About Us | Three Arch Wealth
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About us

Plan Wisely. Invest Strategically. Build Prosperity. 

Our Journey

When we began Three Arch Wealth, we led with the idea of being relentlessly focused on client service. We knew this priority, combined with our robust suite of wealth management solutions and successful track record, would serve as the cornerstones of our firm.

 

True to the ideals of capitalism, we believe that the best way to build a thriving business is by prioritizing the value and results we provide to our clients. 

 

We’ve carefully built our team by bringing together talented and passionate individuals. Each member looks forward to meeting and supporting you along your investment journey.

OUR ADVISORS

Becky Vasquez Three Arch Wealth Management Advisor Team IFA

Becky Vasquez, CFP®

Founder and Wealth Advisor

Tyler Vasquez Three Arch Wealth Management Advisor Team IFA

Tyler Vasquez, CFP®

Founder and Wealth Advisor

Meet Our Team

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Becky Vasquez, CFP®

Founder and Wealth Advisor

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Tyler Vasquez, CFP®

Founder and Wealth Advisor

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Sunni Allen, AIF®

Client Relationship Manager

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Sasha Childers, CIMA®

Portfolio Manager; Client Services

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Dakoda Smith

Director of Marketing

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Ansley Funes

Operations Assistant

Our Extended Team

These independent professionals support our clients and our team with specialized expertise. They are not employees or affiliates of Three Arch Wealth

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Taylor Bankhead

Tax Planning & Preparation

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Hal Brand

Tax Planning & Preparation

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John Dahlin

Tax Planning & Preparation

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Leslie Daff

Trust & Estate Planning Attorney

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Lauren Doyle

Trust & Estate Planning Attorney

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John Damitz

Medicare Planning Specialist

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Mike McCulley

Mortgage and Lending Specialist

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Chris Mortara

Senior Compliance Officer

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Jose Ceja

Technology and Security Partner

OUR TEAM

Sunni Allen — Three Arch Wealth Management Team

Sunni Allen, AIF®

Client Relationship Manager

Sasha Childers — Three Arch Wealth Management Team

Sasha Childers, CIMA®

Portfolio Manager / Client Services Specialist

Ansley Funes Vasquez — Three Arch Wealth Management Team

Ansley Funes

Operations Assistant

Dakoda Smith

Director of Marketing

In addition to the team pictured above, we have a network of tax, estate, insurance, legal and lending professionals who provide services for our clients. We recommend specific professionals based on who could best help our clients' needs.

Our values

  • Integrity

  • People

  • Velocity

  • Flexibility

  • Vision

  • service

  • Transparency

  • fairness

  • Client Focused

  • Integrity

Plan wisely.  Invest strategically.  Build prosperity.

Plan wisely.  Invest strategically.  Build prosperity.

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