Get To Know Us
ARQ Wealth Advisors has a team of experts who are passionate about helping you achieve your goals. Our team includes Certified Financial Planner™ professionals (CFP®s), Chartered Financial Analysts® (CFA), Retirement Income Certified Professionals ® (RICP), and Accredited Investment Fiduciaries ® (AIF). We’re ready to help you get where you want to go.
Richard Siegel is co-founder and Managing Partner of ARQ Wealth Advisors, LLC. He is a financial advisor with 23 years of asset management and financial planning.View Profile
Greg Yocum is co-founder and Partner of ARQ Wealth Advisors, LLC. He is a financial advisor with 21 years of asset management and financial planning experience.View Profile
James N. Robinson (Jay) is co-founder and Partner of ARQ Wealth Advisors, LLC. He is a Series 65 licensed financial advisor with 16 years of financial industry experience.View Profile
John C. Remm
John is a Partner of ARQ Wealth Advisors, LLC. He is a financial advisor with 20 years of experience in asset management for individuals and major corporations.View Profile
Samuel J. Castaneda, JR. (Sam) is a Wealth Advisor for ARQ Wealth Advisors, LLC. with 13 years of investment management and financial planning experience.View Profile
Joseph C. Gilligan, Jr.
Joseph C. Gilligan, Jr. (Joe) is a Wealth Advisor for ARQ Wealth Advisors, LLC with 23 years of investment management and financial planning experience.View Profile
IT Project Manager
Since the inception of ARQ Wealth in 2008, Melissa’s husband and Managing Partner, Rich Siegel, would continually ask her for help with his firm’s technology support. She has worked behind the scenes on various projects and encouraged the firm to utilize the cloud when choosing their financial applications and technology infrastructure. View Profile
Client Support Specialist
Rachel Mann joined ARQ Wealth Advisors, LLC in early 2017 serving as the firm’s Client Support Specialist. Rachel wears many hats in her role including scheduling client appointments, coordinating events, database management, and serving as a liaison between the firm and its custodian, TD Ameritrade.View Profile