At our firm, we have the client—and only the client—in mind.

Richard Fennema

Richard Fennema

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

Melanie Smith

Melanie Smith

Senior Registered Account Administrator

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

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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