Rochester Hills, MI Office

Sara Frazier is a CFP® and Series 65 holder currently with Arrowroot Family Office, LLC, where she has worked since 2026. She has six years of prior experience at Planning Alternatives and six years at Mod in the Mitten. Arrowroot Family Office provides investment advisory and multi-family office services to a broad range of clients, including individuals, families, retirement plans, and charitable organizations. The firm offers customized asset allocation strategies using analytics-driven approaches and manages private pooled investment vehicles while also providing educational seminars and multi-family office capabilities.

Diane Young is a financial advisor with Arrowroot Family Office, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has previously worked with Financial Gravity Wealth, Inc. and Athena Advisory Services Inc. Outside of her advisory role, she serves as a board member for the Girl Scouts of Southeast Michigan and is president of the Women’s Democratic Club of Greater Rochester. Diane is also the author of a financial book titled "Owning Your Financial Success" and occasionally speaks publicly about it. Arrowroot Family Office provides investment advisory and multi-family office services to a range of clients, including individuals, families, retirement plans, and charitable organizations. The firm focuses on customized asset allocation using analytical methods and offers discretionary and non-discretionary asset management alongside multi-family office capabilities.

Matthew Mc Ewen is a Series 66 licensed financial advisor with nine years of industry experience. He is currently affiliated with Edward Jones and Arrowroot Family Office, LLC in Rochester Hills, MI. Prior to his financial advisory career, he worked at ADP for twelve years. Arrowroot Family Office provides multi-family office and investment advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm offers customized asset allocation using advanced analytics and manages both discretionary and non-discretionary portfolios, often utilizing ETFs, mutual funds, and individual securities as directed by clients.

Rachel Young is a Series 65-licensed financial advisor at Arrowroot Family Office, LLC with one year of industry experience. Prior to joining Arrowroot Family Office in 2024, she worked in various roles including political campaign work and tax preparation. Arrowroot Family Office provides investment advisory and multi-family office services to a diverse client base, including high-net-worth individuals, families, trusts, and charitable organizations. The firm emphasizes customized asset allocation using advanced analytics and offers both discretionary and non-discretionary management, along with multi-family office capabilities and educational resources.