Our Team

Little Rock Team

Matt Jones, JD, CFP®

President

Jason Prather, JD, LLM

Managing Principal

Keith Krueger

Chief Financial Officer; Chief Operating Officer

Morgan Sizer, CAIA

Chief Investment Officer

Jessica Sorg, FALU, ALMI, ACS

Vice President - Life Insurance Operations

Jay Strickland, CFP®

Senior Wealth Advisor

Kevin Clark, CFP®

Wealth Advisor

Greg Young, CLU, ChFC

Wealth Advisor

Wes A. Zwiegers, CPA

Senior 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

Congratulations Jessica Sorg

We are proud to annouce that Jessica Sorg, who has been a vital member of the firm for over 20 years, has been promoted to Vice President – Operations & Administration; Director – Life Underwriting.

See Jessica’s Bio here.

Jessica Sorg