Broker Check

Meet Our Team 

At our firm, we have the client—and only the client—in mind.

Meet our team of expert financial advisors serving clients in Arkansas and Missouri. With a deep commitment to your financial well-being, we offer tailored wealth management, retirement planning, and investment strategies. Our dedicated professionals understand that each individual has unique needs, allowing us to provide strategic advice that aligns with your specific goals. Whether you're planning for retirement, building wealth, or seeking comprehensive financial guidance, our team is here to help you navigate the path to financial success. 

Audrey Pool

LPL Financial Advisor, CRC

Batesville, AR

 (870) 612-3430

 (870) 793-9884

 audrey.pool@lpl.com


James Brandt

LPL Financial Advisor

Searcy, AR

 (501) 207-6009

 (501) 207-6017

 jim.brandt@lpl.com

Pete Roulier

LPL Financial Advisor

Batesville, AR

 870-612-3430

 pete.roulier@lpl.com

Matthew Mantle

Wealth Manager

Neosho, MO

 417.553.0695

 Matthew.Mantle@Lpl.Com

Laura Pelley

Administrative Assistant

Batesville, AR

 870.612.3430

 laura.pelley@lpl.com

Candy Ellis

Administrative Assistant

Jonesboro, AR

 870.376.7141

 870-277-2700

 candy.ellis@lpl.com

  


Unlock Your Financial Potential with Personalized Strategies

Unlock Your Financial Potential with Personalized Strategies

About Our Financial Services

At our firm, we specialize in crafting customized financial strategies aligned with your lifestyle goals. Our meticulous discovery process enables us to collaborate closely with you, creating a tailored plan that champions your unique objectives. We don't stop there; we continuously monitor and refine your strategy to keep you on the path to financial success.

Our Comprehensive Services and Strategies Include:

  • Retirement Planning
  • Business Strategies
  • Investment Planning
  • Small Business Strategies
  • Estate Planning
  • Insurance
  • Education Planning
  • Risk Management
  • Tax Strategies
  • Gifting Strategies

Discover how our experienced advisors can transform your financial future. Partner with us today for a brighter financial tomorrow.