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Suzanne D

Series 66

Bartlesville, OK

Arvest Wealth management

Suzanne Duhon is a financial advisor with Arvest Wealth Management in Bartlesville, OK, holding a Series 66 designation and 17 years of industry experience. She has been with Arvest Wealth Management since 2008. Outside of her advisory role, she works as a makeup presenter for Younique, a non-investment-related activity. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Terri T

Series 66

Bartlesville, OK

Arvest Wealth management

Terri Taylor is a Series 66 licensed financial advisor with Arvest Wealth Management in Bartlesville, Oklahoma, where she has worked since 2007. She has 16 years of industry experience. Outside of her advisory role, she is involved as an initial investor and advisor for Sessions, LLC Photography. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Hannah B

Series 66

Bartlesville, OK

Arvest Wealth management

Hannah Bode is a financial advisor at Arvest Wealth Management with 12 years of industry experience. She holds the Series 66 designation and has worked at Arvest Wealth Management since 2017, following four years at Edward Jones. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Aaron T

CFP®, Series 63

Bartlesville, OK

Arvest Wealth management

Aaron Tesavis is a CFP® with three years of industry experience, currently serving at Arvest Wealth Management in Bartlesville, OK. He has worked previously at JP Morgan and has held roles within Arvest Bank and The Huntington Investment Company. In addition to his advisory work, he serves as Treasurer and Board Member of the Lighthouse Outreach Center, a nonprofit supporting homeless individuals. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and qualitative analysis tailored to client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Randall H

Series 66

Bartlesville, OK

Arvest Wealth management

Randall Hopson is a financial advisor at Arvest Wealth Management with 11 years of industry experience. He holds the Series 66 designation and has worked across various divisions of Arvest since 2014, currently splitting his time equally between Arvest Wealth Management and Arvest Bank’s Trust Department in Bartlesville, OK. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Samantha D

CFP®, Series 66

Bartlesville, OK

Arvest Wealth management

Samantha Dodson is a CFP® and Series 66 licensed advisor with Arvest Wealth Management, bringing two years of industry experience. Prior to joining Arvest, she worked at Ameriprise and Sabatka & Co. Outside of her financial advisory role, she works part-time in concessions at Caney Golf Course. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, tailoring recommendations based on client objectives and Investment Policy Statements.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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