OpenArc is powered by a team of dedicated professionals who bring deep experience, diverse perspectives, and a shared commitment to serving clients with integrity. Across the firm, our advisors are recognized not only for their credentials and industry honors, but for the trust they’ve earned from individuals, families, and institutions alike. Get to know the people who help make OpenArc’s mission real — one relationship at a time.
We believe people are a company’s most valuable resource.
That’s why our service is built around humans, not systems. We help businesses care for their people in a way that reflects their values.
Full Team
Board of Directors
The OpenArc Board of Directors is committed to delivering thoughtful, relationship-based solutions that help enable our clients to achieve their financial goals and the firm to pursue purpose-driven growth. As stewards of the firm’s mission and vision, the Board provides strategic oversight and guidance, enables fiduciary excellence, while upholding our promise to set the standard for personalized service.
Erik Bjerke, CFP®, CIMA®
Senior Managing Partner, Senior Wealth Management Advisor
Jeff Crowell, CIMA®, C(k)P®
Managing Partner, Corporate Strategy
Emily G. Fletcher
Managing Partner, Chief Operating Officer
James R. Kaufman, CRPC™
Managing Partner, Senior Wealth Management Advisor
Kevin W. Higginbotham
Managing Partner, Senior Wealth Management Advisor