Carter Baumert

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".

François-Xavier Chenhalls-Walker is a Financial Consultant currently working at Fidelity Investments since 2023. He previously served as a Financial Advisor at Merrill Lynch from 2018 to 2023. In his role, he focuses on developing personalized financial plans tailored to the unique goals and needs of each client. François-Xavier emphasizes understanding clients' financial situations, goals, and risk tolerance to provide appropriate guidance. His professional experience spans several years in financial advisory roles where he has supported clients in managing their financial journeys. Outside of his professional work, François-Xavier engages in hiking, photography, and skiing.

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.