Arrowroot Family Office, LLC

Sara Frazier is a CFP® and holds a Series 65 license, currently serving as an advisor at Arrowroot Family Office, LLC. She has six years of prior experience at another financial services firm. Arrowroot Family Office provides investment advisory and financial planning services to a diverse range of clients, including individuals, families, trusts, charitable organizations, and corporations. The firm emphasizes customized asset allocation using advanced analytics and offers both discretionary and non-discretionary asset management, incorporating ETFs, mutual funds, and individual securities as directed by clients.

Mark Mccarron is a CFP® professional with nine years of industry experience. He has been with Arrowroot Family Office, LLC since 2020 and previously worked at Bond Wealth Management, LLC. He holds a Certificate in Financial Planning from the University of Richmond. Arrowroot Family Office offers advisory services to individuals, families, and various institutional clients. The firm focuses on asset allocation using quantitative analytics and manages portfolios that include ETFs, mutual funds, and selectively chosen individual securities, while also providing multi-family office services and managing private funds.

Michael Knittel is a financial advisor at Arrowroot Family Office, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fortune Financial Services, Lagunitas Asset Management, and RBC Capital Markets. In addition to his advisory role, Knittel is a minority partner in Winning Streak Ventures, GP, holding a 21% non-controlling stake. Arrowroot Family Office serves individuals and families, as well as various institutional clients, offering discretionary and non-discretionary wealth management, comprehensive financial planning, and multi-family office services. The firm emphasizes asset allocation using quantitative analytics and manages portfolios primarily with ETFs and mutual funds, while also sponsoring private funds and providing specialized client offerings.

Matthew Marshall is a financial advisor with Arrowroot Family Office, LLC and holds the Series 63 and Series 65 designations. He has 18 years of industry experience, including prior roles at Kestra Advisory, SagePoint Financial, and Analect Benefit Finance. Outside of his advisory work, he provides tax preparation services as an accountant for Medical Accounting Service, Inc. Arrowroot Family Office serves individuals and families, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm focuses on asset allocation using quantitative analytics and offers a broad range of wealth management and multi-family office services, including portfolio management for private funds and specialized client offerings.

Roberto Santos is a financial advisor at Arrowroot Family Office, LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities from 2004 to 2011. Outside of his advisory role, Santos serves as Managing Partner of Vitreous Partners Holdings, LLC, providing business consulting on non-investment related M&A activities, and is a board member of GL Concepts. Arrowroot Family Office offers advisory services to high-net-worth individuals, families, and a variety of institutional clients. The firm focuses on asset allocation using analytical tools and manages portfolios primarily composed of ETFs and mutual funds, while also sponsoring private funds and providing multi-family office services including tax efficiency and M&A advisory.

Susan Bryant is a financial advisor at Arrowroot Family Office, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at The MB Group, LLC for 17 years. Outside of her advisory role, Bryant is the CEO of Unboxed Advisors, LLC, an accounting, tax, and business advisory firm. Arrowroot Family Office provides wealth management and comprehensive financial planning services to individuals, families, and various institutional clients. The firm focuses on asset allocation using analytical tools to construct diversified portfolios, actively managing and occasionally incorporating alternative investments and private placements.

Diane Young is a financial advisor at Arrowroot Family Office, LLC with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Financial Gravity Wealth, Inc., Athena Advisory Services Inc., and OSAIC. Young 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 engages in public speaking on the topic. Arrowroot Family Office provides wealth management and financial planning services to individuals, families, pension plans, trusts, and other entities. The firm focuses on asset allocation and uses quantitative analytics to build portfolios primarily consisting of ETFs and mutual funds, while also offering multi-family office services and managing private funds.

James Capparelli Jr. is a financial advisor at Arrowroot Family Office, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at JCJ Advisory, LLC and Hiline Services, LLC. In addition to his advisory role, he owns JCJ Wealth and Tax Advisory, LLC, providing tax preparation and financial coaching services. Arrowroot Family Office serves individuals and families, as well as various institutional clients, offering comprehensive wealth management, financial planning, and multi-family office services. The firm emphasizes asset allocation and uses analytical tools to construct portfolios primarily composed of ETFs and mutual funds, while also managing private funds and offering unique client programs such as educational seminars and veterans’ fee waivers.

Matthew Mc Ewen is a financial advisor at Arrowroot Family Office, LLC in Rochester Hills, MI, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Arrowroot, he worked at Edward Jones for five years and ADP for twelve years. Arrowroot Family Office offers advisory services to individuals, families, and various entities including pension plans, trusts, and charitable organizations. The firm focuses on asset allocation and employs analytics such as efficient-frontier analysis and Monte Carlo simulations to construct portfolios primarily composed of ETFs and mutual funds, while also providing multi-family office services and managing private funds.

Irene Apergis is a financial advisor at Arrowroot Family Office, LLC with 21 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked with firms including UBS Financial Services and J.P. Morgan Securities. She has been with Arrowroot since 2017, contributing to the firm’s team of 14 advisors. Arrowroot Family Office serves individuals, families, and various institutional clients by offering wealth management, financial planning, multi-family office services, retirement-plan advisory, and select tax and administrative support. The firm focuses on asset allocation and uses a range of analytical tools to build diversified portfolios primarily consisting of ETFs and mutual funds, while actively managing and rebalancing client investments.

Michael Villarica is a financial advisor with Arrowroot Family Office, LLC, holding a Series 65 designation and five years of industry experience. He has been with Arrowroot Family Office since 2021 and previously worked at Arrowroot Tax & Business Management and Three18, Inc. He is based in Marina Del Rey, CA. Arrowroot Family Office provides advisory services to individuals, families, pension and profit-sharing plans, trusts, estates, corporations, charitable organizations, and pooled private investment vehicles. The firm emphasizes asset allocation using quantitative analytics and manages portfolios primarily composed of ETFs and mutual funds, with selective use of individual securities and fixed income.

Crystal McMahon is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Arrowroot Family Office, LLC and has previously worked at firms including Great Life Investing LLC and UBS Financial Services. In addition to her advisory work, she provides tax preparation services as an enrolled agent. Arrowroot Family Office serves individuals and families, as well as institutional clients, offering wealth management and multi-family office services that emphasize asset allocation supported by quantitative analytics and active portfolio management.

Ignatius Jackson is a financial advisor at Arrowroot Family Office, LLC in Phoenix, AZ, holding the PFS™ designation with one year of industry experience. He has been involved with Arrowroot since 2024 and has held concurrent roles at several entities, including ILJ Consulting LLC, Ignite Wealth Management LLC, and Ignite Accounting LLC, where he has longstanding involvement. Jackson also has a background in construction through his experience at Centuri Construction Group. Arrowroot Family Office provides advisory services to individuals, families, and various institutional clients, offering wealth management, financial planning, multi-family office services, and retirement-plan advisory. The firm focuses on asset allocation supported by quantitative analytics and manages private funds alongside its discretionary and non-discretionary portfolio management.

Rachel Young is a financial advisor at Arrowroot Family Office, LLC with one year of industry experience. She holds a Series 65 designation and has worked in roles including political campaign support and tax preparation prior to joining Arrowroot. Arrowroot Family Office provides advisory services to individuals, families, pension plans, trusts, and other entities. The firm emphasizes asset allocation and uses analytical tools to construct portfolios mainly composed of ETFs and mutual funds, along with selective use of individual securities and fixed income, while also offering multi-family office services and managing private funds.