Our Team

Our goal is to deliver a client experience that creates trust in our firm and our process.

My wife, Marcy, and I have two married sons and two grandchildren. We are members of The Bridge Church and contribute our time and resources to various charities and ministries.

Experience: 

• Licensed and serving clients in the securities industry since 1987

Education and Credentials:

• Registered Financial Consultant®
• Chartered Retirement Planning Counselor℠.
• Graduate of the College for Financial Planning
• International Fellowship of Christian Business Men
• FINRA Series 7, 63 Licenses held through LPL Financial
• Life, Accident and Health, Variable Contracts Insurance Licenses
• Series 65 held through 360 Wealth Management, a DBA of Advisor Resource Council, a Registered Investment Advisor

Heather has worked with Kraig McFarland in the financial services industry since 2006. 

Her communication skills and attention to detail allow her to create long lasting client relationships that are built on trust and experience. 

Heather was born and raised in the Tulsa area and received her Associates Degree from Tulsa Community College.

Outside of work, she loves spending time with her family, especially her five nephews. She attends The Assembly Church in Broken Arrow where she has taught the preschoolers class. She loves to travel and has experienced vacations and mission trips to several different countries and across the USA.

I have been dedicated to providing tax preparation and financial planning services since 2000. My career began in Dallas and Frisco, Texas. In 2005, I moved back to Oklahoma. In 2010, I co-founded Burkeen Clagg Bartel CPA’s (BCB) where I served a wide range of clients until 2020. After a decade at BCB, I transitioned to the role of CFO for a start-up that focused on acquiring and managing veterinary practices nationwide. This diverse experience has equipped me with a wealth of knowledge that benefits my clients.

My wife, Carole, is a math teacher in Bixby. We are recent empty nesters as our children, Molly and Tyler, are off to college and starting careers.

Firm Affiliate: 360 Wealth Planners

Brandon earned his degree from Texas Tech University in Lubbock, Texas before starting his career in corporate finance in 2000. It didn’t take long for him to realize that he wanted to make deeper and more meaningful impacts in people’s lives. So, in 2003, he made the shift to personal finance to help families and business owners reach their financial goals.

Because Brandon started his career building a deep knowledge of insurance products, and later shifted to investment management, he’s now equipped with a broad range of subject matter experience. He uses that experience in his role as chief market strategist and as overseer of the Smart360 strategy at ARC, which is built around “Fact Based Investing,” which focuses not on what should, or ought to be—but on what “is.” This means that he makes sure to follow three core tenants: 1. Make no market predictions. 2. Do not require that markets or investors be rational or efficient. 3. Do not remain fully invested, regardless of market circumstances.

All of this expounds on his general view that his job, and the job of the company, is to advocate for his clients, and to treat them the way he’d treat a family member, if they came to him for advice. That trust is of immeasurable value, and he believes his job is to continue to earn that trust every day.

Brandon lives with his wife Linda and their three kids in Farmer’s Branch, Texas. After their third child, Linda finally convinced him to give up his hobby of running around the pool with scissors, but he still loves to fish, scuba dive, grill with the family, and golf. You can spot him on the golf course courtesy of his company branded golf cart. Be sure to say hi—just not during his backswing.

Firm Affiliate: AIQ Asset Management

Jean Paul Lagarde is Chief Investment Officer, co-founder of ARC’s AIQ Asset Management, and the lead portfolio manager on several of the firm’s investment strategies. He also serves as a valuable resource to all ARC advisors and works with the investment committee on risk management, idea generation, investment solution design, and implementation.

Jean Paul has more than 20 years of financial services experience beginning with institutional equity research and sales where he advised hedge funds, mutual funds, and trusts on their equity holdings. He later conducted private investment abroad and then transitioned to the buy-side where he served as a Senior Analyst for a hedge fund/RIA focusing on options and risk management.

Jean Paul graduated from the University of Dallas with a BA in Economics and earned an MBA in Corporate Finance focusing on Investment Analysis.

When he is not in the office, Jean Paul actively participates in various community projects and enjoys cooking, traveling, and experiencing foreign cultures and cuisines.

Nick Moore is ARC’s Senior Trader, working together with the Chief Investment Officer and Senior Portfolio Manager to ensure the best execution for the company and its asset management clients.

 Nick comes to ARC from Artemis Capital Management where he was a member of the Investment Committee and served as Head Trader, overseeing all the firm’s institutional trading activities and counterparty relationships. Before Artemis, Nick started his career at Charles Schwab in various client service roles before transitioning to Schwab’s trading operations team. He brings with him a process-oriented approach to execution that aims to reduce risks, avoid errors, and minimize transaction costs during each trade’s life cycle. Additionally, Nick employs his expertise in exchange-traded derivatives and risk overlays to help the team tactfully adjust their clients’ market exposure when necessary.

Nick believes having a deep focus on a single aspect of the investment process, along with a team that compliments one another, is the key to outperforming the competition. In the industry, it's impossible for one person to fully understand the nuances of every role which is why it’s imperative to chain together a team of people that are top performers in their respective areas.

Nick graduated Magna Cum Laude from Southwestern University in Georgetown, TX with his BA in Business and minor in Economics. He is a CFA charterholder and member of the CFA Society of Dallas/Fort Worth.

When he isn’t in the office, Nick enjoys spending time with his wife, Laura, their 1-year-old son, Elias, and Blue Heeler, Diego. Together they enjoy traveling, eating new foods, and searching for the perfect cortado.

Affiliate Firm: AIQ Asset Management

Michael L. Thomas is a Senior Portfolio Manager and the Director of Research at Advisor Resource Council. He is also a co-founder of ARC AIQ Asset Management which provides investment management solutions for ARC’s advisors. He serves as a valuable resource to all ARC advisors and works with the investment committee on risk management, idea generation, investment solution design, and implementation.

Mr. Thomas has nearly 30 years of financial services experience and joined Advisor Resource Council in 2020 from Falcon Point Capital, LLC where he was a Senior Portfolio Manager and one of the founding partners. Mr. Thomas managed more than $1 billion in assets across both small-cap equity and high yield strategies for some of the top pension funds and asset allocators in the U.S. and in Europe while also working with several smaller pension plans, foundations, endowments, and high net worth individuals.

Prior to joining Falcon Point, he worked as part of a team managing small cap equity strategies for Dresdner RCM Global Investors (now part of Allianz Global Investors). Mr. Thomas also worked as a sell-side research analyst covering various segments of the computer services industry for both Salomon Smith Barney and Montgomery Securities and as a consultant for Andersen Consulting (now known as Accenture).

Mr. Thomas earned a B.A., Magna Cum Laude in Finance from Loyola University in Maryland and an MBA with Honors from Columbia Business School.

Outside of work, Mr. Thomas works with disadvantaged children, spends time with his wife and five sons, and enjoys sports.

We are partnered with Advisor Resource Council. For more information follow this link: https://www.advisorresourcecouncil.com/