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Our Team

Not your typical financial advisor team.

Our Mission Statement

We help you discover, protect, and share true financial independence!

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Adam Burke

  • Planning Intern
  • Bryant

Kimmy James

  • Director of Operations
  • Little Rock

Mona Khairi

  • Director of Compliance
  • Little Rock

Kylee Lamberger

  • Director of Business Management
Bethany Walker

Bethany Walker

  • Administrative Assistant
  • Little Rock