Much like our advisors help create clarity and efficiency in our clients’ financial worlds, Arleen provides clarity, focus, and accountability for our practice. She consults with Todd and oversees our long-term strategy for business development and succession, ensuring our clients have a strong, enduring firm in which to entrust their wealth and their futures.
Arleen works primarily on the business itself, coaching our team members and helping develop specific roles, responsibilities, and goals within our practice. With her more than 40 years in the financial services industry, she is incredibly skilled at identifying inefficiencies and growth opportunities in our daily operations, processes, and communications. She joined our team in 2020, and much of her job is to ensure our firm’s values and goals are reflected in the way we operate, the professionals we hire, and our culture as a team. Overall, her mission is to use her unique strengths—like business strategy, discernment, and organizational clarity—to keep our practice running with excellence so Todd and our other advisors can focus on what they do best—coaching and caring for clients.
In her spare time, Arleen loves being with her family and friends. She currently lives in Fort Worth, Texas, with her husband Frank and their Australian Labradoodle puppy, Tessa. Together, they enjoy boating, traveling, exercising, and spending time outdoors. They have 2 adult children and four beautiful grandchildren.