Who we are

Our Team

Ipsen Advisor Group is a Little Rock-based team of financial professionals who believe we can accomplish more together than we can alone. Working as a team, we endeavor to provide solutions to the financial issues you face. This kind of work is deeply personal. But achieving what you truly hope to accomplish financially in life requires genuine communication, valued relationships and professional advice you can trust

Loren Marshall Ipsen, CFP®, Certified Financial Planner Practitioner™, Ipsen Advisor Group

Loren Marshall Ipsen, CFP®
Certified Financial Planner Practitioner™
Marshall@ipsenag.com

Marshall has almost 20 years of experience in the financial planning industry. When he is not working, you will find him with his wife, sons and daughters or leading elementary kids in Sunday School at his church. He also enjoys the great outdoors and hunting, fishing, camping and golf.

Areas of Focus:
Retirement Income Strategies
Estate Planning Strategies
Investments
Small Business
Social Security Retirement Benefits
Saving for Education
Insurance
Tax Planning Strategies

Nick Merriweather, Associate Financial Advisor, Ipsen Advisor Group

Nick Merriweather
Associate Financial Advisor
Nick@ipsenag.com

Nick, a native Arkansan, has worked with Ipsen Advisor Group after graduating from Henderson State University in 2016. Nick enjoys watching Razorback athletics including football, baseball and basketball – Woo Pig Sooie! In his free time, he also enjoys playing golf at the Hot Springs Village courses or the DeGray Golf Course. Nick also enjoys fishing and relaxing on Lake Ouachita with family and friends.

Areas of Focus:
Sustainable and responsible Investing
Saving for education
Cash flow management strategies

Nick Merriweather, Associate Financial Advisor, Ipsen Advisor Group

Miles Johnson
Miles@ipsenag.com

Miles became a financial advisor in 2018 and is working on his Certified Financial Planner (CFP®) credentials. He was exposed to investing and the need for appropriate risk management strategies at a young age through a tumultuous experience with his father’s venture capital firm. Miles is making a difference in client lives by leveraging his experience and knowledge to guide them as they define, then achieve, their goals. He joined Ipsen Advisor Group in 2021 to bring the team’s experience and expertise to support both him and clients. Away from the office, Miles spends time with his wife and two children. They enjoy an active outdoor lifestyle full of lakeside activities and hiking. Miles is also an avid golfer, reader, and most importantly, Chicago Cubs fan.

 

Amy Ipsen, Ipsen Advisor Group

Amy Ipsen
Operations Manager/Paraplanner
Amy@ipsenag.com

Amy launched her career in the financial services industry in 2002. She has explored several different roles over the years, working with both clients and other financial advisors and their staff. Amy is currently putting her management, technology and compliance experience to use as the operations manager for the team. Amy’s knowledge of the financial planning process and her proficiency with planning tools also keep her involved in supporting the financial planning relationship with clients.

Randy Price, CFP®, CRPC®, Ipsen Advisor Group

Randy Price, CFP®, CRPC®
Planning Consultant
Randy@ipsenag.com

Randy became a financial advisor in 1987 and joined Ipsen Advisor Group in 2013. In the summer of 2020, he transitioned into a consulting role as the next step towards full retirement. Although he is not working in the office as much as he used to, he is still available for calls and meetings to assist both clients and the team as needed.

Alaina Breaux, Ipsen Advisor Group

Alaina Breaux
Administrative Assistant
Alaina@ipsenag.com

Alaina’s smiling face will greet you as you enter the office, and her cheerful voice is likely the first you hear when you call our office. She joined our team in the fall of 2019 and quickly became an essential part of the team. Alaina manages the calendars for the advisors and works hard to keep the flow of information – between advisors, staff, and clients – uninterrupted.

“Coming together is a beginning.
Keeping together is a process.
Working together is success.”

– Henry Ford

Affiliated Partners

A nationwide industry leader in the Registered Investment Advisor space, Sowell Management was formed in 1995, and is a pioneer of fee-based fiduciary services. 

Fidelity is the largest privately-owned investment firm in the US. Being a family-held company allows them to be proactive and responsive.

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Ipsen Advisor Group

2228 Cottondale Lane, Ste 150
Little Rock, AR 72202-2058

O: 501.614.4700
F: 501.588.2119
TF: 888.285.6892

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We don’t just work with clients as individuals, we work with people traveling the road of life – with unique families, passions, interests and dreams. Yes, we manage wealth and help plan for a successful retirement, but we know there will be times in your life where you’ll need or want to spend your savings. And we help with that, too. We consider ourselves your partners in not only your financial journey, but your life journey as well. Located in Little Rock, Arkansas.

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