealth management, retirement strategies and risk management, he helps individuals, families and …

Principal Meridian Investment Advisors Since joining the firm in 2015, Marshall Moon has served as senior investment advisor and chief equity strategist. Marshall earned his finance degree from the University of Central Arkansas and became a Certified Financial Planner in …

There is more to life than building wealth — and indeed, building it is only half the battle. Whether running a business, working towards a dream retirement or contemplating the legacy one will leave behind, long-term financial success requires a …

Pictured above: Sarah Catherine Gutierrez, Lester Matlock, Nick Merriweather and Beckie Comstock The world has changed significantly since the financial planning industry gained prevalence in the wake of World War II and, indeed, since the Certified Financial Planner designation came …

Arvest Wealth Management has named Donny Rogers as president of investment services, effective Jan. 1. Rogers will replace Calvin Jarrett, who is retiring in early 2023. Rogers, who currently serves as president and CEO of Arvest Trust and executive director …

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 …

Fayetteville investment company, Greenwood Gearhart, has named Lisa A. Brown as President and Partner of the firm. In her new role, Brown will oversee the firm’s operations, service offerings and client experience initiatives. In addition to this expanded role, she …