With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Advisors

Advisor photo for John H Stearns

John H Stearns

CRC®, APMA, CRPC

Private Wealth Advisor

Visit John H Stearns's website
Advisor photo for Scott Sutherland

Scott Sutherland

CRPC, APMA

Associate Financial Advisor

Visit Scott Sutherland's website


Team

Susannah Stearns

Susannah Stearns

Practice Manager,

Marketing Specialist

Qualifications

  • BS Accounting from Arkansas State University

  • 25+ years of Marketing experience

  • 20+ years Financial Services Industry experience

  • 5 years Accounting Services Industry experience

Roles & Responsibilities

  • Operations
  • Relationship Management Systems
  • Client Experience
  • Marketing Materials Creation
  • HR, Payroll, & Benefits
  • Social Media & Website Content
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Nora Rodriguez

Nora Rodriguez

Client Service Specialist

Qualifications

  • 3+ Years of Financial Services Industry experience

  • 30+ years of Legal Field experience

  • 7 years of Oil & Gas Industry experience

  • Notary Public

Roles & Responsibilities

  • Meeting Preparation
  • Client Engagement
  • Workflow from Client Meeting
  • Gather Client Data
  • Generate Summary Letters
  • Money Movement
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Elizabeth Villarreal

Elizabeth Villarreal

Administrative Assistant

Seja Haque

Seja Haque

Operations Specialist

Qualifications

  • BBA from the McCombs School of Business

  • 3+ years of Accounting Industry experience

  • 5+ years of Customer Service experience

Roles & Responsibilities

  • Operations
  • Compliance Adherance
  • Client Experience
  • Systems and Administrative Processing
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Zachary Rabe

Zachary Rabe

Client Service Specialist

Qualifications

  • BA in Finance from Indiana Wesleyan University

  • MBA from Reinhardt University

Roles & Responsibilities

  • Meeting Preparation
  • Gather Client Data
  • Generate Summary Letters
  • Money Movement
  • Workflows
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Valerie Burns

Valerie Burns

Client Service Manager

Qualifications

  • 23 Years of Financial and Investment Services Industry experience

  • 10 Years of Banking Industry experience

Roles & Responsibilities

  • Client Engagement
  • Meeting Preparation
  • Money Movement and Client Data Processing
  • Worklows from Client Meetings
  • Client Service Management
  • Estate Processing
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