You Belong At The Center of Your Portfolio

We believe in creating sound financial strategies that help you successfully reach your goals.

Our Strategy

Welcome to goal-driven strategies that put you in the driver's seat.

Our History

Our decades of experience may help direct your financial future. We pride ourselves on being an integral part of our clients' lives.

Our Values

Honor. Integrity. Commitment. Our values are at the forefront of our practice and guide every decision we make.

Work Smart

Work Smart

We take pride in using data-driven strategies to help you take control of your financial life.

Your Future is Our Future

Your Future is Our Future

A sound financial strategy is essential to one's financial future. We'll work with you to build a road map centered on your goals.

Our Team

Richard Fennema

Richard Fennema

CERTIFIED FINANCIAL PLANNER™, President, ARK Financial Management, LLC

Melanie Smith

Melanie Smith

Director of Client Services

817-488-1128

Hilary Pluemer, CFP®

Hilary Pluemer, CFP®

Director of Practice Management

Nicole Marsh, CFP®

Nicole Marsh, CFP®

Account Manager - Marketing and Communications

Caryn Borden

Caryn Borden

Operations and Service Manager

Paul Keeton

Paul Keeton

Vice President of Advisory Services

Wes Shindler

Wes Shindler

Compliance Officer

Austen  Lindsey

Austen Lindsey

Products and Services Specialist

Download The SECURE Act: What Does it Mean for You? Ebook!

The SECURE Act changed how investment vehicles are handled. We’re here to help with our latest ebook. Learn the ins and outs of the SECURE Act so you can explore what this means for your estate strategy.

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