ABOUT US
WE CAN HELP YOU GROW YOUR BUSINESS
Leverage our years of experience to help provide clients with greater peace of mind

At Arrowroot Family Office, we have had years of experience serving individuals, businesses, and families with a variety of financial services, and through that time, we realized there is a disconnect between CPAs and Financial Advisors when serving the needs of a client. Our program was born to help accountants, CPAs, and financial advisors work together to provide clients with greater transparency and more value. We are on a mission to connect these two professions and provide clients with peace of mind knowing their financial lives are secure.
ABOUT US
WE CAN HELP YOU GROW YOUR BUSINESS
Leverage our years of experience to help provide clients with greater peace of mind

ABOUT US
WE CAN HELP YOU GROW YOUR BUSINESS
Leverage our years of experience to help provide clients with greater peace of mind

At Arrowroot Family Office, we have had years of experience serving individuals, businesses, and families with a variety of financial services, and through that time, we realized there is a disconnect between CPAs and Financial Advisors when serving the needs of a client. Our program was born to help accountants, CPAs, and financial advisors work together to provide clients with greater transparency and more value. We are on a mission to connect these two professions and provide clients with peace of mind knowing their financial lives are secure.
OVER 100 YEARS OF COMBINED EXPERIENCE, WITH DIVERSE FINANCIAL BACKGROUND

Rob santos
Founder

Rory Henry
Co-Founder

Daniel Casey
Vice President

Diane Young
Managing Director

Ben Porras
Managing Director

Mark McCarron
Managing Director

Ramtin Khah
Director of Marketing

Irene Apergis
COO & CFO

Rob santos
CEO

Rory Henry
Director / Pod host

Daniel Casey
Financial Advisor

Diane Young
CEO

Ben Porras
Managing Director

Mark McCarron
Advisor

Ramtin Khah
Director of Marketing

Irene Apergis
COO
OUR IDENTITY
AFO Wealth Management Forward was founded by professionals with diverse backgrounds and tenures with:
- Actua
- Aspirant
- Bear Stearns
- J.P. Morgan
- Lazard
- OpenGate Capital
- Nuveen Investments
- Actua
- Aspirant
- Bear Stearns
- J.P. Morgan
- Lazard
- OpenGate Capital
- Nuveen Investments
- Platinum Equity
- Smith Barney
- TA Associates
- UBS
- Schwab
- Thorofare Capital
- Platinum Equity
- Smith Barney
- TA Associates
- UBS
- Schwab
- Thorofare Capital
A Family Office can be in the form of a single-family office, multi-family office, or a virtual family office. A single-family office manages the personal and financial affairs of a high-net-worth individual or a family. A multi-family office manages the finances for several families or individuals. A virtual family office is a model that brings together professional service providers who work in collaboration or provide services through tech-enabled solutions.