Team
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?
Jeff Reeves, CRPC®
LPL Investment Advisor Representative
(866) 876-8615
Series 7, 63, & 65 licenses. Jeff graduated from John Brown University & has over 20 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...
Vance Layne
LPL Registered Representative
(866) 876-8615
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.
Sonya Cook
Executive Assistant
(866) 876-8615
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...