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Ark Financial Team

Transforming Wealth Management for Visionary Entrepreneurs and Business Owners

Leadership

David Bull +

Founder & CEO

David Bull +

Founder & CEO

ONE DAY, EVERYONE WILL HAVE A FAMILY OFFICE. David Bull believes that a family office isn’t just for the ultra-wealthy—it’s for every entrepreneur who wants to take control of their financial future. He defines a family office simply as “the business of the family”—a structured approach to building, protecting, and passing down wealth across generations. His mission is to help business owners apply the same level of strategy and precision to their family’s wealth as they do to their companies.

ABOUT DAVID
David Bull is the Founder and CEO of Ark Financial, a firm redefining the family office model to serve the complex needs of entrepreneurs and business owners. Since founding Ark in 2013, he has helped hundreds of families optimize tax structures, scale their businesses, and build generational wealth. To systematize this approach, he developed the Family Office Operating System (FOOS™) and proprietary tax software, enabling more sophisticated planning at scale.

Beyond Ark Financial, David launched Ark Academy, providing business owners with the same tools, strategies, and networks that have helped his clients succeed.

David is also the co-founder of Switchboard, a platform that connects skilled professionals with high-impact opportunities in the global church and business community through algorithmic matching. Switchboard helps individuals deploy their expertise where it is needed most, creating a seamless way to serve, support, and strengthen organizations worldwide.

He lives in Austin, Texas, with his wife and four children, enjoys golf and disc golf, and travels the country for his kids’ American Ninja Warrior competitions. Each year, his family embarks on long RV trips across the country, exploring new places and making lasting memories together.

Kyle Werych +

Managing Director

Kyle Werych +

Managing Director

Kyle has spent his career building the systems, teams, and people that let companies thrive, as an operator, an advisor, and a leader of advisors.

He began in the golf and health insurance industries, leading operations and sales, then found his passion for small business, steering a turnaround for a family-held business. From there he moved into business advisory, helping owners scale and exit their companies. He advised entrepreneurs to strong outcomes and became a leader of advisors and partner in a firm that earned six consecutive years on the Inc. 5000, doing for itself what it advised its clients to do. He holds a dual major in Business Administration and Finance and is a Certified Exit Planning Advisor (CEPA)..

As Managing Director at Ark, Kyle leads the Family Office and Ark Management, bringing that practitioner discipline to the firm's own growth and to the clients it serves..

Kyle lives in Central Texas with his wife and four children. You will most often find him cheering on his kids at the ballfield and volleyball court, though his Wisconsin roots still show when his favorite teams take the field. He is passionate about his faith, reading, woodworking, golf, and making (and eating) great food.

Israel Askew, MBA +

Partner & Sr. Family Office Director

Israel Askew, MBA +

Partner & Sr. Family Office Director

Israel is an entrepreneurial executive with 20 years of experience growing service companies in industrial contracting, environmental services, investments, and real estate development.

He earned an undergraduate degree in Business Administration: Finance from Portland State University. After ten years as executive pastor, he relocated to Houston, Texas where he served for 9 years as CFO of an environmental services company.

In 2019 Israel graduated from the University of Texas at Austin with an MBA and moved to San Antonio, Texas to serve as Director of Investments and Commercial Real Estate Development for the Holt Richter family office.

Israel now brings his education, not-for-profit, investing, and business experience to direct the family office for his clients to reach their unique goals and leave a legacy. Israel and his wife Allison were married 2000 and have a son Isaac and daughter Eden.

Andrew Turner +

Director, Ark Academy

Andrew Turner +

Director, Ark Academy

Andrew Turner serves as the Director of Ark Academy, leading Ark Financial's education and training programs for entrepreneurs and business owners. He brings the perspective of an operator who has built and run the kinds of companies that most financial education only describes.

Before beginning his professional career, Andrew spent four years serving at a children's home in Mexico, an experience that grounded his conviction that disciplined systems and good stewardship exist to serve people. He then spent nearly a decade at Pathway Healthcare, a multi-entity, multi-state services platform, where he rose from operations leadership to President, Chief Operating Officer, and ultimately Chief Executive Officer. Across those years he carried full P&L responsibility, led acquisitions from diligence through post-merger integration, and rebuilt the revenue and billing systems that stabilized profitability. Under his leadership the platform grew to more than 30 locations and 300 employees. Earlier in his career, he took over and turned around sales territories in highly regulated markets, consistently ranking among the top performers nationally.

At Ark Academy, Andrew focuses on giving business owners the same things that made those companies work: clear numbers, disciplined operating systems, and the habits that turn financial knowledge into real results.

Andrew and his wife Jessica live in the Birmingham area with their four children, where he has spent years investing in the next generation through youth ministry and discipleship.

Advisory

Chris Hildreth, JD +

Strategist & General Counsel

Chris Hildreth, JD +

Strategist & General Counsel

Chris is an attorney that focuses on finding efficient, workable solutions for his clients. Prior to joining Ark, Chris owned and operated a tax-focused planning law firm where he counseled his clients on goals-oriented estate planning, business succession planning, business structuring, and tax planning. Chris concentrates on protecting and preserving client’s assets for the client and the client’s family.

Chris also has extensive experience and training in managing and operating businesses from startup to exit and brings significant practical insight to Ark’s clients. Chris’ focus with his business clients is to quickly and efficiently construct a solid legal foundation for the business so that his business clients can focus their energy on the management and operations of the business. Chris is a strong believer in proportionate response, and takes pleasure in crafting relevant, workable, and efficient solutions for each client’s needs.

Chris graduated with high honors from Baylor University School of Law (Sic ‘em!), where he served on the Baylor Law Review and graduated in the top 5% of his graduating class.

Outside of his time working, Chris enjoys spending time with his wife and dogs, building furniture in his woodshop, and playing disc golf.

Kendall Laughlin +

Sr. Family Office Director

Kendall Laughlin +

Sr. Family Office Director

Kendall remains inspired by the power of entrepreneurship to transform generations, cities, and nations. He supports business leaders and their families as an Ark Family Office Captain.

Prior to serving clients at Ark, Kendall’s professional background includes:

• Non-profit executive leadership

• Founding a global missions organization

• Opening franchise businesses

• Executive coaching to CEOs and Single Family Offices

Specifically, Kendall’s professional coaching practice has afforded him a broad experience across many industries including (without limitation) construction, tech, software, health care, private equity, and real estate. He has served clients who desire to increase their capacity as wealth creators, prepare for generational succession, or require mediation services to move plans and relationships forward.

Kendall holds a B.B.A. from Baylor University and a Master’s in Organizational Development from the University of Texas at Dallas. His master’s thesis, entitled “The Sea Change,” addressed the subject the upcoming generational transfer of wealth and its impact on the human capital dynamics of the Single Family Office. He is an ICF-Certified Coach. Outside of work, Kendall lives in San Diego, CA with his family. He can be found supporting his four children in their own hobbies, writing, or navigating a Hunter 34’ sailboat in the beautiful Pacific Ocean.

Jonathan Billiot, MBA, CFP® +

Sr. Family Office Director

Jonathan Billiot, MBA, CFP® +

Sr. Family Office Director

Jonathan J. Billiot, MBA, CFP® is the Learning and Development Manager and Family Office Captain at Ark Financial. Jonathan is responsible for leading family offices, as well as building and integrating Ark Financial’s Learning and Development Strategy to equip Captains and Coaches to achieve the firm’s vision that “one day everyone will have a family office.”

Since joining Ark Financial in 2016, Jonathan has accumulated over 7,000 Hours in the specified dimensions of Financial Planning. His work has been an integral part of the creation of the Family Office Operating System– the methodology Ark uses to build family offices. Jonathan has built over 50 family offices for first-generation entrepreneurs and has most recently positioned five of his clients on the 2022 Inc. 5000’s Fastest Growing Companies List, one of whom placed in the Top 100 Fasted Growing Companies in the Country. These client achievements speak to Jonathan’s ability to partner with his clients to align wealth accumulation potential with client goals and objectives.

Jonathan earned his CERTIFIED FINANCIAL PLANNER¬¬¬TM credential in 2023. He possesses a depth of knowledge in Comprehensive Financial Planning, Qualified Plans, Employee Benefits, and Exit Tax Strategy. Jonathan is a lifelong learner. Most recently, he graduated from Quantic School of Business and Technology with his Master of Business Administration. In 2022, he completed the Bryant University Executive Development Center's Financial Planning certification program.

In his undergraduate studies, he earned his Bachelor of Business Administration degrees in Economics, Finance, Public Administration, and Business Fellows from Baylor University in 2014. Originally from Houma, Louisiana, Jonathan and his wife, Kelly, now live in Austin, Texas with their four children, Cohen (8), Aria (5), Ezra (4), and Elias (1).

Matt Moore +

Family Office Director

Matt Moore +

Family Office Director

With over 18 years of diverse and impactful experience in finance, Matt has built a reputation as a strategic leader in high-pressure, cost-effective growth and start-up environments. Prior to joining the Ark team, he served as the financial leader for the Falcon and Dragon programs at Spacex, Elon Musk lead aerospace company. He played a pivotal role on the finance team in helping SpaceX grow from a small aerospace company launching eight times a year to dominating the launch market with over 140 launches per year, 17x growth rate over the 8 years of his SpaceX career. Matt's expertise in financial reporting, strategic planning and cost reductions were key to his success. He also drove the implementation of new financial systems and processes to support the company's expansion.

Before joining SpaceX, Matt held significant roles at ConocoPhillips, a leading oil and gas company, where he worked in various roles within the Corporate Controllers, Commercial and Alaska organizations. He also led the company’s Lower 48 Strategic Planning team with a capital portfolio allocation exceeding $5 billion a year.

Matt is known for his team leadership, having managed and mentored financial staff, instilling a culture of growth and business performance excellence. A skilled problem-solver and communicator, Matt is well-versed in financial planning, forecasting and effective financial management. His broad skill set, and results-oriented approach make Matt a standout financial strategist and leader. He also holds a Texas CPA license.

Originally from Oklahoma, Matt and his wife (Laura), now live in Waco, Texas with their three young children, Madelyn, Samantha and Maxwell. When not serving Ark families Matt enjoys coaching youth sports, exploring mountains in Colorado or playing pickup basketball or pickleball games.

Kevin Mischnick, CPA +

Family Office Director

Kevin Mischnick, CPA +

Family Office Director

Progressive executive with 30 years of extensive financial experience. Excel in times of growth and change, strive for continuous improvement, while managing organization-wide operational and administrative issues. Exceptional communicator, blending strong interpersonal and presentation skills. Sought-after counselor and sounding board for organizational leaders and staff. Trusted advisor and confidant, who partners with executive leadership to manage the entire organization.

Provided financial leadership for two organizations which increased market value over 10 fold and led to merger valuations of $1.2 billion and $19.4 billion. Raised nearly $100 million for two additional organizations providing capital for operations. Built and transformed financial teams into high performing units. Implemented systems and processes focused on cost savings and efficiency.

Cory Hatch +

Entrepreneurial Family Coach & Community Lead

Cory Hatch +

Entrepreneurial Family Coach & Community Lead

Cory Hatch is a Coach with the Ark Academy. Cory has over a decade of experience in the financial industry. His experience includes personal financial consulting and planning, corporate finance and benefits and financial education. He has been coaching for the last 2 years. He has a BS in Business Finance from the University of Phoenix.
Cory and his wife Melissa are originally from Utah. They have been married since 2006. They have 3 children, 2 sons and 1 daughter. Their family are members of The Church of Jesus Christ of Latter-Day Saints. The family hobbies include camping, hiking, paddleboarding, BBQ/outdoor cooking, fitness and personal development. The kids are involved in football, baseball and tumbling.

Aaron Quinn

Entrepreneurial Family Coach

Aaron Quinn

Entrepreneurial Family Coach

Aaron Quinn is a husband, father of 4, a men’s coach, and a Family Office coach at Ark Financial.

He helps high-performing men heal, lead, and rebuild from the inside out, so they can become better fathers and build stronger families.

At Ark Financial, Aaron helps clients protect what matters most through the framework of Protection, Peace, and Purpose. He works with families and entrepreneurs on building margin, minimizing risk, and creating generational wealth with intentional strategies that align with their values, not just their numbers.

With a background shaped by personal transformation and professional leadership, Aaron blends emotional, spiritual, and financial coaching to guide men and families toward lasting legacy and alignment.

Matt Byrnes

Associate Family Office Director

Matt Byrnes

Associate Family Office Director

Matt Byrnes is an Associate Family Office Director at Ark, where he brings more than 17 years of experience in financial analysis, auditing, and strategic advisory work to help steward families through life’s financial complexities. With a calm and discerning presence, Matt helps clients move from complexity to clarity, bridging their business realities with long-term purpose.

Before joining Ark, Matt served as a Director at Integra Financial and Economic Consulting, where he led high-stakes investigations involving financial and healthcare fraud, securities litigation, and complex financial modeling. Prior to that he managed pension and endowment audits for the Texas State Auditor’s Office, overseeing governance, compliance, and risk across institutional portfolios. Matt has also worked with individuals and entrepreneurs to help get their financial affairs in order. His cross-sector experience, from government to litigation to private wealth, helps him lead families through any financial challenges they may face.

Matt holds an MBA from Texas State University and dual degrees in Economics and Government from the University of Texas at Austin. He and his wife Haley live in Austin, TX with their three daughters, Susie, Addie, and Emily. Outside of the office, Matt enjoys running, playing soccer, and coaching his kids’ sports teams.

Troy Alley +

Investment Advisor

Troy Alley +

Investment Advisor

Troy has been an entrepreneur and investment advisor for over 10 years with experience in financial advisory, investment research, and market analysis working with many of the top firms across the industry. Coming from a generation of entrepreneurs, Troy founded an investment consulting and research company focused on securities analysis based in Dallas, Texas. In addition, Troy served as the VP of Internal Investments & Capital Assets for the largest minority construction and real estate company in the Southwest, his family-owned company. Performing in-depth research and analysis of the firm’s investment portfolio which included both public and private investments spanning from alternatives to real estate and hotel developments. As an investment advisor, Troy now brings his investing and unique business experience to the firm’s clients to assist in building wealth and reaching their financial goals.

Throughout his career Troy has been a guest speaker on various panels about financial education, wealth building, and entrepreneurship in the minority community. In addition, he has served in various advisory and board capacities across the non-profit sector focused on community development and educational exposure. Troy holds a B.B.A. in Finance from Southern Methodist University (SMU) and has completed advanced coursework from the Chicago Booth School of Business and Harvard Business School. Outside the office, Troy enjoys visiting museums and enjoying the fine arts, traveling, and is an avid soccer supporter.

Nate Siewart

Associate Family Office Director

Nate Siewart

Associate Family Office Director

Nate Siewert is a finance professional with 10 years of experience in corporate financial planning and analysis, specializing in high-growth technology companies. He began his career at Oracle and then joined Dialpad as an early-stage startup, helping scale the company from fewer than 200 employees to over 1,500.

At Dialpad, Nate led forecasting, budgeting, and analysis of $100M+ financial plans. He partnered with C-suite executives and private equity firms to raise over $250 million in funding and saw a 10x growth in annual recurring revenue (ARR). His work supported major strategic initiatives and investment decisions at scale.

As an Associate Family Office Director at Ark Financial, Nate brings a sharp eye for detail, a strategic mindset, and a deeply relational approach to client service. He is passionate about helping families align their financial strategies with their long-term goals.

Nate earned his B.S. in Finance from Pepperdine University. Originally from the San Francisco Bay Area, he now lives in Austin with his wife and two dogs. Outside of work, he enjoys golfing, working out, traveling, and following Formula 1.

Jack Higginson

Associate Family Office Director

Jack Higginson

Associate Family Office Director

Jack has built his career on relationships, on sitting across from people, understanding the problem in front of them, and helping them act on it. He has done it first as a top-ranked enterprise software seller, then as a private-bank advisor.

He started in enterprise software, selling marketing, media, and analytics technology to large brands over seven years. In 2023 he moved into wealth management at J.P. Morgan's Private Bank, where he built more than $70 million in client assets in roughly two years.

At the private bank, Jack kept meeting entrepreneurs he wanted to help and could not, capable people still building who did not fit the bank's definition of a client, and he had to send them elsewhere. He joined Ark full-time in January 2026 to serve exactly those families. As an Academy coach and an associate on the family office team, he helps clients see their financial world as it is, define where they want it to go, and map and walk the path between the two.

Jack grew up in Minnesota and has called Austin home since 2016. He is single and close to his father and two sisters. In 2023, the death of his mother, the leader of their family and an entrepreneur in her own right, showed him how much family dynamics shape a legacy and the planning meant to protect it, and it grounds how he works today. Outside the office he is happiest outdoors or with his dog, cooking, at a concert, or traveling, and he stays competitive on the golf course, the padel and tennis courts, and in hunting and fishing. His faith is the foundation of it all, and it shapes a passion for stewardship, for serving others, and for being in community where people sharpen one another.

Administrative

Chris Chapman +

Compliance Officer

Chris Chapman +

Compliance Officer

Chris Chapman’s career has been led by his faith. He is passionate about small businesses and the positive impact they have on communities. After helping run business operations for leadership guru John Maxwell for several years, he asked God, “what would You have for me in my career?” as he contemplated his next move. In discovery of this calling he has dedicated his career to altruism, and specifically, helping clients be better stewards of their own finances so they have the chance to be more generous in their churches and communities. He helped a start-up personal finance company grow from four to thirteen employees over 4 years before joining Ark Financial in 2021.

Helina Craft, CSM, PMP +

Investment Services Coordinator

Helina Craft, CSM, PMP +

Investment Services Coordinator

Helina Craft, PMP, CSM is a Service Coordinator with a strong background in project management and executive support. A 2017 Cum Laude graduate from St. Edward’s University, Helina started her career at Gerson Lehrman Group as a Project Coordinator, eventually joining Ark in 2019 as an Executive Assistant. Currently, as a Service Coordinator in the Registered Investment Advisory (RIA), she manages client requests and transactions as well as insurance placement and servicing in our Life Insurance division. Helina holds Project Management Professional (PMP) and Scrum Master certifications (CSM), demonstrating her capability to manage extensive projects with both structured and agile approaches. Her expertise in these areas enhances her effectiveness in overseeing complex projects and improving client service operations.

Sarah Elston

Office Manager & Executive Assistant to CEO

Sarah Elston

Office Manager & Executive Assistant to CEO

Sarah Elston serves as Executive Assistant and Office Manager at Ark Financial. In her role, she supports founder and CEO David Bull. Sarah also ensures the daily operations of the office run smoothly, contributing to both team efficiency and a positive work environment.

Before joining Ark, Sarah gained deep experience in executive assistance and administration across church ministries and small business settings. Her career has been shaped by a commitment to servant leadership and organizational support—skills that translate seamlessly into the fast-paced, people-first culture at Ark.

Sarah holds a Bachelor of Science in Christian Studies from Dallas Baptist University, where she concentrated in educational ministry. She is originally from Georgetown, Texas.

Outside the office, Sarah is passionate about fitness and personal wellness. She is a Certified Personal Trainer, Certified Nutrition Coach, and Behavioral Change Specialist. She enjoys playing soccer, rock climbing, and running, and approaches both her personal pursuits and professional responsibilities with energy, focus, and discipline.

Key Partnerships

Matt Goff +

Outsourced CIO

Matt Goff +

Outsourced CIO

Matt Goff serves as Ark's outsourced Chief Investment Officer, a role that extends a relationship now approaching a decade. He originally built and led Ark's investment function from the inside, spending nine years as the firm's Chief Investment Officer and establishing its investment philosophy, asset allocation framework, and portfolio construction approach. Today he leads his own investment services firm while remaining a strategic resource to Ark, maintaining its target portfolio models, conducting investment research and manager due diligence, overseeing portfolio implementation and trading, and providing market and economic commentary alongside quarterly investment reporting.

Matt's investment philosophy is anchored in core principles while embracing customization and alternative solutions optimized for each client's objectives rather than arbitrary benchmarks. He brings more than 18 years of experience in portfolio construction, investment research, and wealth management, and holds an MBA in Finance from Thunderbird, The American Graduate School of International Management, and a BS from Texas A&M University.

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