Joplin, MO McClelland Blvd Office

Stephanie Mason is a financial advisor with Arvest Wealth Management in Joplin, MO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Arvest Asset Management since 2007. Arvest Wealth Management provides investment advisory services, financial planning, retirement plan consulting, and wrap fee programs to individual investors, employer-sponsored retirement 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 aligned with clients’ objectives and risk tolerances.

Garrett Taylor is a CFP® with 19 years of experience in the financial services industry. He has been with Arvest Wealth Management since 2012, currently serving in Webb City, MO. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses Investment Policy Statements to guide service and allocation recommendations, offering both discretionary and non-discretionary portfolio management.

Justin Boudreaux is a financial advisor with Arvest Wealth Management, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Arvest Asset Management since 2008. Outside of his advisory role, Boudreaux serves as a color commentator for MSSU football radio broadcasts during the season. 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 through wrap programs and retirement plan consulting, tailoring recommendations based on Investment Policy Statements.

Rina Mehta is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Arvest Wealth Management and Arvest Bank, having previously worked at Copper Financial Network, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Commerce Bank. Outside of her advisory role, Mehta is a co-founder and board member of Color the World, a nonprofit supporting parentless and low-income children and young adults. Arvest Wealth Management offers investment advisory services, financial planning, and retirement plan consulting to individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment approach that integrates fundamental, technical, quantitative, and qualitative analysis tailored to clients’ objectives and risk tolerances.

Ashley Franco is a financial advisor at Arvest Wealth Management with eight years of industry experience. She holds a Series 66 designation and has worked at Arvest Wealth Management since 2017, following five years at Arvest Bank. Outside of her advisory role, Franco is a member of Franco Holdings LLC, a real estate business. 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, tailoring recommendations based on client objectives and Investment Policy Statements.

Christine Gullett is a financial advisor at Arvest Wealth Management with six years of industry experience. She holds a Series 66 designation and previously worked at US Bank for 15 years. Outside of her advisory role, she owns a small online clothing business. 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 and retirement plan consulting with an emphasis on aligning recommendations with client objectives and Investment Policy Statements.

Adrienne Jackson is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Arvest Asset Management since 2009. 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, serving a broad client base with a combination of discretionary and non-discretionary asset management.

Janoah Goldsberry is a financial advisor with Arvest Wealth Management in Joplin, MO, holding a Series 66 designation and three years of industry experience. She is dually employed by Arvest Bank’s Trust Department, splitting her time evenly between the bank and the wealth management firm. Prior to joining Arvest, her work history includes positions at Victra, Verizon, and Spring Mobile/Prime Communications. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm uses Investment Policy Statements to guide portfolio management and retirement plan consulting, serving a diverse client base through both discretionary and non-discretionary advisory services.