meet our team
 
AARON S. ARCHAMBO, CFP®

Investment Advisor Representative, President

aaron@archambofinancial.com

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As the president of Archambo Financial Advisors, Aaron is committed to continuing the excellence and integrity that has defined our firm since the beginning. There are many wonderful aspects to his job, but one of his favorites is the personal opportunity to sit with clients and help them better understand the financial planning process. The ultimate reward is helping clients realize they can achieve their financial planning goals.

Aaron got his start in the business in 1992, after graduating the same year from Southern Nazarene University with a Bachelor of Science degree in Accounting. He continued his education by securing the following licenses:

 

Series 7 – General Securities License (Registered Representative)
Series 63 – Uniform Securities Agent State Law License
Series 65 – Uniform Investment Adviser Law License
Oklahoma Insurance License (Life, Health, & Variable Annuities)

Aaron realized that further education was essential to obtain the knowledge and expertise to be qualified as a financial planner. He pursued and passed the CERTIFIED FINANCIAL PLANNER™ exam in 2011.  Aaron has also been a member of the Financial Planning Association since 2000.

Aaron has been married to Elise since 1996 and they have three children. They live in Bartlesville where they have raised their family. They are active in serving at Bartlesville First Baptist Church and around the community. As a native of Bartlesville, he has been active on many boards and volunteered in several capacities. Since 2007, one of his favorite boards to serve on is The Salvation Army. He has served as Treasurer & Chairman of the Board and currently sits on the Advisory Board. 

 
MARK W. ARCHAMBO, CPA, CFP®

Investment Advisor Representative, Vice-President

mark@archambofinancial.com

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Mark founded Archambo Financial Advisors, Inc. in 2004 and served as the firm’s president from then until 2016. He now serves as our vice-president. His extensive experience dates to 1987, when he first entered the financial advisory business. Mark established the firm on high standards for excellence from which we have not wavered.

He is also an active member of the CPA firm, Stotts, Archambo, Mueggenborg and Barclay, PC. Mark has been a Certified Public Accountant since 1974 and a CERTIFIED FINANCIAL PLANNER™ since 1989. Mark is a member of the Financial Planning Association and American Institute of CPAs.

 

He holds the following licenses:

Series 7 – General Securities License (Registered Representative)
Series 63 – Uniform Securities Agent State Law License
Series 65 – Uniform Investment Adviser Law License
Oklahoma Insurance License (Life, Health, & Variable Annuities)

Mark’s wealth of experience and knowledge help him to excel in helping clients manage their financial planning objectives, including tax management, investment planning and estate planning. His favorite part of the business is meeting with clients and growing relationships.

He and his wife Cathy have been married since 1975 and enjoy a full house whenever their eight children and 16 grandchildren are home.  They enjoy traveling and are active in their church, Hope Presbyterian Church, where Mark currently serves as the treasurer. He is well known in the community, as he has served various organizations as either President or board member, including Bartlesville Rotary, Bartlesville Optimist Club and Bartlesville Jaycees. 

 
DEBORAH E. MUEGGENBORG, CPA

Investment Advisor Representative

debbie@archambofinancial.com

Debbie is an Investment Advisor Representative 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. Debbie has been a Certified Public Accountant since 1989. She feels this brings a broader perspective to her financial planning practice.

Debbie is a member of the Financial Planning Association and American Institute of CPAs.

She holds the following licenses: 

Series 7 Securities License (Registered Representative)

Series 63 Securities License (Oklahoma)

Series 65 Securities License (Registered Investment Advisor)

A long-time supporter and volunteer of the Bartlesville community, Debbie has served on many local boards. Currently she serves as Vice-Chairman of the Bartlesville Community Foundation. She was also past Chairman of the Board and is a Founding Trustee of the Bartlesville Community Foundation. She has served as the President for the Bartlesville Rotary Club, Bartlesville Jaycee Women, Green Country Pilot Club and Bartlesville Chapter of CPAs.  Debbie served a term as Treasurer of Bartlesville Service League and has served as chairman of the Bartlesville Area Chamber of Commerce.  She served as Co-Chairman and Treasurer of both the 2003 and 2007 American Legion World Series Committees.    

Debbie and her husband, Dennis, live in Bartlesville and are proud parents and grandparents.  Being a grandmother to Cate and twins, John and Samantha, brings a fresh perspective to the types of relationships she builds with her clients.  Although her practice is not limited to serving women, she enjoys helping other women take control of their finances and enjoys seeing them become more confident in making financial decisions.  

 
KENNA JENNER

Administrative Client Relations Manager

kenna@archambofinancial.com

Kenna is the Administrative Client Relations Manager for Archambo Financial Advisors, Inc. and has worked with the firm since 2004. When clients would call or come into the office from 2004-2019, she was the friendly voice or smiling face that most would experience. As a result, she developed a special, trusted relationship with almost everyone. Her ability to make clients feel special and important is what distinguishes her most.

 

In July 2019, Kenna was promoted to Administrative Client Relations Manager.  We take pride in her ability to fulfill this new role with professionalism and friendliness. Her eagerness to learn and take a leadership role has been vital to our firm’s progress.  As you get to know her, you will realize she has a sincere care and concern for the well-being of each one of our clients. 

 

Kenna is an active member of the First Church of the Nazarene where she enjoys being involved with Small Groups, as well as serving on the Children’s Ministry Council, Sunday School Board, and as a Third and Fourth grade Sunday school teacher. Kenna has three grown children and one adored granddaughter!  Outside of work, she enjoys gardening, decorating, cooking, and spending time with family and friends. As you get to know Kenna, you will soon discover her love for stickers! She is referred to as the “Sticker Queen” to most who know her well. 

 
CHRISTY THURMAN

Client Relations Assistant

christy@archambofinancial.com

Christy is the Client Relations Assistant for Archambo Financial Advisors, Inc. and is the newest member to the AFA family. While she is also new to the financial services business, her experience in customer service and serving others is impressive. Christy will likely be the first person you speak with at our firm, whether by phone or stopping by the office. She enjoys getting to meet new people, as well as, connecting and building relationships with our existing clients and their families.

Her knowledge of software and technology has brought a fresh perspective to our firm’s day to day practices. She is always eager to learn and enjoys the challenge.

Although Colorado was home for most of her life, Christy has called Bartlesville home since 2010. She is married to Andy and they have two children. Her family keeps her busy. She is usually attending and/or coaching their various athletic activities. She loves spending time with her family, being active, being outdoors, and discovering new places; as well as snuggling up with a good book next to a fire!

Christy and her family attend City Church, where she is active in serving in the kids’ ministry.  She also serves as a member on the Board of Directors for Samaritan Counseling & Growth Center. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark                  logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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310 South Osage Avenue

Bartlesville, OK  74003 

918-336-2222

Office Hours:

Mon - Thurs 8am-5pm

Friday 8am-4pm

Archambo Financial Advisors, Inc. is a Registered Investment Advisor.  Securities Offered Through Dominion Investor Services, Inc

Memember FINRA & SIPC

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