Broker Check

Team

The members of our executive team average over 15 years of experience, each with a diverse background and broad range of expertise. Working as a collective firm, we provide well thought-out solutions for our clients. We value each other, our families, our clients and the community. 

 
Peter L. Rowe is a Managing Partner of Arcwood Financial LLC. and President of Sunwest Benefits Consulting, an unaffiliated health benefits firm. Before founding his first firm in 2002, Pete was an employee benefits adviser for GCG...

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Shawn J. West is a Managing Partner of Arcwood Financial LLC. Mr. West holds his Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®) certifications. With over a decade of experience designing retirement...

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Brandon T. Oliver is a Managing Partner of Arcwood Financial LLC. and the Registered Principal with United Planners Financial Services. Brandon currently holds Series 7, 24, 66, and life and health licenses as well as the Accredited...

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Steve Kirkpatrick

Client Relationship Specialist

602-726-6281

602-391-2782

Steve Kirkpatrick joined the Arcwood Financial team November of 2015 in the role of Client Relationship Specialist. Steve will continue our tradition of providing a liaison service that oversees the daily operations of retirement plans...

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Jessica R. Cheney

Senior Client Services Associate

(602) 726-6280

Jessica Cheney leads the strategic client relationship. She brings the client plan design, carrier / provider management, compliance and regulatory solutions. Jessica has worked in the insurance industry exclusively since 1993. She...

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Jessie Guiles

Enrollment and Communications

(602) 726-6280

Jessie Guiles assists our clients with the preparation and distribution of enrollment and communication materials and helps our clients participants with enrollment, billing, and claim management. Jessie joined the team in 2014 from...

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