Small Wealth Management

09/01/2026

Happy Birthday to Stacy Morris! 🎉 We're so thankful to have Stacy on the Small Wealth Management team and hope she has a wonderful day celebrating.

Join us in wishing her a very happy birthday!

08/26/2026

We have some newlyweds to celebrate! 💍🤍 Andrea and Chris officially tied the knot, and we couldn’t be happier for them! Wishing you both a lifetime of love, laughter, and so many happy memories together. Congratulations, Mr. & Mrs. McKeown!

08/24/2026

Required minimum distributions aren't the most exciting retirement topic, but they're an important one.

Chris McKeown breaks down what RMDs are, when they begin, and why planning ahead matters. Watch the video to learn more.

Want to have a conversation with our team? Request your complimentary initial consultation here: bit.ly/41L41y9

08/21/2026

There are still four months left in the year. Why not make the most of them? 🙌

Kym and Ryan joined Arkansas Style to talk about using September as a fresh start for your finances and building momentum heading into the end of the year. Watch the full segment to learn more!

Kymberlie Reed and Ryan Bartholomew, certified financial planners with Small Wealth Management, are here to talk about turning the next four months into a chance to reset, reassess, and build some …

08/20/2026

This month, we're also celebrating Fran and Matt as they each mark two years with Small Wealth Management.

We're thankful for everything they've brought to the team and appreciate the dedication they show every day.

Happy anniversary, Fran and Matt!

08/17/2026

Twenty-six years is something worth celebrating! 🙌

Ryan has spent more than two decades helping shape Small Wealth Management into what it is today.

His commitment and leadership have made a lasting impact, and we're grateful to celebrate this milestone with him.

Congratulations on 26 years, Ryan!

08/12/2026

Big news for the McKeown family! 🏈🍊

Chris McKeown’s son, Sam, has committed to play football at the University of Tennessee, Knoxville as a long snapper. We know a lot of hard work went into getting to this point, and we’re so excited for him.

Congrats, Sam! Go Vols!

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/10/2026

This month, we're spotlighting Caitlyn Lowther! Caitlyn has been part of the Small Wealth Management team for seven years and says one of the biggest lessons she's learned is the value of collaboration and how everyone's unique strengths come together to better serve our clients.

She loves getting to know clients and hearing their stories, and one piece of advice she wishes more people knew is that it's never too early to start saving. Outside of the office, Caitlyn enjoys spending time with her husband and daughter, being outdoors with friends and family, reading a good book, and trying new recipes in the kitchen.

08/05/2026

It's Madeline Orbin's birthday! 🥳 We're lucky to have Madeline on the Small Wealth Management team and hope she has the best day.

Help us wish her a very happy birthday in the comments!