In 2012 I joined Jim Ed Summers and Troy Kestner, creating a diversified team of advisors working together to serve clients with their financial needs. What sets our team apart is when you become a client, you benefit from the knowledge of not one but all three advisors who together have over 80 years of experience. We collectively help meet your financial planning needs by developing strategies focusing on your longevity and walking hand in hand with you through various life stages.

I became a founding partner of SWK Financial Planning Advisors of Raymond James in 2019 after more than 11 years with Arvest Wealth Management as a Vice President and client advisor. I am married to Michael Wright and we have two children, Mack and Mclaren. I am active in the Fayetteville and Springdale communities donating my time to many local charities. I enjoy judging essays written by students across the United States in grades 4-12 with InvestWrite. In August 2021, I became a Grant Committee Member for the United Way of NWA. Also, I commit time to speaking to young adults at the U of A who are interested in pursuing a career in financial planning.

“As a client, my commitment to you is to listen and act on your specific desires and to always be mindful of what is important to you and your family’s values. If you have a question or concern, I will answer promptly, completely, and truthfully.”

The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.