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.