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

Marshall is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Ipsen Advisor Group. He is committed to helping individuals, families, and business owners make informed decisions to pursue long-term financial security. Marshall’s client-focused approach is clear as he works closely with each individual to understand their unique goals then develop tailored and appropriate strategies.

With over 20 years of experience in investment planning, wealth management, retirement strategies, and risk management, Marshall provides comprehensive advice tailored to each client’s needs and long-term goals. He takes pride in simplifying complex financial concepts, so clients feel informed and confident in their decisions. With both securities and insurance licenses, he can offer a wide range of strategies to balance growth opportunities with protection against life’s uncertainties.

Marshall’s commitment to professionalism and integrity ensures that every recommendation is made with his clients’ best interests at heart. Ipsen Advisor Group emphasizes transparency, trust, and ongoing collaboration to ensure strategies adapt as life and markets change. Marshall strives not only to manage assets, but also to provide clarity, direction, and peace of mind through every stage of life. Whether planning for retirement, funding education, or navigating life transitions, Marshall provides the guidance and support needed for clients to move forward with confidence. When not working with clients, Marshall enjoys being out in nature. You can find him on the golf course, camping in his motorhome, on the boat with his family at the lake, or sitting in a duck blind.

Areas of Focus:
Holistic Financial Planning
Generational Wealth Transfer Strategies
Business Strategy for Entrepreneurs
Business Founder Transition & Legacy Planning
Insurance
Tax Planning Strategies

Amy Ipsen
Chief Compliance Officer | Director of Operations
Amy@ipsenag.com

Amy launched her career in the financial services industry in 2002 and has built a broad foundation through experience in multiple roles across planning, advice, operations, and compliance. Over the years, she has worked closely with clients, as well as financial advisors and their teams, giving her a well-rounded perspective on both the client experience and the internal operations that support it.

Today, Amy serves as Chief Compliance Officer and Director of Operations, where she brings together her expertise in management, technology, marketing, and compliance to support the firm’s mission and help guide the daily operations for long-term effectiveness. Her thoughtful, detail-oriented approach helps keep the team focused, efficient, and aligned with best practices.

Outside of work, Amy enjoys reading, camping, entertaining at home, and relaxing on the lake with family and friends.

Nick Merriweather, CFP^®
Chief Operations Officer
Nick@ipsenag.com

Nick, a native Arkansan, has worked with Ipsen Advisor Group since graduating from Henderson State University in 2016 and is now a CERTIFIED FINANCIAL PLANNER™ professional. Nick is dedicated to helping clients build, protect, and sustain wealth through every stage of life.

Nick works closely with emerging professionals and rising leaders who are navigating the early stages of their careers. He collaborates with clients to design investment strategies, manage financial obligations, navigate debt, and lay the groundwork for lasting retirement security. At the same time, Nick partners with families, established professionals, and retirees to address more complex needs, including wealth transfer, retirement income planning, and legacy strategies. His experience allows him to connect with multiple generations of a family, providing continuity and a coordinated approach to long-term financial goals.

Nick utilizes a wide range of strategies designed to balance growth opportunities with long-term stability. He takes pride in simplifying complex financial concepts and delivering clear, personalized advice that empowers clients to make informed decisions with confidence.

Nick’s client-first philosophy emphasizes professionalism, transparency, and trust. He views financial planning as an ongoing relationship, ensuring strategies adapt as careers evolve, families grow, and markets change. Whether helping a young professional build a foundation, guiding an established family through the complexities of wealth management, or supporting retirees in creating sustainable income, Nick is committed to providing the clarity and direction needed to move forward with purpose and peace of mind. When Nick isn’t working with clients you can find him relaxing in Hot Springs, taking advantage of the many golf courses and lakes available there to unwind from the office, or watching Razorback athletics – Woo Pig Sooie!

Areas of Focus:
Impact investing focused on individual values
Education Planning
Estate Planning
Social Security and Medicare Strategies
Cash flow management options 

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. Away from the office, Alaina enjoys spending time with her son and the rest of her family.

James Troxel
Planning Specialist
James@ipsenag.com

James joined the firm in 2023 as a planning specialist. James received graduate degrees from the University of Illinois and the University of Oklahoma. He spent 17 years guiding collegiate student-athletes as they worked towards academic and career goals; James has spent his professional career helping others achieve personal success by planning for the future. He lives in Tennessee with his wife and partner, Karen, and their two young children. He enjoys coaching youth sports and spending time with the family on weekend excursions. James is an avid sports fan and connoisseur of epic books, television, and movies; he enjoys these things most when sharing them with his family.