The Finance Team at Arete Wealth plays a crucial role in managing the firm's financial operations and ensuring compliance across its various financial services. They oversee capital markets activities, develop strategic financial plans, and manage portfolios for high-net-worth clients. Their expertise in investment management and regulatory compliance supports the firm's commitment to delivering tailored financial solutions and maximizing value for clients and stakeholders.
Daniel Diaz
Investment Manager
David Hock
CFO & Financial Operations Pri...
Heidi Flanagan
Controller
Jennifer Nelson
VP, Commissions & Licensing
Karlton Kleis
Managing Director of Capital M...
Rick Brown
Financial Planner - Consultant
Robert Fratkin
Financial Planning Consultant ...
Todd Doorenbos
Director of Capital Markets
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