Our Team

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.

Executive Team

Managing Partner

Rich Siegel

CFP®
Richard Siegel is co-founder and Managing Partner of ARQ Wealth Advisors, LLC. He is a financial advisor with 21 years of asset management and financial planning.
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Partner

Greg Yocum

CFP® AIF®
Greg Yocum is co-founder and Partner of ARQ Wealth Advisors, LLC. He is a financial advisor with 19 years of asset management and financial planning experience.
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Partner

James Robinson

RICP® AIF®
James N. Robinson (Jay) is co-founder and Partner of ARQ Wealth Advisors, LLC. He is a Series 65 licensed financial advisor with 14 years of financial industry.
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Partner

John C. Remm

CFA CFP®
John is a Partner of ARQ Wealth Advisors, LLC. He is a financial advisor with 18 years of experience in asset management for individuals and major corporations.
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Support Specialists

IT Project Manager

Melissa Siegel

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.
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Client Support Specialist

Rachel Nelson

Rachel Nelson 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 liaison between the firm and its custodian, TD Ameritrade.
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