With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Advisors

John H Stearns

BFA, CRC®, APMA, CRPC

Private Wealth Advisor

Visit John H Stearns's website

Scott Sutherland

CRPC, APMA

Associate Financial Advisor

Visit Scott Sutherland's website

Dillon Delgadillo

BFA, APMA

Associate Financial Advisor

Visit Dillon Delgadillo's website


Team

Susannah Stearns

Susannah Stearns

Practice Manager,

Operations Director

Qualifications

  • BS Accounting from Arkansas State University

  • 25+ years Marketing experience

  • 25+ years Financial Services Industry experience

  • 5+ years Accounting Services Industry experience

Roles & Responsibilities

  • Operations Supervision & Process Management
  • Client Experience & Client Relationship Management
  • Accounting & Financial Reporting
  • Team Leadership & Development
  • Marketing, Events, Seminars & Advertising
  • Human Resources, Payroll & Benefits
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