SMALL & ASSOCIATES FINANCIAL

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Joey Small

Joey Small

CRPC®, APMA®

Private Wealth Advisor

President of SMALL & ASSOCIATES FINANCIAL
Visit Joey Small's website
Ryan Bartholomew

Ryan Bartholomew

CFP®, CRPC®, APMA®

Private Wealth Advisor

Vice President of SMALL & ASSOCIATES FINANCIAL
Visit Ryan Bartholomew's website
Chris Mc Keown

Chris Mc Keown

APMA®

Financial Advisor

Vice President of SMALL & ASSOCIATES FINANCIAL
Visit Chris Mc Keown's website
Kymberlie Reed

Kymberlie Reed

CRPC®, APMA®, CLTC®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Kymberlie Reed's website

Team

Emily Pratt

Emily Pratt

Paraplanner,

Client Service Specialist

Qualifications

  • BA Business Management, Human Resources, Ramapo College of New Jersey, 1992
  • Series 7 & 66 Licenses
  • Notary Public
  • Arkansas Insurance License # 3520022

Roles & Responsibilities

  • Gather Financial Plan Data
  • Trades and Money Movement
  • Workflow from Client Meetings
  • Notary Public
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Andrea Smith

Andrea Smith

Paraplanner,

Client Service Specialist

Qualifications

  • Series 7 License
  • Series 63 License
  • Notary Public
  • Financial Industry Experience Over 8 Years

Roles & Responsibilities

  • Gather Financial Plan Data
  • Workflow form Client Meetings
  • Trades and Money Movement
  • Notary Public
  • Marketing and Social Media
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Taylor Priest

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelor's Degree in Zoology/ Pre-Med from Oklahoma State University
  • Series 7 License
  • Series 63 License

Roles & Responsibilities

  • Workflow from Client Meetings
  • Client Engagement
  • Client Service
  • Gather Data for Financial Plans
  • Advisor Support
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Wendy Gregory

Wendy Gregory

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelor's degree in Political Science from University of Tulsa
  • Series 7 License
  • Series 66 License
  • Oklahoma Insurance License
  • Notary Public

Roles & Responsibilities

  • Gather and Update Financial Plan Data
  • Trades and Money Movement
  • Workflow from Client Meetings
  • Client Engagement
  • Advisor Support
  • Notary Public
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Eric Thessing

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelor's Degree in Finance from Arkansas State University
  • Series 7 License

Roles & Responsibilities

  • Workflow from Client meetings
  • Gathering Financial Plan Data
  • Client Engagement
  • Client Service
  • Advisor Support
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Caitlyn Small

Caitlyn Small

Client Service Specialist

Qualifications

  • Bachelors degree in Finance

Roles & Responsibilities

  • Workflow From Client Meetings
  • Client Engagement
  • Gather Financial Plan Data
  • Advisor Support
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Stacey Florea

Stacey Florea

Client Service Coordinator

Qualifications

  • Joined our team in 2013
  • Graduated from The University of Phoenix with a Bachelor's Degree in Business Management
  • Has over 25 years experience serving clients

Roles & Responsibilities

  • Meeting Preparation
  • Client Engagement
  • Workflow From Client Meetings
  • Scheduling
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Shirley Bearden

Shirley Bearden

Client Service Coordinator

Qualifications

  • Financial Industry Experience over 5 years

Roles & Responsibilities

  • Meeting Preparation
  • Client Engagement
  • Scheduling
  • Workflow from Client Meetings
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Pam McPherson

Pam McPherson

Marketing Manager,

Event Planner

Qualifications

  • Customer Service Industry for over 30 Years
  • Financial Services Industry for over 10 Years

Roles & Responsibilities

  • Seminar & Event Planning
  • Client Engagement
  • Scheduling
  • Notary Public
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Britany Creek

Britany Creek

Client Service Specialist

Qualifications

  • Worked in financial industry for over 10 years
  • Notary Public

Roles & Responsibilities

  • Gather Financial Plan Data
  • Workflow From Client Meetings
  • Trades and Money Movement
  • Notary Public
  • Event Planning
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Jim Faryewicz

Jim Faryewicz

Operations Leader

Qualifications

  • BS in Business Administration with a Major in Accounting
  • Over 30 Years of Financial and Operations experience

Roles & Responsibilities

  • Team Management
  • Operations
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