Our Team

Little Rock Team

Matt Jones, JD, CFP®

Partner, President

Jason Prather, JD, LLM

Partner, Managing Principal

Keith Krueger

Chief Financial Officer; Chief Operating Officer

Morgan Sizer, CAIA

Partner, Chief Investment Officer

Jessica Sorg, FALU, ALMI, ACS

Vice President - Life Insurance Operations

Jay Strickland, CFP®

Partner, Senior Wealth Advisor

Wes A. Zwiegers, CPA

Partner, Senior Wealth Advisor

Kevin Clark, CFP®

Wealth Advisor

Greg Young, CLU, ChFC

Wealth Advisor

Lauren Young

Licensed Client Relationship Specialist; Director of Operations

Jessica Heath Scott

Licensed Client Relationship Specialist; Director of Marketing

Preston Edwards

Wealth Advisor; Financial Analyst

Casey Wheeler, ACS, ALMI

Client Relationship Specialist

Anita Shuptrine

Receptionist

Natalie Riggs

Client Relationship Specialist

Northwest Arkansas Team

Brian Wood, CFA

Managing Partner, Northwest Arkansas; Senior Wealth Advisor

Mike Peebles, CFA

Partner, Northwest Arkansas; Senior Wealth Advisor

Matthew Koll, CFP®, CTFA

Senior Wealth Advisor

DeAnn Gann, CFP®

Licensed Client Relationship Specialist

Brittani Barou

Client Relationship Specialist

Josh Putnam

Senior Wealth Advisor

Riley Jones

Financial Analyst