Arrin Simpson is a seasoned financial advisor serving corporate executives, business owners, and high-net-worth individuals who demand sophisticated, integrated wealth strategies. With nearly a decade of experience in financial services, she specializes in the complex financial decisions that define career transitions, liquidity events, and long-term wealth preservation.

 

Arrin holds an MBA from Indiana Wesleyan UUniversity and the Retirement Income Certified Professional® (RICP®) designation. Her areas of focus include executive compensation planning, ESOPs, equity events, tax-efficient wealth transfer, business succession, and retirement income strategies — delivering the kind of precision and discretion that executives expect.

 

Based in Dallas, Arrin serves clients who have worked hard to build significant wealth and are equally serious about protecting and growing it.