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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business
with residents of the following states: AL, AR, CA, DE, FL, MI, MO, MS, NC, OK, OR, TX

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3606 W Southern Hills Blvd, Ste. 102, Rogers, AR 72758         Ph:  John (479) 657-6166    Chris (479) 657-6196            FAX (479) 633-8013

Planning for the best days of your life!

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We suppose that advertisements about a firm having thousands and thousands of representatives may appeal to some. However, the truth is that your financial life often comes down to your relationship with one, or perhaps a very few individuals...your attorney, your CPA, your investment advisor.

It’s more than numbers with us.  Our goal is to understand  the needs of you and your family. The bottom line is this:  You won’t care how much we know, until you know how much we care.

Take a moment to consider the biographical sketches of our staff. You’ll find people with the experience and understanding to care about your future.


John has worked in the NW Arkansas investment community for many years.

Read John’s full bio here.

Phone John Directly: (479) 657-6166


Makayla is our Branch operations manager as well as an LPL registered sales assistant to John. She also provides the office administration tasks needed by our staff.

Read Makayla’s full bio here.

Phone Makayla Directly: (479) 657-6166

It’s our mission to empower our clients to embrace their financial future with clarity and confidence. We accomplish this by carefully listening to our client’s needs, wants and dreams and then designing a plan and investment strategy with the goal to help get you there.

Our wish is for you to worry less….and enjoy life more


Chris has enjoyed assisting clients with their financial planning needs since 1996.

Read Chris’ full bio here.

Phone Chris Directly (479) 657-6196

Chris' Bio


Cathy oversees the day-to-day business operations and seeks to provide every client with the highest level of customer service.

Read Cathy’s full bio here.

Phone Cathy Directly: (479) 657-6166