The Team

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Will Rogers

Will Rogers

Private Wealth Advisor

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Designations

CFP®, BFA, ChFC®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning

Education

B.A. Communication, University of Montana, 1991
AR License #1344555

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Heather Winner

Heather Winner

Financial Advisor

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Designations

MBA, CFP®, BFA

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving

Education

MBA in Financial Risk Management, Georgia State University, 2008, BA in Finance, Georgia State University, 2004

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Jennifer Bracey

Jennifer Bracey

Financial Advisor

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Top Areas of Focus

  • Women's Financial Strategies
  • Charitable Giving
  • Family Finances

Education

Ouachita Baptist University, B.A Business Administration 2018

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Our Staff

Andrea Stripling

Andrea Stripling

Client Service Specialist

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Qualifications

  • 30 years industry experience