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  • Little Rock Address
  • 8315 Cantrell Road, Ste 240
    Little Rock, AR 72227-6020

  • Dallas Address
  • 2911 Turtle Creek Blvd, Ste 1200
    Dallas, TX 75219-6295

  • Phone
  • (501) 868-7772

Team

David Trent

Founder and CEO

Jay Strickland

Director of Operations

Morgan Sizer

Director of Portfolio Management

Jessica Heath

Financial Analyst

Nicole Reed

Client Relationship Specialist

Savannah Schultz

Administrative Coordinator

Greg Young

Financial Advisor

Kevin Clark

Financial Advisor, CPA