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Our Team
The people behind your plan.
Relationships, not transactions. Behind every Monarch plan is a team that takes the time to understand your goals, supported by the investment, operations, and compliance professionals of Arkadios.
A boutique firm with deep support.
Monarch Capital Advisors is an independent firm, but our clients are never served by us alone. Our advisors are backed by the investment, portfolio management, operations, client service, and compliance professionals of Arkadios. That structure lets us pair the personal attention of an independent boutique with the resources, infrastructure, and oversight of an established platform, so your plan is supported at every level.
Monarch
The Monarch Team
The advisors, relationship management, operations, and marketing professionals who lead and support every client relationship at Monarch, guiding your plan from first conversation through every stage that follows.
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Arkadios Support
Investment & Portfolio Management
Investment and portfolio professionals who support Monarch through our relationship with Arkadios.
(opens in a new tab)Mark Tucker(opens in a new tab)
Senior Portfolio Manager
CFA
Arkadios Capital
View profile at Arkadios Capital(opens in a new tab)
(opens in a new tab)David N. Summers IV(opens in a new tab)
Chief Investment Strategist
CFA
SP Financial Group
View profile at SP Financial Group(opens in a new tab)Arkadios Support
Operations & Client Service
The operations and client service team that supports your accounts behind the scenes, provided through Arkadios.
(opens in a new tab)Claire Marshall(opens in a new tab)
Director of Client Services
Arkadios Capital
View profile at Arkadios Capital(opens in a new tab)Arkadios Support
Compliance
Compliance professionals who help our work meet regulatory standards, provided through Arkadios.
(opens in a new tab)Gary Schwartz(opens in a new tab)
Chief Compliance Officer
Arkadios Capital
View profile at Arkadios Capital(opens in a new tab)
Let's Talk
Let's build something lasting.
Every relationship begins with a conversation. Tell us about your goals, and we'll help you chart a path toward them.