Small Wealth Management

close

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

View Larger


Advisors

Joey Small

CRPC, APMA®

Private Wealth Advisor

President of Small Wealth Management
Visit Joey Small's website

Ryan Bartholomew

CFP®, CRPC, APMA®

Private Wealth Advisor

Vice President of Small Wealth Management
Visit Ryan Bartholomew's website

Kymberlie Reed

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

Private Wealth Advisor

Visit Kymberlie Reed's website

Tara Cobb

CFP®, APMA®, CRPC

Financial Advisor

Visit Tara Cobb's website

Matthew Johnson

MBA, APMA®

Financial Advisor

Visit Matthew Johnson's website

Madeline Orbin

CFP®, AAMS®, APMA®

Financial Advisor

Visit Madeline Orbin's website

Andrea Smith

APMA®

Financial Advisor

Visit Andrea Smith's website

Chris Mc Keown

APMA®, CRPC

Private Wealth Advisor

Visit Chris Mc Keown's website


Team

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
View more
Britany Creek

Britany Creek

Operations Director

Qualifications

  • Financial industry experience since 2008

Roles & Responsibilities

  • Operations Supervision
  • Process Management
  • Team Leadership & Development
  • Performance Monitoring
View more
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
  • Marketing
  • Advertising
  • Social Media
  • Client service
View more
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
View more
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

  • Certified Public Accountant

Roles & Responsibilities

  • Team Leadership & Development
  • Financial Reporting
  • Budgeting & Cost Management
  • Financial Strategy & Planning
View more
Hunter Mullings

Hunter Mullings

Client Service Specialist

Qualifications

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

  • Financial Industry Experience since 2024

Roles & Responsibilities

  • Trades & Money Movement
  • Client Service
  • Advisor Support
View more
Jack Nash

Jack Nash

Paraplanner,

Client Relationship Specialist

Qualifications

  • Bachelor's Degree in Business Administration, Oral Roberts University

  • Financial Industry Experience since 2023

  • Series 7

  • Series 63

Roles & Responsibilities

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

Luke Lee

Client Relationship 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
View more
Michael Higgs

Michael Higgs

Client Relationship Specialist

Qualifications

  • Financial Industry Experience since 2025

Roles & Responsibilities

  • Advisor Support
  • Trades and Money Movement
  • Client Service
View more
Molly Hand

Molly Hand

Financial Planning Specialist

Qualifications

  • Bachelor's Degree in Mathematics, Louisiana State University

  • Financial Industry Experience since 2023

Roles & Responsibilities

  • Financial Planning
  • Trades and money movement
  • Client Service
  • Advisor Support
View more
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
View more
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
View more