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

Team pic, outside overlooking the Arkansas River
Loren Marshall Ipsen, CFP®, Certified Financial Planner Practitioner™, Ipsen Advisor Group

Loren Marshall Ipsen, CFP®
Certified Financial Planner Practitioner™
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Marshall has over 20 years of experience in the financial planning industry. When he is not working you might find him with his wife and kids or out exploring the Natural State. He enjoys and finds peace in the great outdoors; his favorite activities are hunting, fishing, camping and golf in particular. Marshall also enjoys teaching elementary kids during Sunday School at his church.

Areas of Focus:
Retirement Income Strategies
Estate Planning Strategies
Investments
Small Businesses
Social Security Retirement Benefits
Insurance
Tax Planning Strategies

Amy Ipsen, Ipsen Advisor Group

Amy Ipsen
Chief Compliance Officer | Director of Operations
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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 Chief Compliance Officer and Director of Operations for the team. When not working, Amy enjoys reading, camping, entertaining at home, or relaxing on the lake with family and friends.

Nick Merriweather, Associate Financial Advisor, Ipsen Advisor Group

Nick Merriweather, CFP®
Chief Operations Officer
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Nick, a native Arkansan, has worked with Ipsen Advisor Group since graduating from Henderson State University in 2016. He earned his Certified Financial Planner certification (CFP®) from the Certified Financial Planner Board of Standards in 2023. 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 Lake DeGray State Park Golf Course. Nick also enjoys playing softball, going fishing and just relaxing on Lake Ouachita with family and friends.

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

Alaina Breaux, Ipsen Advisor Group
Alaina Breaux
Administrative Assistant
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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.

Alaina Breaux, Ipsen Advisor Group

James Troxel
Planning Specialist
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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 Tennesse with his wife and partner, Karen, and their two children (currently ages 7 and 4). 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.  

Affiliated Partners

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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