Arrowroot family office, LLC

Rory Henry is a financial advisor at Arrowroot Family Office, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as President of Tax Upstart Corp and Managing Member of Tax Tech Portal LLC, both consulting businesses focused on tax and accounting services, separate from his work at Arrowroot. Arrowroot Family Office provides wealth management and multi-family office services to a diverse client base including individuals, families, pension plans, trusts, and charitable organizations. The firm emphasizes customized asset allocation using analytics and actively managed portfolios primarily composed of ETFs and mutual funds, while also managing private funds and offering educational programs.

Mark Mccarron is a CFP® with eight years of industry experience, currently serving as a financial advisor at Arrowroot Family Office, LLC since 2020. He previously worked at Bond Wealth Management, LLC from 2017 to 2021 and holds a Certificate in Financial Planning from the University of Richmond. Arrowroot Family Office provides wealth-management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm emphasizes customized asset-allocation decisions supported by quantitative analytics and manages private funds and pooled vehicles alongside educational programs and a veteran fee-waiver initiative.

Michael Knittel is a financial advisor at Arrowroot Family Office, LLC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fortune Financial Services, Inc. and Lagunitas Asset Management, LLC. He is also a minority partner in Winning Streak Ventures, GP, holding a 21% non-controlling stake. Arrowroot Family Office provides comprehensive wealth management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm emphasizes customized asset allocation using quantitative analytics and manages both discretionary portfolios and private funds.

Matthew Marshall is a financial advisor with Arrowroot Family Office, LLC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His prior roles include positions at Kestra Advisory Services, Kestra Investment Services, Osaic Wealth, and SAGEPOINT FINANCIAL. Outside of advisory work, he is an accountant preparing tax returns through his other business, Medical Accounting Service, Inc. Arrowroot Family Office provides wealth management and multi-family office services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm focuses on customized asset allocation using advanced analytics and offers a broad range of services from portfolio management to family governance and philanthropic planning.

Roberto Santos is a financial advisor at Arrowroot Family Office, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Arrowroot Partners, LLC since 2014. Santos is also the managing partner of Vitreous Partners Holdings, LLC, where he provides business consulting on non–broker-dealer related M&A activities, and serves as CEO of Vitreous Partners, LLC. He is a board member of GL Concepts, a non-investment related role. Arrowroot Family Office provides wealth-management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm focuses on customized asset-allocation decisions supported by quantitative analytics and manages portfolios primarily using ETFs and mutual funds.

Susan Bryant is a Series 65-licensed financial advisor at Arrowroot Family Office, LLC with one year of industry experience. She previously worked at The MB Group, LLC for 17 years and currently serves as CEO of Unboxed Advisors, LLC, a firm providing accounting, tax, and business advisory services. Arrowroot Family Office offers wealth management and multi-family office services to a diverse client base, including individuals, families, pension plans, and charitable organizations. The firm emphasizes customized asset-allocation strategies supported by advanced analytics and manages both discretionary portfolios and private funds.

Diane Young is a financial advisor at Arrowroot Family Office, LLC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Financial Gravity Wealth, Inc., Athena Advisory Services Inc., and Royal Alliance Associates, Inc. Outside of her advisory role, Diane serves as a board member for the Girl Scouts of Southeast Michigan and is president of the Women's Democratic Club of Greater Rochester. She is also the author of the book "Owning Your Financial Success" and occasionally speaks publicly about it. Arrowroot Family Office provides wealth-management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm emphasizes customized asset-allocation strategies primarily using ETFs and mutual funds, and offers comprehensive support including portfolio management, financial planning, tax and administrative services, and family-office advisory.

David Noble is a financial advisor with Arrowroot Family Office, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Great Life Investing LLC, Securities America, Inc., and KMS Financial Services, Inc. In addition to his advisory work, he is CEO of David Noble Insurance LLC, where he is involved in fixed insurance sales including life, long-term care, and annuities. Arrowroot Family Office provides wealth management and multi-family office services to a diverse client base, including individuals, families, pension plans, trusts, and charitable organizations. The firm emphasizes customized asset allocation using advanced analytics and offers a range of services from portfolio management to tax and administrative support.

James Capparelli is a financial advisor at Arrowroot Family Office, LLC, holding a Series 65 designation. He has experience working at JCJ Advisory, LLC, Hiline Services, LLC, and Fust Charles Chambers LLP, with a total of 15 years in related roles. Outside of his advisory work, he owns JCJ Wealth and Tax Advisory, LLC, where he provides tax preparation and financial coaching. Arrowroot Family Office offers wealth-management and multi-family office services to a diverse client base, including individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm focuses on customized asset-allocation strategies supported by quantitative analytics and manages both discretionary and non-discretionary portfolios primarily using ETFs and mutual funds.

Matthew Mc Ewen is a financial advisor at Arrowroot Family Office, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, he was employed at ADP from 2005 to 2017. Arrowroot Family Office provides wealth-management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm focuses on customized asset-allocation strategies using analytical tools and offers discretionary portfolio management, financial planning, tax and administrative support, ERISA retirement-plan advisory, and family-office services.

Irene Apergis is a financial advisor at Arrowroot Family Office, LLC with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Arrowroot Family Office since 2017, with prior experience at Arrowroot Partners and KLS Professional Advisors Group, LLC. Arrowroot Family Office provides wealth management and multi-family office services to a diverse client base including individuals, families, pension plans, trusts, charitable organizations, and corporations. The firm focuses on customized asset allocation using quantitative analytics and offers a broad range of services including portfolio management, financial planning, tax and administrative support, and family-office services such as philanthropic planning and M&A advisory.

Michael Villarica is a Series 65-licensed advisor at Arrowroot Family Office, LLC in Los Angeles, CA. He has been with Arrowroot since 2021 and has prior experience with Arrowroot Tax & Business Management and Three18, Inc. He has no industry experience before 2020. Arrowroot Family Office provides wealth management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm focuses on customized asset allocation using advanced analytics and offers a range of services including portfolio management, financial planning, tax and administrative support, and family-office services.

Crystal McMahon is a CFP® with nine years of experience in the financial services industry. She is currently an advisor at Arrowroot Family Office, LLC and has held roles at Great Life Investing LLC, Great Life Realty LLC, David Noble Insurance, and City Closers / Coldwell Banker Commercial. In addition to her advisory work, she provides tax preparation services as an enrolled agent through Great Life Investing LLC. Arrowroot Family Office offers wealth management and multi-family office services to a range of clients, including individuals, families, trusts, and charitable organizations. The firm emphasizes customized asset allocation using quantitative analytics and manages discretionary portfolios primarily invested in ETFs and mutual funds, alongside private fund management and educational programs.

Ignatius Jackson is a financial advisor at Arrowroot Family Office, LLC with one year of industry experience. He holds the PFS™ designation and has prior experience in consulting, wealth management, construction, and accounting through various roles since 2014. Arrowroot Family Office provides wealth management and multi-family office services to individuals, families, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and pooled private funds. The firm focuses on customized asset-allocation strategies supported by advanced analytics and offers a range of services including portfolio management, financial planning, tax support, ERISA advisory, and family-office solutions.