Small Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Small Wealth Management
Team photo for Small Wealth Management

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Advisors

Advisor photo for Joey Small

Joey Small

CRPC, APMA®

Private Wealth Advisor

President of Small Wealth Management
Visit Joey Small's website
Advisor photo for Chris Mc Keown

Chris Mc Keown

APMA®, CRPC

Private Wealth Advisor

Visit Chris Mc Keown's website
Advisor photo for Ryan Bartholomew

Ryan Bartholomew

CFP®, CRPC, APMA®

Private Wealth Advisor

Vice President of Small Wealth Management
Visit Ryan Bartholomew's website
Advisor photo for Kymberlie Reed

Kymberlie Reed

CFP®, MS, CRPC, APMA®, CLTC®, CMFA®, AWMA®, MPAS

Private Wealth Advisor

Visit Kymberlie Reed's website
Advisor photo for Tara Cobb

Tara Cobb

CFP®, BFA, APMA®, CRPC

Financial Advisor

Visit Tara Cobb's website
Advisor photo for Matthew Johnson

Matthew Johnson

MBA, CFP®, APMA®

Financial Advisor

Visit Matthew Johnson's website
Advisor photo for Madeline Orbin

Madeline Orbin

CFP®, AAMS®, APMA®

Financial Advisor

Visit Madeline Orbin's website
Advisor photo for Chad Hasten

Chad Hasten

MS, APMA®

Financial Advisor

Visit Chad Hasten's website


Team

Britany Creek

Britany Creek

Operations Director

Qualifications

  • Financial industry experience since 2008

Roles & Responsibilities

  • Operations Supervision
  • Process Management
  • Team Leadership & Development
  • Performance Monitoring
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Jana Dillon

Jana Dillon

Client Service Specialist

Qualifications

  • Bachelor's Degree in Criminal Justice, University of Arkansas at Little Rock

  • Financial industry experience since 2022

Roles & Responsibilities

  • Trades and money movement
  • Client service
  • Advisor support
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Kirsten Edwards

Kirsten Edwards

Client Service Specialist

Qualifications

  • Bachelor's degree in Liberal Arts from Northeastern State University

  • Financial Industry Experience since 2023

Roles & Responsibilities

  • Trades & Money Movement
  • Client Service
  • Advisor Support
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Stacey Florea

Stacey Florea

Client Service Specialist

Qualifications

  • Bachelor's Degree in Business Management, University of Phoenix

  • Financial industry experience since 2013

Roles & Responsibilities

  • Scheduling
  • Client service
  • Advisor support
  • Notary public
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Jeni Gibson

Jeni Gibson

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelor's Degree in Psychology and Fine Arts, University of Central Arkansas

  • Securities Licenses: Series 7 & 66

  • Financial Industry Experience Since 2017

Roles & Responsibilities

  • Data Collection for Financial Planning
  • Prepares Comprehensive Financial Plans
  • Trades & Money Movement
  • Client Service
  • Advisor Support
  • Notary public
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Michael Higgs

Michael Higgs

Client Service Specialist

Qualifications

  • Financial Industry Experience since 2025

  • Bachelor's Degree in Political Science, University of Arkansas

Roles & Responsibilities

  • Advisor Support
  • Trades and Money Movement
  • Client Service
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Luke Lee

Luke Lee

Client Service Specialist

Qualifications

  • Bachelor's Degree in Finance Management and Investments, University of Arkansas

  • Financial Industry Experience since 2025

Roles & Responsibilities

  • Scheduling
  • Client Service
  • Advisor Support
  • Trades and Money Movement
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Caitlyn Lowther

Caitlyn Lowther

Project Manager,

Marketing Manager

Qualifications

  • Bachelor's degree in Finance, University of Arkansas

  • Financial industry experience since 2019

Roles & Responsibilities

  • Seminars & Events
  • Advertising
  • Social Media
  • Project Planning
  • Project Oversight
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Fran Miceli, CPA

Fran Miceli, CPA

Practice Manager,

Chief Financial Officer of Small Wealth Management

Qualifications

  • Bachelor's Degree in Accounting, University of Connecticut

  • Financial industry experience since 2024

Roles & Responsibilities

  • Team Leadership & Development
  • Financial Reporting
  • Budgeting & Cost Management
  • Financial Strategy & Planning
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Stacy Morris

Stacy Morris

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelor's Degree in Finance, University of Arkansas of Little Rock

  • Securities Licenses: Series 7, 9, 10, 24, 27, 63, & 65

  • Financial industry experience since 1991

Roles & Responsibilities

  • Data Collection for Financial Planning
  • Prepares Comprehensive Financial Plans
  • Trades & Money Movement
  • Client Service
  • Advisor Support
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Hunter Mullings

Hunter Mullings

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelor's Degree in Marketing, University of Central Arkansas

  • Series 7

  • Series 66

Roles & Responsibilities

  • Trades & Money Movement
  • Client Service
  • Advisor Support
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Emily Pratt

Emily Pratt

Paraplanner,

Client Service Specialist

Qualifications

  • BA Business Management, Ramapo College of New Jersey

  • Securities Licenses: Series 7 & 66

  • Financial industry experience since 2000

Roles & Responsibilities

  • Data Collection for Financial Planning
  • Prepares Comprehensive Financial Plans
  • Trades & Money Movement
  • Client service
  • Advisor Support
  • Notary Public
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Boyd Schaefer

Boyd Schaefer

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelor's Degree in Psychology and History, University of Arkansas at Little Rock

  • Master's Degree in Education, Southwestern Seminary

  • Securities Licenses: 7 & 66

  • Financial industry experience since 2019

Roles & Responsibilities

  • Trades & Money Movement
  • Client Service
  • Advisor Support
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Caleb Stokes

Caleb Stokes

Paraplanner,

Client Relationship Specialist

Qualifications

  • Bachelor's Degree in Business Administration, Arkansas Tech University

  • Series 7

  • Series 66

Roles & Responsibilities

  • Scheduling
  • Client Service
  • Advisor Support
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Dylan McDonald

Dylan McDonald

Client Service Specialist

Qualifications

  • Bachelor's Degree in Business Administration, University of the Ozarks

  • Financial Industry Experience since 2025

Roles & Responsibilities

  • Scheduling
  • Client Service
  • Advisor Support
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