Our Team

Take Flight with Us

"Together, we can assist in helping your practice soar to the next level."

Blue Duck Wealth Management is a financial advisor centered platform designed to help advisors reach their goals without compromising their values. The elite platform is focused on uniting with financial advisors who share the same moral vision towards building their practice.

Meet The Team

  • Frank Akridge

    Frank Akridge Jr, CFP

    President

    Frank is a Texas boy with 16+ years in the comprehensive financial planning arena. He still has financial planning clients, has worked in compliance, and held various "chief..." positions. He is passionate about the...

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    Karen Howard

    Karen Howard

    Chief Operating Officer

    Karen Howard brings over 20 years of experience in business development and operations. Facilitating with the development of two successful startup companies, she is strategic, data driven, and exhibits...

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  • Lauree Williams

    Lauree Williams

    Client Services Director

    Lauree brings over 28 years of business experience to Blue Duck Wealth Management, delivering support to meet the needs and expectations of our clients. As Client Services Director, Lauree works directly with...

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    Lisa  Arrington

    Lisa Arrington

    Chief Compliance Officer

    Lisa as CCO of Blue Duck Wealth Management brings more than 20 years' experience in IT Project Management, System Administration and Accounting. Lisa has strong ethical values, solution focused ideas and thorough...

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Let's talk (800) 250-5930

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