WHO WE ARE

The financial advisors at Archambo Financial Advisors have been providing financial planning and advisory services successfully since 1987. The advisors at Archambo Financial Advisors have a combined experience of over 60 years in the financial services industry.

 

Being long-time Bartlesville residents, we are active in various capacities with church and community affairs, many in leadership positions. Archambo Financial Advisors is strongly committed to the Bartlesville economy and we have made a significant investment in the downtown district.

 

But what really tells the story of Archambo Financial Advisors and who we are is our clients. The advisors at Archambo Financial Advisors have assisted hundreds of clients throughout the years  to set financial goals, implement financial plans and monitor progress toward those goals and objectives. Our commitment is to work with you in reaching those financial goals

BEYOND THE BASICS

Many believe that you must utilize a “big name” investment firm to get sound financial advice. We don’t believe that is true. Modern technology has leveled the playing field to enable smaller firms to offer the same services and expertise as the “big names.” Archambo Financial Advisors is more than just an investment firm. Although investment management is an important part of what we provide, our advisory services encompass all areas of your financial life. You deserve personal attention and an objective voice of reason when making financial decisions.

MEET OUR TEAM

Mark W. Archambo

Vice-President

mark@archambofinancial.com

Mark is vice-president of Archambo Financial Advisors, Inc. and has been involved in the financial advisory business since 1987.  He is also an active member of the CPA firm, Stotts, Archambo, Mueggenborg and Barclay, PC.   Mr. Archambo has been a Certified Public Accountant since 1974 and a CERTIFIED FINANCIAL PLANNER™ since 1989.

 

Mark is currently the president  of the Bartlesville Rotary Club and treasurer of his church. He has served many local organizations as an officer or board member over the years.

Aaron S. Archambo

President

aaron@archambofinancial.com

Aaron is president of Archambo Financial Advisors, Inc. and has been involved in the financial advisory business since 1992.    In addition to his administrative duties, Aaron continues to grow his advisory clientele, with an emphasis on investment management and retirement planning.

 

Aaron is a CERTIFIED FINANCIAL PLANNER™ and is a member of the Financial Planning Association.  He holds a Series 7 Securities license (Registered Representative), Series 63 Securities license (Oklahoma), Series 65 Securities license (Registered Investment Advisor) and Life, Health, & Variable Insurance license (Oklahoma).  He graduated with a Bachelor of Science degree in Accounting in 1992 from Southern Nazarene University.

Debbie Mueggenborg

Financial Advisor

debbie@archambofinancial.com

Debbie is a financial advisor with Archambo Financial Advisors, Inc. and has been involved in the financial advisory business since 2002.  She is one of the founding partners of the CPA firm, Stotts, Archambo, Mueggenborg and Barclay, PC.  Mrs. Mueggenborg has been a Certified Public Accountant since 1989.

 

Debbie is a member of the Financial Planning Association and American Institute of CPA's.  She holds a Series 7 Securities license (Registered Representative), Series 63 Securities license (Oklahoma), and Series 65 Securities license (Registered Investment Advisor).

 

Debbie is Chairman of the Board and a founding trustee of the Bartlesville Community Foundation, past president of the Bartlesville Rotary Club, Bartlesville Jaycee Women, Green Country Pilot Club and Bartlesville Chapter of CPAs.  She  served a term as treasurer of Bartlesville Service League and was chairman of the Bartlesville Area Chamber of Commerce.  She served as treasurer of the 2003 American Legion World Series Committee and co-chairman of the 2007 American Legion World Series.

 

Debbie and her husband, Dennis, live in Bartlesville and have two grown children; Greg and Jeff and his wife, Tess.  Greg has blessed her with two adorable twin grandchildren, John and Samantha.

 

 

Penny Williams

Administrative Client Relations Manager

penny@archambofinancial.com

Penny is the Administrative Client Relations Manager for Archambo Financial Advisors, Inc. and has worked in the financial advisory business since 1987.  During her tenure, the industry has seen many changes, but she continues to make sure our firm is always ahead of the curve.  Most of our clients know Penny as the backbone of our back office operations.  Her wealth of knowledge, attention to detail and consistency are what make her such a vital asset to our firm.  She plays a vital role in distinguishing our company from the others.

 

Penny is an active member of the Green Country Pilot Club.

Kenna Jenner

Client Relations Assistant

kenna@archambofinancial.com

Kenna is the Client Relations Assistant for Archambo Financial Advisors, Inc. and has worked in the financial advisory business since 2004.  Kenna is usually the first contact most make with our firm as they call in or drop by the office.  We take great pride in her ability to fulfill this role with professionalism and friendliness.  As a result, Kenna has developed a special, trusted relationship with our clients.

 

Kenna wears many hats as her duties require her to complete many tasks.  Her eagerness to learn and take a leadership role has been vital to our firm's progress.  As you get to know Kenna, you will realize she has a sincere care and concern for the well-being of each and every one of our clients.

 

Kenna is an active member of the First Church of the Nazerene where she enjoys being involved with children's ministries.

Contact Info

Quick Links

Newsletter

918-336-2222

The full range of services offered at Archambo Financial Advisors are designed to meet your financial advisory needs today, tomorrow and well into the future. Archambo Financial Advisors can lead you through the many financial stages of your life.

310 S. Osage

Bartlesville, OK   74003

Fax: 918-336-2214

aaron@archambofinancial.com

Securities Offered Through Dominion Investor Services, Inc

Member FINRA and SIPC

 

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