Codie Tiffin

Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom. Prior to starting Arrow Investment Management, he spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He develops and helps implement customized investment, estate, and financial solutions for all the families he works with. As a fiduciary, he takes his ethical obligations to work in the best interest of his clients very seriously. The Arrow process: 1.) Initial consultation 2.) Gather data 3.) Analyze and recommend 4.) Implement the plan 5.) Monitor and update the plan Jesse lives in Oklahoma City with his wife, where they enjoy hiking the national parks, golf, and spending time outdoors. Jesse received his Ph.D from the University of Oklahoma in 2012, his M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. He is a CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program. Jesse is the author of Money Milestones: A twelve-month personal finance journey, and over ten professional technical papers. He writes monthly personal finance articles at "Arrow Investment Education".

Stephen Taylor Grimes serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning his financial services career in 2005, he has focused on delivering comprehensive wealth management strategies tailored to meet his clients’ individual goals. His approach emphasizes listening carefully to clients in order to provide personalized financial advice and solutions aligned with their long-term objectives. Stephen’s expertise encompasses portfolio management services, corporate and employee benefits planning, family wealth management strategies, tax minimization, retirement income planning, and strategies for endowments, foundations, and non-profits. He also assists clients in managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or business sales. Stephen works collaboratively with clients’ attorneys, accountants, and other advisors, and provides access to Bank of America Private Bank and commercial banking services to support comprehensive financial and legacy planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Stephen earned his High School Diploma from Edmond North. Beyond his professional responsibilities, he participates in community organizations such as the Edmond Fine Arts Institute, Caviit Kids Foundation, Oak Tree Mens Golf Association, and Oklahoma Children’s Hospital, reflecting a commitment to service in the communities he serves.

Carter Baumert is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in February 2004. Over his career, Carter has focused on serving Ultra High Net Worth families, business owners, and institutional clients, particularly in qualified plan spaces. His expertise encompasses divorce transition planning, family wealth management strategies, philanthropic planning, legacy planning, investment consulting, portfolio management, and services for endowments, foundations, non-profits, defined benefit, and defined contribution plans. Carter's approach to wealth management emphasizes understanding clients' financial situations and goals to provide tailored, efficient, and effective solutions. He addresses all aspects of client financial needs, including lending, qualified retirement plans, portfolio guidance, and advising on private business sales or capital raising. He holds several professional designations including Chartered Advisor in Philanthropy (CAP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Carter earned a Bachelor's Degree in Economics from Oklahoma City University, where he also played collegiate golf. In addition to his professional responsibilities, Carter serves on the boards of the Latino Community Development Agency and the Meinders School of Business Advisory Board at Oklahoma City University. He is also involved with the Oklahoma Make-A-Wish Foundation finance committee and participates in philanthropic activities such as Walk for Alzheimer's and Habitat for Humanity. Carter resides in Edmond, Oklahoma with his wife Cara and their three children, Garrett, Mackenzie, and Lauren. His personal interests include golfing, music, running, family time, and traveling.

Scott Mullins is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients navigate complex financial landscapes. With over 20 years of experience, Scott focuses on serving healthcare professionals nationwide, assisting with business, family, and personal financial investment and protection. He also has expertise in managing rollovers from employer-sponsored retirement plans and offers comprehensive wealth management strategies tailored to individual client goals. Scott holds a Bachelor's Degree from Cameron University and a Master's Degree from The University of Oklahoma. He is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. His client focus areas include college education planning, family wealth management, legacy planning, portfolio management, and tax minimization, among others. Scott utilizes the resources of Merrill Lynch and Bank of America to provide integrated financial services and investment insights. In addition to his professional work, Scott is involved in various community organizations such as the Epilepsy Foundation of Oklahoma, AMBUCS, Junior Achievement, the Oklahoma Rehabilitation Council, and Rotary International. He serves on multiple advisory boards and volunteers to teach financial literacy to children. Outside of work, Scott enjoys football, traveling, and spending time with his family.