Meet the Team
Meet The
Financial Ark Team
Our core management team is comprised of a group of skilled professionals with a broad base of education and experience. Together, our team has one simple focus to serving you better each day.
Jeff Socha
Senior Advisor & Partner
David Bull
Director of Operations & Partner
Matt Goff
Chief Investment Advisor
Amanda Villarreal
Client Success & Marketing
Jonathan Billiot
Paraplanner
Jessie Barnes
Business Administrator
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as legal advice. Please consult legal professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.