Arvest Wealth Management is pleased to announce two promotions and one new full-time team member within our Advanced Planning Team that will further enrich the services available to high-net-worth individuals and households throughout Arvest’s four-state footprint.
- Cody Bean has been promoted to engagement coordinator. Bean has worked in the financial services industry for six years. Prior to joining The Advanced Planning Team, he served as a client advisor assistant, after starting in the Arvest Wealth Management Solutions Center. Bean will be instrumental in the initial client engagement process and overall tracking of financial planning cases. He started in the new role Nov. 14.
- Darin Drennan has been promoted to wealth planner. Bringing more than 20 years of wealth management experience to the new role, he previously served as a senior trust wealth advisor. Drennan specializes in working with affluent families and business owners to establish comprehensive financial plans. Drennan assumed his new role Nov. 14.
- David Boekeloo, a tax attorney who has served as an outside consultant to the Advanced Planning Team for three years, will join full-time as a wealth strategist in January 2023. Boekeloo’s expertise is in estate and income tax planning for high-net-worth and ultra-high-net-worth individuals, business succession planning for owners of closely held businesses, and executive benefit solutions for key employees of publicly and privately held companies.
“These outstanding associates are poised to do great things in their new roles,” said Asa Cottrell, president and CEO of Arvest Wealth Management. “We know they will become invaluable resources as they use their diverse and extensive knowledge to help clients make the best decisions possible, while navigating complex financial situations and planning for the future.”