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AMY and MARSHALL IPSEN
Loren “Marshall” Ipsen and his wife, Amy Ipsen, stand at the helm of Ipsen Advisor Group, a Little Rock-based team of financial professionals who believe that more is accomplished together than alone.
Each has been in the financial services industry for more than 20 years, the majority of that time working together. They connected in 2004 through mutual connections in the industry. Marshall ran his own Ameriprise Financial franchise from 2001 through 2020, and Amy worked at another firm in Little Rock. They were married in 2008, already raising three kids, and last year launched their own RIA, Ipsen Advisor Group.
Marshall is a Certified Financial Planner Practi- tioner™ and is the firm’s lead advisor, Amy says. He focuses more on client relationships and investment management, specializing in working with small business owners and families looking for multigenerational planning, while she handles compliance, financial planning, client events and office administration.
“The pandemic forced us to take a long look at what we were doing, and like many, we decided the status quo wasn’t the best fit anymore. We ultimately recognized the benefits, to us and our clients, of being more independent outweighed the risks,” Amy said. “For me, the best part of working with my spouse is that our business and personal interests are aligned. We are supporting each other as we work towards the goals we have for our firm and our family.”