Meet the Arrivity Team

At Arrivity, you’ll work with an experienced financial planner or CERTIFIED FINANCIAL PLANNER™ professional who’s dedicated to you and backed by the expertise of our entire team. We come from diverse backgrounds and love to work with people from all walks of life. Learn more about us here.

Nancy Dienes, CFP®, MBA
Nancy Dienes, CFP®, MBAPrincipal / Financial Planner
Ralph 'Ted' White, CFP®
Ralph 'Ted' White, CFP®Principal / Financial Planner
Holly Davis, CFP®, CPA
Holly Davis, CFP®, CPAFinancial Planner
Sandra Jones, CFP®, CIMA®
Sandra Jones, CFP®, CIMA®Financial Planner
Jonathan Coleman, CFP®, CFA®
Jonathan Coleman, CFP®, CFA®Financial Planner
Tara 'Jamie' Clark
Tara 'Jamie' ClarkFinancial Planner
Anne Marie Consentino
Anne Marie ConsentinoAssociate Financial Planner
Craig McCook
Craig McCookAssociate Financial Planner
John Goddard
John GoddardFounder (Retired)
Fee Structure

FIND OUT HOW OUR FEE STRUCTURE WORKS

We have several fee structures to suit your needs.
Fee Structure