Our advisors

Joey Small

Joey Small

Private Wealth Advisor

Learn more about Joey Small
Christopher Mc Keown

Christopher Mc Keown

Financial Advisor

Learn more about Christopher Mc Keown
Ryan Bartholomew

Ryan Bartholomew

Financial Advisor

Learn more about Ryan Bartholomew
Kymberlie Reed

Kymberlie Reed

Financial Advisor

Learn more about Kymberlie Reed

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
View more
Tara Cobb

Tara Cobb

Paraplanner,

Client Relationship Specialist

Personal Intro

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

Qualifications

  • BBA Marketing & Advertising from University of Arkansas at Little Rock 2008.
  • Series 7 & Series 66 Licensed since 2012. Arkansas insurance license #16507716
  • Notary Public

Roles & Responsibilities

  • Gather Financial Plan Data
  • Trades and Money Movement
  • Workflow from Client Meetings
View more
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, I am an active committee member of Arkansas Ducks Unlimited, and a member of Beryl Baptist church.

Qualifications

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

Roles & Responsibilities

  • Gather Financial Plan Data
  • Workflow from Client Meetings
  • Trades and Money Movement
  • Notary Public
  • Marketing and Social Media
View more
Brayden Mallett

Brayden Mallett

Paraplanner,

Client Service Specialist

Personal Intro

Brayden is a graduate of the University of Central Arkansas. He graduated in 2018, with his BBA in finance with a minor in management. Brayden has a passion for learning and strives to make a difference in the field of finance.

Qualifications

  • BBA Finance 2018
  • Series 7 License
  • Series 65 License
  • Series 63 License

Roles & Responsibilities

  • Gather Financial Plan Data
  • Workflow from Client Meetings
  • Advisor Support
  • Meeting Preparation
View more
Britany Creek

Britany Creek

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
View more

Caitlyn Small

Client Service Specialist

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
View more
Shirley Thessing

Shirley Thessing

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
View more
Bret O'Guinn

Bret O'Guinn

Intern

Jamie Schloss

Jamie Schloss

Intern

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.
View more