Economic Development Can Be About Investing in People To many people, the term economic development means the next downtown lofts complex, a tax increment financing district or a new shopping area on Republic Road. These are certainly catalysts. Let’s pause for a...

Meet Matt Nelson! Matt is the Managing Director in our San Antonio, TX office, where he loves helping people achieve their financial dreams. He has a passion for assisting his high net worth clients in keeping the assets they have accumulated and making sure...

Meet Jonnathan Davis! Jonnathan is a managing partner in our Little Rock, AR office. As an advisor, Jonnathan practices wealth management and specializes in working with companies on their qualified retirement plans. He finds financial services to be a rewarding...

We Must Live Within Our Harvest There was a charming saying on an old church sign near my house that read, “Live within your harvest!” I agree with the intent, but I need to add to it. We must not just live within our income (budget), but actually below our income, so...

You Don't Need to be a Millionaire to Have Your Own Charitable Fund Setting up a fund to donate to worthy causes in your community is no longer just a millionaire’s game. No need to be Buffett, Gates or Zuckerberg, nor a business owner or in the sunset of your life....

Meet Jason Gerber! Jason is a managing partner of our Little Rock, AR location. He has found a passion in everything that falls under financial planning. From walking a client through their plan, helping them determine goals, and figuring out where they should focus...

Hispanic Heritage Month The first thing that comes to mind when I hear “Hispanic Heritage Month” is my family. I think about where we come from and how far we’ve made it. Through my heritage, I’ve learned to work hard and take advantage of every opportunity that comes...