Joe arsenault, cpa/pfs
Joe Arsenault is an Arizona licensed CPA, a Personal Financial Specialist and Arizona State University graduate with a background in financial accounting, taxation and retirement planning. Joe is a co-founder and Managing Partner of Arbor Retirement Solutions.
Mr. Arsenault's professional experience isn't limited to working with his clients; he has spent extensive time consulting, educating and speaking in front of financial professionals around the country. As a CPA Personal Financial Specialist, Joe spends his time creating, implementing and maintaining client's financial and investment plans. Other responsibilities include financial product analysis, income tax services and risk management services.
Joe spends his free time with his family and friends and prides himself on staying as physically active as possible.
Jake ulrich - CEO
Jake Ulrich is an Arizona licensed insurance agent and an Investment Advisor Representative. After moving from Minnesota to attend Arizona State University, Jake entered the financial industry and has since held various titles in the banking industry. After more than a decade, including experience managing multiple bank locations, he quickly saw that his client's true needs were not being met.
Wanting to provide his clients with more comprehensive financial solutions he used his extensive financial experience and partnered with a long-time business colleague to create and build a unique professional financial practice. Jake has served on the board of community organizations such as the Boys and Girls Clubs, home owner associations, networking groups and participated in other community organizations such as the Big Brothers Big Sisters foundation.
Jake's is the Chief Compliance Officer at Arbor Retirement Solutions and ensures through the use of the latest technology that the fiduciary standard is upheld. He focuses on both personal and business health by living a low carbon footprint lifestyle personally and having a paperless business making us a very "green" company!