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Who We Are
Core Values
Our Team
Who We Serve
What We Do
Financial Planning
Asset Management
Business Succession and Exit Planning
Legacy and Multi-Generational Planning
Complex Life Insurance Solutions
Legacy News and Insights
Newsroom
Wealthscapes
Insights
Legacy Videos and Commentary
Join Our Team
Contact Us
Our Team
Little Rock Team
Northwest Arkansas 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
Nickole Diaz
Director of Accounting
Jay Strickland, CFP®
Senior Wealth Advisor
Kevin Clark
Wealth Advisor
Greg Young, CLU, ChFC
Wealth Advisor
Wes A. Zwiegers, CPA
Senior Wealth Advisor
Lauren Young
Licensed Client Relationship Specialist
Jessica Heath Scott
Licensed Client Relationship Specialist
Preston Edwards
Financial Analyst
Casey Wheeler, ACS, ALMI
Client Relationship Specialist
Anita Shuptrine
Receptionist
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
