We help families in Bentonville, Arkansas, and beyond achieve new heights in retirement. What do you want out of retirement? What do you want to leave behind? We can help you use the nest egg you’ve built to fund your retirement future. Advisory services

Stifel provides securities brokerage, investment banking, trading, investment advisory, and related financial services through its wholly owned subsidiaries to individual investors, professional money managers, businesses, and municipalities.

Presenting Sponsor of Diverse Taste of Rogers and Silver Sponsor of 100th Annual Celebration of Business & Community 

We are an SEC Registered Investment Adviser and Insurance Agency providing investment management services and insurance to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities.

We offer numerous investments & services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations & protecting your assets. Please contact me for more information.

Whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, we can provide personalized service and investment strategies that have proven themselves over the long term.  Let's discus

Presenting Sponsor of Diverse Taste of Rogers and Silver Sponsor of 100th Annual Celebration of Business & Community 

Investment Brokerage

We offer a unique variety of financial services. Whether you are just getting on track with a budget, fine tuning your legacy, or one of the many steps in-between; we can help!

We offer numerous investments & services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations & protecting your assets. Please contact me for more information.