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Meet Our Team

The people behind the work

Every Arrowroot relationship runs through a senior advisor with a concentrated book. We are with you for the long view, growing and expanding our relationship as your needs evolve.

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Redondo Beach, CA
Rob Santos
CEO
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El Dorado Hills, CA
Cassandra Barry
Managing Director
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Gig Harbor, WA
Crystal McMahon, CFP®, EA
Managing Director
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Stockholm, Sweden
David Khoury, CFA
Managing Director
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Denver, CO
Irene Apergis
COO
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Charlottesville, VA
Mark McCarron, CFP®, EA
Partner, Managing Director
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Rochester Hills, MI
Matt McEwen, AIF®
Vice President
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El Dorado Hills, CA
Mike Knittel
Portfolio Manager
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Rochester Hills, MI
Rachel Young
Operations Assistant
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Rochester Hills, MI
Sara Frazier, CFP®
Vice President, Wealth Advisor and Financial Planner
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Rochester Hills, MI
Sydney Craig
Operations Manager
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Rochester Hills, MI
Diane Young, AIF®
Partner, Managing Director
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Let’s get started

Tell us where you are, where you're headed, and what you're working with. We'll help you get there.

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Our Practices:
Arrowroot Family OfficeArrowroot Wealth AdvisorsArrowroot Business Advisors
Contact us:
833 224 2249
Office Locations:
Marina del Rey, CARedondo Beach, CACharlottesville, VARochester Hills, MIGig Harbor, WAEl Dorado Hills, CA
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Arrowroot Advisors, Arrowroot Wealth Advisors, and Arrowroot Business Advisors are trade names (d/b/a) of Arrowroot Family Office, LLC ("Arrowroot"), an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. All investment advisory and investment management services described on this website are provided by Arrowroot Family Office, LLC. The content of this website is provided for informational and educational purposes only. It does not constitute investment, legal, tax,or accounting advice, and it is not a solicitation or recommendation to buy or sell any security or to adopt any investment strategy. Nothing on this site is tailored to the objectives, financial situation, or particular needs of any individual. Please consult your financial adviser, tax professional, and legal counsel before implementing any strategy discussed here. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No portion of this website should be construed as a guarantee, promise, or prediction of future investment performance. Hypothetical illustrations produced by tools on this site are educational, depend on the assumptions entered, and do not reflect actual client results. Certain services offered under the Arrowroot Wealth Advisors and Arrowroot Business Advisors names, including business consulting,outsourced CFO services, mergers and acquisitions advisory, professional tax support services, and financial education, are not investment advisory services. These services are provided under separate written agreements and fee schedules.

Advisory services are offered only in jurisdictions where Arrowroot Family Office, LLC is notice-filed or exempt from notice-filing requirements. Arrowroot’s Form ADV Part 2A and Part 2B brochures and Form ADV Part 3 (Form CRS) are available below, at https://adviserinfo.sec.gov/firm/summary/168744,or upon request from Rob Santos, Chief Compliance Officer, at (833) 224-2249. 

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. AIF® is a registered mark of Broadridge Fi360 Solutions.
Disclosures
ADV Part 2A/Part 2B Privacy PolicyADV Part 3 (Form CRS)Privacy PolicyTerms and ConditionsWeb Accessibility
Compliance inquiries: arrowroot_compliance@iqeq.com
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