SMALL & ASSOCIATES FINANCIAL

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for SMALL & ASSOCIATES FINANCIAL
Team photo for SMALL & ASSOCIATES FINANCIAL

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Advisors

Advisor photo for Joey Small

Joey Small

CRPC, APMA

Private Wealth Advisor

President of SMALL & ASSOCIATES FINANCIAL
Visit Joey Small's website
Advisor photo for Chris Mc Keown

Chris Mc Keown

APMA, CRPC

Private Wealth Advisor

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

Kymberlie Reed

CRPC, APMA, CLTC®, CMFA®

Financial Advisor

Visit Kymberlie Reed's website
Advisor photo for Tara Cobb

Tara Cobb

APMA, CRPC

Financial Advisor

Visit Tara Cobb's website
Advisor photo for Taylor Priest

Taylor Priest

APMA

Financial Advisor

Visit Taylor Priest's website


Team

Emily Pratt

Emily Pratt

Paraplanner,

Client Service Specialist

Qualifications

  • B.A Business Managment, Ramapo College of New Jersey

  • Series 7

  • Series 66

  • Financial industry experience since 2000

  • 2009 Winner of Hot Springs Village Chamber of Commerce Customer Service/People Development Award

Roles & Responsibilities

  • Prepares comprehensive financial plans
  • Trades and money movement
  • Client service
  • Advisor support
  • Notary public
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Stacy Morris

Stacy Morris

Paraplanner,

Client Service Specialist

Qualifications

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

  • Series 7

  • Series 66

  • Financial industry experience since 1991

Roles & Responsibilities

  • Prepares comprehensive financial plans
  • Trades and money movement
  • Advisor support
  • Client service
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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

  • Series 7
  • Series 66
  • Financial industry experience since 2017

Roles & Responsibilities

  • Prepares comprehensive financial plans
  • Trades and money movement
  • Client service
  • Advisor support
  • Notary public
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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
  • Advisor support
  • Client service
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Shaina Erwin

Shaina Erwin

Client Service Specialist

Qualifications

  • Bachelor's Degree in Music Performance and Minor in Literature, University of Arkansas at Little Rock

  • Financial industry experience since 2014

Roles & Responsibilities

  • Trades and money movement
  • Advisor support
  • Client service
  • Social media
  • Staff supervision
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Andrea Smith

Andrea Smith

Paraplanner,

Client Service Specialist

Qualifications

  • Associate of Science degree in Law Enforcement from the University of Arkansas at Little Rock

  • Financial industry experience since 2012

  • Series 7

  • Series 63

Roles & Responsibilities

  • Prepares comprehensive financial plans
  • Trades and money movement
  • Client service
  • Advisor support
  • Notary public
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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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Robert Cole

Robert Cole

Client Service Coordinator

Qualifications

  • Ba in Political Science, University of Arkansas at Little Rock

Roles & Responsibilities

  • Scheduling
  • Client Service
  • Advisor Support
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Caitlyn Lowther

Caitlyn Lowther

Marketing Manager

Qualifications

  • Bachelor's degree in Finance, University of Arkansas

  • Financial industry experience since 2019

Roles & Responsibilities

  • Seminars and events
  • Trades and money movement
  • Client service
  • Advisor support
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Britany Creek

Britany Creek

Operations Director

Qualifications

  • Financial industry experience since 2008

Roles & Responsibilities

  • Operations supervision
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James Faryewicz

James Faryewicz

Operations Director,

Chief Operating Officer of SMALL & ASSOCIATES FINANCIAL

Qualifications

  • Bachelor of Science in Business Administration with a Major in Accounting, Christian Brothers University

  • 30+ years of financial and operations management experience

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