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


Jessie Barnes

Business Administrator

Reach out to one of our committed Ark experts today.


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.