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Cale C

Series 66

Broken Arrow, OK

Arvest Wealth management

Cale Cabbiness is a financial advisor with Arvest Wealth Management in Broken Arrow, OK. He holds the Series 66 designation and has been with Arvest Wealth Management and Arvest Bank since 2025. Prior to his advisory role, Cale’s background includes education at Oklahoma State University and employment outside the financial industry. He splits his time between Arvest Bank and Arvest Wealth Management. 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 client strategies 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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Toy H

Series 66, Series 63

Broken Arrow, OK

Arvest Wealth management

Toy Hudson is a financial advisor at Arvest Wealth Management with three years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Arvest Wealth Management and Arvest Bank since 2025, splitting his time between the two entities. His prior experience includes roles at Simmons Bank, J.P. Morgan Securities, JPMorgan Chase Bank, Bank of Oklahoma, Woodforest National Bank, and positions outside of finance at Home Depot and Lowe's. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and firm-sponsored wrap fee programs to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm’s investment approach incorporates fundamental, technical, quantitative, and qualitative analysis with an emphasis on asset allocation and tailored strategies aligning with 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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Marcus C

Series 66

Broken Arrow, OK

Arvest Wealth management

Marcus Carr is a financial advisor with Arvest Wealth Management in Broken Arrow, Oklahoma. He holds the Series 66 designation and has four years of industry experience. Marcus is dually employed by Arvest Bank and Arvest Wealth Management, splitting his time between the two roles. Prior to joining Arvest, he held various positions including a role at Bass Pro Shops. 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, focusing on asset allocation and strategies tailored to clients’ objectives and risk tolerance.

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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