About Take Point Wealth Management

Leading You Every Step Of The Way

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where our firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.

As members of the community for several years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.

For more information about our firm and our services, please call. We would enjoy learning more about your goals and dreams.

About Erick J Arnett

Erick and his team are experienced independent investment and tax advisors who have been helping individuals, families, and business owners for over 20 years. They work to help clients pursue their financial goals and work toward financial freedom.

Erick is most proud of his military service and the values, ethics, and principles he learned as a soldier serving his country. He chose the name Take Point Wealth Management to honor fallen comrades and the soldiers and leaders still serving today.

Erick feels a sense of duty to help protect those around him. He and his team believe in helping clients pursue financial freedom by taking point and leading retirees into retirement.

Erick has an extensive background in retirement planning, financial planning, 401(k) analysis, portfolio management, tax planning, asset allocation, trust management, and wealth strategies.

About Jacob Arnett

Jacob is a licensed financial advisor and insurance broker leading the Atlanta branch office. He has extensive experience in financial planning, retirement planning, insurance solutions, and more. Jacob is passionate about helping his clients reach their specific goals.

Before joining the Take Point team, Jacob was a Financial Planner at Henssler Financial, a Registered Investment Advisory firm in Kennesaw, GA with $3 billion under management. Jacob was directly responsible for meeting with new and existing clients, creating financial plans, and actively trading accounts.

Jacob was a professional golfer prior to entering the finance industry. He competed on various tours across the U.S., tallying up multiple wins and top finishes. He was a 3-time All American and 2-time Academic All American at Oglethorpe University, where he graduated with a B.S. in Economics. He currently resides in the Atlanta, GA area with his wife, Hailey.

About Josh Vance

Josh is the newest addition at Take Point as a Service Advisor that specializes in Medicare, life insurance, annuities, and estate planning. He recently graduated from the University of South Florida with a Business Marketing degree in 2022. He is very excited to aid and be of service to existing and potential clients here at Take Point Wealth Management.

Since graduating with his bachelor’s degree, he went on to work for Enterprise Holdings for a year earning #1 in sales amongst all Tampa Bay area employees for two of the months he worked there. Joshua was top 10 consistently in the Tampa Bay area on the sales matrix earning top sales in insurance protections. Josh is also a Marketing and Management Assistant for his family owned company Vance Systems LLC. He assists in updating the company’s current promotional and advertising strategies and works on recruiting and interviewing potential employees.

About Tracy MacLean

Tracy MacLean is a Client Service Manager at Take Point Wealth in Spring Hill, Florida.

In addition, Tracy is also the owner of FLCRAC (Florida Community Resource Action Center). Tracy formed this consulting and administrative support business in 2023 to assist small businesses and nonprofits. One of Tracy’s passions is financial literacy. Tracy provides financial literacy to small businesses and individuals to help her community become financially stable.

Tracy spent 10 years in the Community Development Department within the Banking industry, working for Both PNC and Truist banks. Tracy has extensive knowledge of the Community Reinvestment Act (CRA) and continues to provide connections and support to nonprofits. Tracy holds an FL-Life, Health, and Variable Annuity Insurance license.

Tracy has participated on many boards throughout the West Florida footprint and continues to participate in local community activities.

About Randy Woodruff

Randy serves as a board member for Chapters Health Systems, Brooksville Housing Authority, HPH Hospice and Foundation, Greater Hernando County Chamber of Commerce, HCA-Oak Hill Hospital, Hernando Builders Association, Hernando Progress, Capital City Bank, and has supported countless political candidates at the local, state and national levels over the last twenty years in fundraising efforts and as campaign treasurer.  Randy Woodruff  is a strategic partner of Take Point Wealth Management and serves in a CPA capacity for Suncoast CPA Group.

About Mark DiOrio, CFA

Mark DiOrio works for Brookstone Capital Management as the Chief Investment Officer. In his role, he leads the firm’s investment committee and drives the firm’s investment policy, framework, and portfolio construction methodology. He oversees the portfolio strategy group that provides recommendations on strategic and tactical portfolio design. Mark directs research on external managers and develops internal strategies. He produces and presents content for advisor training, a weekly Market Watch update, and the firm’s quarterly market reports. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University, his BA from Eastern Illinois University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago.