360 WEALTH MANAGEMENT - Key Persons

Job Titles:

• Chief Market Strategist
• Member of the Investment Team

Job Titles:

• Client Service Director
• Director of Client Service

Heather is a highly motivated client service expert, who has worked with Kraig McFarland in the financial services industry for the past 14 years. Her communication skills and attention to detail have allowed her to create long lasting client relationships that are built on trust and experience. As Client Service Director, one of her goals is to make each client feel comfortable and understood. Heather was born and raised in the Tulsa area and received her Associates Degree from Tulsa Community College. Outside of work, she loves spending time with her family, especially her five nephews. She attends The Assembly Church in Broken Arrow where she has taught the preschoolers class. She loves to travel and has experienced vacations and mission trips to several different countries and across the USA.

Job Titles:

• Wealth Advisor

Partnering with Kraig was a natural fit for both of us. The values we find most important in business and life have the same origins from the farming and ranching communities we were raised in. Working with clients, we focus on financial planning and investment management. We take on the role of an empowering coach, listening actively to gather important information. Thoughtful 360-degree analysis allows us to guide clients and effectively motivate them toward their goals. Clients easily connect with me, in part because of my many interests and diverse background in the U.S. Army, studies in journalism, music, finance and economics. Studying the stock market while working for The Vanguard Group and studying at the University of Tulsa inspired my move further in the financial services industry. Most recently, I have served in leadership positions as Senior Wealth Advisor and Managing Director.

Job Titles:

• Chief Investment Officer
• Member of the Investment Team

Job Titles:

• Member of the Investment Team
• Portfolio Manager

Job Titles:

• Member of the Investment Team
• Senior Trader

*Are solely an investment advisor representatives of Advisor Resource Council, a registered investment advisor and not affiliated with LPL Financial.

Job Titles:

• Chief Compliance Officer

Sarah graduated from Baylor University in 2006 and immediately started the novice recruit program at Ameriprise Financial. It took very little time for her peers to realize that she was a rare commodity in the financial services industry because she enjoyed both compliance and operations. By January of 2007 she'd gone from a novice, to a fully licensed (series 7, 66, 4, and 24) Field Compliance Supervisor. She moved into a role as a Regional Risk Supervisor where she used her dynamic skillset to train branch managers to properly conduct compliance supervision. In addition, she both created and provided advisor training, and assumed responsibility for risk mitigation within her region. In 2013 her hard work was rewarded again, as she moved to RBC Wealth Management as Vice President - Administrative Complex Manager where she focused on operations and HR. In 2015 she joined 360 Wealth Management (now ARC) where she combined her compliance, operations, and HR experience into a single role to assume daily operations of the firm. She now leads the firm's compliance and operations team where she shares her passion to create a back office that advisors view not as an obstacle, but as a resource. The Compliance & Operations team views their advisors as their clients, so they aim to provide support that is in their best interest when possible, while always maintaining the primary objective of meeting their fiduciary standard. When Sarah's not in the office, she's probably hanging out with her husband Guy, and their two dogs (Bella and Wrigley) in Richardson, Texas. The couple travels at least once a year to Guy's homeland of the United Kingdom, while mixing at least one other country into the trip (complete with all the great food that comes along with it). Back in the states the two love reading together, cooking, hanging out with friends, and hosting board game nights that combine all three.