Greetings!

We’ve moved and changed our name so if you haven’t heard from one of us yet, you will soon! Our new logo, address, photo and the contact information for the team are all enclosed.

We’re open Monday though Friday from 7 a.m. to 6 p.m. (and weekends by appointment) during this transition. Call, email or drop by to see us!

After lots of planning and preparation, as well as months of thoughtful research, we have partnered with the national firm of Raymond James Financial Services, Inc.

Our reason for selecting Raymond James Financial Services is simple. We are determined to manage our office and work with our clients (you!) independently, and we are determined to stay focused on what’s best for both.

We’ve been here for 38 years and are looking forward to the next four decades of service! We love what we do and love the people – like you – we get to work with.

We have all the financial services and investment strategies you need, including professional portfolio management and personal financial planning. Additionally, we’re excited to have powerful account aggregation tools and digital vault options to help streamline your finances and declutter your estate.

We have enclosed information and forms to help transfer accounts and continue our relationship. Let us work on this for you. We plan to reimburse you for transfer fees until March 31, 2019.

As you probably know, Raymond James Financial provides a wide range of services and is a member of the New York Stock Exchange.

Raymond James Financial Services has highly trained financial services and investment professionals, as well as very capable technical support staff available via this strategic partnership.

If you have any questions, please call, stop by the office or email us. We’re ready to help you!

Thank you!

Sincerely,

Cindy Mowry
Client Advocate, RJFS
Office Manager, FSISG
cindy@fsisgroup.com

Brock Bettenhausen
Client Advocate, RJFS
Client Service Manager, FSISG
brock@fsisgroup.com

Jan Schmeski
Financial Consultant, RJFS
Client Contact Manager, FSISG
jan@fsisgroup.com

Donna Kaczmar
Client Advocate, RJFS
Assistant Branch
Manager, RJFS
Client Account Manager, FSISG
donna@fsisgroup.com

Logan Stone
Certified Financial Plannertm
Client Financial Plan Manager, FSISG
logan@fsisgroup.com

Steve Bettenhausen
Certified Financial Plannertm
Business Controller, FSISG
steve@fsisgroup.com

Kim Pace
Client Advocate, RJFS Fee-Based Client
Relationship Manager, FSISG
kim@fsisgroup.com

Dave Matty
Financial Consultant, RJFS
New Client Manager, FSISG
david@fsisgroup.com

Jackson Rhoades
Branch Manager, Registered Principal, RJFS
Discretionary Portfolio Client Manager, FSISG
Master of Science - Financial Services
Chartered Life Underwriter®
Certified Divorce Financial Analyst®
Accredited Estate Planner®
Chartered Advisor in Philanthropy®
Certified Financial Plannertm jackson@fsisgroup.com

Sandy Rehak
Client Advocate, RJFS Fee-Based Client
Client Estates & Transfers Manager, FSISG
sandy@fsisgroup.com

Mike Stockton
Financial Consultant, RJFS
New Client Manager, FSISG
mike@fsisgroup.com

Summer Obert
Client Advocate, RJFS
Client Data & Access Manager, FSISG
summer@fsisgroup.com


Over 200 Years Client Financial Service

 

1100 Hwy. 62 East // Mountain Home, AR 72653
Office 870.701.5160 // Toll Free 833.648.9588 // Fax 870.701.5159
fsisgroup.com

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Financial Services & Investment Strategies Group is not a registered broker/dealer and is independent of Raymond James Financial Services.

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