Small Wealth Management

10/15/2026

Women have a lot on their plates, and sometimes their own financial goals can get pushed to the side.

Andrea Smith talks about why knowing your finances and having a plan can make such a difference. You don’t have to have all the answers. You just have to take the first step.

10/12/2026

We have a new (tiny!) member of the Small Wealth Management family! 👶💙

Say hello to Levi Thomas Byers, grandson of Stacey Florea, lovingly known as “Ma.” Levi made his grand entrance on October 9th, weighing 7 lbs. and measuring 19.5 inches.

Another sweet reason for Ma to be proud! Congratulations to Stacey and the entire family! 💙

10/11/2026

We’re celebrating Tara Cobb today! 🥳 Wishing her a very happy birthday and a day full of all her favorite things. We hope it’s a good one, Tara!

10/07/2026

A good financial plan is about more than just the numbers. It’s about having a clear path toward the life you want to build.

This World Financial Planning Day, we’re celebrating the value of having a plan, setting meaningful goals, and working with someone who can help you stay on track along the way.

Ready to start planning for your future? Learn more about our team: bit.ly/SWMFinancialAdviceTeam

10/07/2026

Sometimes the best conversations happen when you get out of the office and spend a little time together!

Advisors Chad Hasten, Madeline Orbin, Matt Johnson, and Chris McKeown recently made the trip to Oklahoma to visit Northwestern Electric Cooperative. Thank you for having us and for the warm welcome. We always appreciate the opportunity to connect in person!

10/01/2026

This month, we’re spotlighting Stacy Morris! Stacy has been part of the Small Wealth Management team for three years and is a graduate of University of Arkansas at Little Rock.

One financial topic she wishes more people understood is the importance of living within their means. And when she’s not at the office, there’s a pretty good chance you’ll find her at the ballfield! ⚾

We’re glad to have Stacy as part of the Small team!

09/30/2026

We asked the Small Wealth Management team who their emergency contact is... and apparently there’s a right (or very wrong) answer. 😂

09/29/2026

It was a gorgeous day for golf yesterday! ☀️⛳

We were honored to be part of the Warrior Golf Tournament benefiting Donna Terrell's Yoga Warriors Fighting Cancer. From the very beginning, we've had the privilege of supporting this incredible event, and each year we're reminded of the powerful impact this organization has on so many lives.

A special shoutout to our very own Ryan L Bartholomew, CFP, APMA, CRPC, who brought together a team to support this incredible mission. We're proud to have team members who are passionate about giving back and investing in our community.

The mission of Yoga Warriors Fighting Cancer goes far beyond the golf course. It brings hope, strength, encouragement, and community to individuals and families facing cancer. We truly love everything this organization stands for and are grateful to play even a small role in supporting such important work.

A special thank you to Donna Terrell for her unwavering passion, servant heart, and commitment to helping others. Thank you for allowing us to be part of another amazing tournament.

09/28/2026

We are incredibly grateful for the opportunity to partner with First Electric Cooperative and help bring awareness to the important work of the Fallen Linemen Foundation.

A special thank you to Arkansas Style and KARK 4 News for helping share this meaningful story and spotlight the men and women who work tirelessly to keep our communities powered.

The Fallen Linemen Foundation provides support to the families of fallen and severely injured linemen, honoring the sacrifices made every day behind the scenes. We are honored to help spread their mission and encourage others to get involved.

To learn more, donate, or find upcoming events in our community, visit: www.fallenlinemenfoundation.com

Thank you to all the linemen, their families, and the organizations that support them. Your service does not go unnoticed.

https://www.kark.com/arkansas-style/keeping-our-lights-on/

The people who keep our lights on often work in conditions most of us would never want to face – and one foundation is making sure their families have someone in their corner when the unexpec…

09/27/2026

Our Tulsa advisors, Andrea and Chris McKeown, had a wonderful evening supporting Tulsa Lawyers for Children at their recent Mic’d event. We are proud to champion their vital mission.

A special thank you to the Cunningham Barnard, Tulsa Family Law Attorneys team for inviting us— we are so incredibly thankful for you all.

The highlight of the evening was seeing hand-drawn thank you notes from the children TLC serves. It was a privilege to be in the room with such dedicated individuals, and we look forward to supporting the incredible work they do moving forward.