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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Spending plans
  • Risk management
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues

We also can answer your questions, including:

  • Do I have enough life insurance for my family?
  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?

Our experienced professionals have helped many people just like you with similar issues and concerns.

We specialize in creating an approach that is designed to address your individual situation.

Jeff Reeves

LPL Investment Advisor Representative

(479) 876-8595

(866) 876-8615

jeff@summitwealthplans.com

Series 7, 63, & 65 licenses. Jeff graduated from John Brown University & has over 15 years of financial planning experience. His goal is to work one-on-one with each client to develop a plan and implement each stage of the plan...

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Vance Layne

LPL Registered Representative

(479) 876-8595

(866) 876-8615

vance@summitwealthplans.com

Series 7 and 63 licenses - Vance has been a SmartVestor Pro with Dave Ramsey since 2011 and is the longest serving SmartVestor Pro in the Northwest Arkansas area.

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Sonya Cook

Executive Assistant

(479) 876-8595

(866) 876-8615

sonya@summitwealthplans.com

Sonya Cook joined us February 2018. Her goal is to make sure that each advisor has the resources they need to give their very best to every client. She has great follow up skills. She helps schedule appointments, greet clients, and...

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