About
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
Our mascot “Glenda”
Gary Robertson
Investment Advisor Representative
Gary has been working with individuals and businesses all across Arkansas for over 30 years.
He has extensive personal and professional experience.
Gary carries the American College designation of Life Underwriter Training Council Fellow (LUTCF) and Financial Services Specialist (FSS). He is also an Investment Advisor Representative (IAR) which allows him to provide fee-based planning. Gary is held to fiduciary standard when managing clients assets.
He has three daughters – Sarah, Jennifer and Natalie and two grand daughters – Taylor and Jesse.
Suzanne Robertson
Office Manager
Suzanne was raised in North Louisiana. She has 2 daughters, Jill and Anita, plus two beautiful grand babies Simone and Camille.
She has worked for Gary in many different roles. Her primary role is to help oversee the daily operation of the office and to meet personal client service needs. Suzanne and Gary both attend “That Church” located in Sherwood, AR.
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Scheduling with us is easy. Please fill out the form for a personal visit, video, or phone consultation and our office will reach out to book the best time that works for your schedule.