Lowell, AR West Monroe Avenue Office

Matthew Campbell is a financial advisor at Arvest Wealth Management in Lowell, Arkansas, with 17 years of industry experience. He holds a Series 66 designation and has been with Arvest Wealth Management in various capacities since 2011. 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 large advisor team supporting a broad client base.

Pierce Baker is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has worked at Arvest Wealth Management since 2017 and was previously with Arvest Asset Management from 2014 to 2017. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients, offering portfolio management, retirement plan consulting, and written financial plans. The firm’s client teams tailor recommendations based on Investment Policy Statements, managing a mix of discretionary and non-discretionary assets.

Cody Bean is a financial advisor at Arvest Wealth Management with eight years of industry experience. He holds the CFP® designation and Series 66 license. Bean is dually employed by Arvest Bank’s Trust Department in Lowell, Arkansas, splitting his time evenly between the bank and wealth management sides. 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 combines fundamental, technical, quantitative, and qualitative analysis to offer tailored asset allocation and investment strategies that align with clients’ objectives and risk tolerances.

Mac Kenzie Wolf is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Arvest Wealth Management, he worked at Arvest Bank from 2020 to 2024 and has experience in retail and technical roles at Walmart and Red Wolf Technical. 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.

Mary Ikenberry is a financial advisor at Arvest Wealth Management with four years of industry experience. She holds a Series 66 credential and has worked with Arvest in various roles since 2020. Outside of her advisory work, she owns two small businesses focused on event-based cotton candy sales and crafted goods. 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-disciplinary investment approach combining fundamental, technical, quantitative, and qualitative analysis tailored to client objectives and risk tolerances.

Odessa Fowler is a financial advisor at Arvest Wealth Management with a Series 66 designation and two years of industry experience. She has worked at Arvest Wealth Management since 2021 and previously spent ten years at Arvest Bank. 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 client teams tailoring recommendations based on Investment Policy Statements.

Griffin Wuensch is a financial advisor at Arvest Wealth Management in Lowell, AR, holding a Series 66 designation. He has been with Arvest since 2022, including his current role at the wealth management division since 2025. Wuensch previously worked at the University of Arkansas and Lakeside High School. He divides his time between Arvest Bank and Arvest Wealth Management. 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, serving a broad client base through a combination of discretionary and non-discretionary asset management.

Cassie Brisco is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. She holds a Series 66 credential and has four years of industry experience. Prior to joining Arvest, she worked for the USDA Farm Service Agency. Outside of her advisory role, she provides bookkeeping services for family-owned agriculture businesses. 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, incorporating fundamental, technical, quantitative, and qualitative analysis tailored to client objectives and risk tolerances.

Robert Carlson is a Series 66-credentialed advisor at Arvest Wealth Management with nine years of industry experience. He has worked extensively within the Arvest organization, including Arvest Bank, since 2008. Outside of his advisory role, Carlson serves as President of the Bentonville School Board and holds board positions with the NWA Scott Family Children's Museum and the NWA Foundation. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm employs a client team approach to recommend services and model allocations guided by Investment Policy Statements, managing a mix of discretionary and non-discretionary assets.

Fred Wood III is a financial advisor with Arvest Wealth Management, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Rivertree Wealth LLC and several advisory networks and firms. Wood has also worked in education and consulting roles outside the financial industry. 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 integrates fundamental, technical, quantitative, and qualitative analysis to tailor strategies to clients’ goals and risk profiles.

Taylor Crutchfield Henderson is a financial advisor at Arvest Wealth Management with nine years of industry experience. He holds a Series 66 designation and splits his time between Arvest Wealth Management and Arvest Bank's Trust Department in Lowell, Arkansas. Henderson has worked with various divisions of Arvest since 2014. 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 assets managed on both discretionary and non-discretionary bases.

Lisa Latshaw is a financial advisor at Arvest Wealth Management with 18 years of industry experience. She holds the Series 66 designation and has been with Arvest Wealth Management in various capacities since 2013. 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, serving a broad client base with a range of advisory programs.

Townsend Wenzler is a financial advisor at Arvest Wealth Management with one year of industry experience. He holds the Series 66 designation. Prior to joining Arvest Wealth Management, his work history includes roles outside the financial industry. 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 uses a combination of fundamental, technical, quantitative, and qualitative analysis to develop tailored investment strategies aligned with clients’ objectives and risk tolerances.

Rupal Poltack is a financial advisor with Arvest Wealth Management in Lowell, Arkansas, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Arvest Wealth Management since 2020 and is dually employed by Walton Enterprises LLC, where she spends a portion of her time. Additionally, she serves as an operating committee member for Light Hill Property Management LLC, providing oversight of management and operations. Arvest Wealth Management offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Allen Johnson is a financial advisor with Arvest Wealth Management in Lowell, Arkansas. He holds a Series 66 designation and has been with Arvest since 2023. Prior to his advisory role, he worked at Mirabella's Table and WACO Title, and completed his education at the University of Arkansas. Arvest Wealth Management provides investment advisory services, financial planning, and retirement plan consulting to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm employs a comprehensive investment process incorporating fundamental, technical, quantitative, and qualitative analysis to tailor strategies according to client objectives and risk tolerance.