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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

Chief Financial Advisor, Founder

Jay Strickland

Chief Operating Officer, Financial Analyst

Greg Young

Financial Advisor

Kevin Clark

Financial Advisor, CPA

Jessica Heath

Financial Analyst

Nicole Reed

Client Relationship Specialist

Jason Whittington

Client Relationship Specialist, Financial Analyst

Mercedes Trent

Client Service Specialist

Amanda Strickland

Client Service Specialist

Sheila Maunder

Client Service Specialist

Sarah Whittington

Client Service Specialist