How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

Joey Small

Joey Small

CRPC®, APMA®

Private Wealth Advisor

President of SMALL & ASSOCIATES FINANCIAL
Learn more about Joey Small Visit Joey Small's website
Chris Mc Keown

Chris Mc Keown

APMA®

Financial Advisor

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

Ryan Bartholomew

CFP®, CRPC®, APMA®

Private Wealth Advisor

Vice President of SMALL & ASSOCIATES FINANCIAL
Learn more about Ryan Bartholomew Visit Ryan Bartholomew's website
Kymberlie Reed

Kymberlie Reed

CRPC®, APMA®, CLTC®

Financial Advisor

Learn more about Kymberlie Reed Visit Kymberlie Reed's website
Mark McCord

Mark McCord

Financial Advisor

Franchise Owner
Learn more about Mark McCord Visit Mark McCord's website
Tara Beth Cobb

Tara Beth Cobb

APMA®

Financial Advisor

Learn more about Tara Beth Cobb Visit Tara Beth Cobb's website

Our team

Emily Pratt

Emily Pratt

Paraplanner,

Client Service Specialist

Personal Intro

I enjoy volunteering with the Susan G Komen's Race for the Cure, Arkansas Family Donor Council & the Arkansas FoodBank

Qualifications

  • BA Business Management, Human Resources, Ramapo College of New Jersey, 1992.
  • Paraplanner at Ameriprise Hot Springs Village office for over 16 years.
  • Series 7 & Series 66 Licensed since 2000. Arkansas insurance license #3520022
  • 2009 Winner of Hot Springs Village Chamber of Commerce Customer Service/People development Award

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

Personal Intro

I enjoy spending time with my family, rooting for the Arkansas Razorbacks, and going on outdoor adventures. I like to volunteer and help out in my community and I am a member of Beryl Baptist church.

Qualifications

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

Roles & Responsibilities

  • Gather Financial Plan Data
  • Workflow from 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

Personal Intro

Caitlyn is a graduate of the University of Arkansas. She graduated in 2019, with her bachelors degree in finance.

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Stacey Florea

Stacey Florea

Client Service Specialist

Qualifications

  • Bachelors Degree in Business Management from University of Phoenix
  • Over 7 Years of Financial Industry Experience
  • Over 25 Years of Client Service Experience

Roles & Responsibilities

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

Shirley Bearden

Client Service Coordinator

Personal Intro

I enjoy volunteering with the Susan G Komen's Race for the Cure, Ronald McDonald House, and the Arkansas Foodbank.

Qualifications

  • Financial Industry Experience Over 2 Years

Roles & Responsibilities

  • Meeting Preparation
  • Client Engagement
  • Workflow From Client Meetings
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Pam McPherson

Pam McPherson

Marketing Manager

Personal Intro

I enjoy volunteering with the Arkansas Donor Family Council, Ronald McDonald House, the Arkansas Foodbank, and Dare to Share

Qualifications

  • Customer Service industry for over 30 years.
  • Financial Services industry for over 10 years.

Roles & Responsibilities

  • Seminars and Events
  • Client Data
  • Notary Public
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Britany Creek

Britany Creek

Office Manager,

Client Service Specialist

Personal Intro

I enjoy volunteering with the Community Foodbank of Eastern Oklahoma, Blue Star Mothers of America, and Youth Services of Creek County.

Qualifications

  • Worked in financial industry for over 8 years.
  • Notary Public

Roles & Responsibilities

  • Greet Clients
  • Workflow from Client Meetings
  • Gather Financial Plan Data
  • Trades and Money Movement
  • Notary Public
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Jim Faryewicz

Jim Faryewicz

Operations Director,

Chief Financial Officer

Personal Intro

Jim enjoys spending time with his wife, Bebe, his son Jimmy and his daughter Val. In his free time, Jim loves to fly fish, hunt, and golf. He also likes camping, hiking, and enjoying the outdoors. Jim is a board member of the Lakewood Property Owners Association.

Qualifications

  • Bachelor of Science in Business Administration with a Major in Accounting from Christian Brothers University, Memphis TN
  • Over 30 years of Financial and Operations Management experience with companies ranging from $1M to $23B in sales with a proven track record of productivity and financial performance improvement.
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