Our Team

Professional Approach and Experience:

In his career as a financial professional he has seen "tech bubbles" burst, "too big to fail" fail, and housing markets crumble.  In observation of these events, there has been one constant, clients want to know that their financial professional is on watch.  That sounds simple enough, right?  Too many times when under extreme circumstances, poor decisions are made and most of the time this could have been avoided with proper planning.  Ben's belief is that building a transparent and unbiased communication bridge and comprehensive financial plan with clients is as important as building their portfolio.  If both are built on a solid foundation that can help ensure proper decisions being made during times of duress.              

To stay on top of the field and continually develop professional skills, he regularly attends due diligence meetings and certification programs.  He is currently serving as a representative of the National Associates Forum and numerous other industry committees.

Academic Achievements Include:

• Bachelor of Arts from the University of Arkansas
• FINRA Series 7 
• FINRA Series 66
• Life/Health/Disability Insurance

Life Outside of Business:

Ben and his wife Teresa have 2 children who keep them extremely busy with their activities.  When not at a Razorback event you will find them camping in the Ozarks or fly-fishing a near-by stream. They enjoy traveling and have set a family goal of visiting all 50 states before their oldest graduates high school.

AR Insurance License #3333212

Professional Approach and Experience:

Dax was born in Southeast Arkansas and raised in Little Rock. He and his wife, Karri and their two children relocated to Northwest Arkansas in 2007.  Dax has a desire to help his clients achieve their goals, that stems from two experiences much earlier in life.  One, when a financial planner took time to work with him and Karri as newlyweds, which was very positive.  The other from watching a family business be born, grow and mature, and divest with no plan in place...ever. This was far from positive.  In today's ever changing economy and financial markets, putting active risk management practices to work in your portfolio that are tailored to fit your unique needs are more important than ever. Developing and implementing these strategies is his passion.

Academic Achievements Include:

• Bachelor of Arts in Business Management from the University of Arkansas
• Registered Investment Advisor
• FINRA Series 7
• FINRA Series 66
• Life/Health/Disability Insurance

Life Outside of Business:

Dax and Karri's two children keep them very busy with school and club volleyball teams, and whatever sport is in season.  As a family they enjoy traveling together, sports and anything that involves the outdoors. 

AR Insurance License #9501840

Professional Approach and Experience:

Grant grew up in a small town in East Arkansas where everybody knows everybody.  After graduating from Wynne High school, he moved to Fayetteville to study Finance at the University of Arkansas.  While in school, he was very involved with his fraternity and a student ministry on campus through which he did multiple projects and overseas trips. These experiences really shaped him and led him to pursue a career as a financial planner. Grant loves to engage other people because he loves connecting with individuals and learning about their background and who they are.  He has a desire to have a positive impact on the lives of others and that is why he is in this business.

His faith is the biggest part of who he is and truly believes that it is a God thing that he ended up with this firm.  He knows that he is teamed up with the best in the business and can confidently say that with the team approach that we have here, we are going to be able to do our best to provide you with the most appropriate financial plan possible. 

What you'll get from Grant is integrity, honesty and most importantly a passion to make a difference.

Academic Achievements Include:

• Bachelor of Arts from the University of Arkansas
• FINRA Series 7 
• FINRA Series 66
• Life/Health/Disability Insurance
• CFP® certification from the College for Financial Planning

Life Outside of Business:

As a lifelong resident of Arkansas, Grant enjoys following the Razorbacks and going to sporting events. He grew up playing ball himself and continues to stay active through daily exercise and competing in recreational softball and basketball leagues.  He is a member of Fellowship Bible Church in Fayetteville and spends time participating in and leading small groups during the week.  He also loves to travel and enjoys spending time on the lake during the summer months.

AR Insurance License #17770540, CA Insurance License #0L96029

Professional Approach and Experience:

Morgan is your new accounts ambassador. She will be helping you through the entire set up process and will ensure everything gets where it needs to go as quick and efficient as possible. If accounts are being transferred she will keep you informed of the status and keep you abreast of where your money was vs. where it is going. She is great at what she does and we are confident you will enjoy working with her. Expect to hear from her soon!

Morgan Reeves provides administrative support services only.

Academic Achievements Include:

• Bachelor of Arts from the University of Arkansas
• Financial Paraplanner Qualified Professional™ certification from the College for Financial Planning

Life Outside of Business:

Morgan and her husband have two children and two dogs. They enjoy hiking and camping as a family, attending Razorback sporting events and pretty much anything outside.  She also enjoys baking and learning new techniques. She is currently working toward further credentials in her profession.

Professional Approach and Experience:

Amanda has been a certified public accountant since 2006. In 2015 she became a licensed and registered financial professional through the trusted advisor program of AXA Advisors and AXA Network. She has a wide variety of work experience in public accounting, as Controller for privately held companies and non-profit entities.  

Academic Achievements Include:

• Bachelor of Arts from Piedmont College
• Master of Arts in Accounting from Kennesaw State University
• Certified Public Accountant in Arkansas and Georgia
• FINRA Series 7
• FINRA Series 66
• Life/Health/Disability Insurance

Life Outside of Business:

Amanda was born and raised in Atlanta, GA.  She and her husband, Aaron relocated to Northwest Arkansas in 2009.  Amanda and Aaron have three daughters that keep them very busy with school and club soccer activities.  Their family is very active in the community.  They are members of Grace Point Church and Amanda currently serves as Treasurer of a local non-profit.

Professional Approach and Experience:

Since 1997, Russel has been working as a planner in Central Arkansas dedicated to helping individuals and businesses build their financial futures.  Russel’s comprehensive attention to detail and planning with his clients is very much second nature.  Russel is truly unique in that he has remained active in the US Military since 1985.  He is the only Financial Professional in the US working with AXA who remains active in the Army Reserves.  The unique combination of Russel’s skills and core values make him a priceless asset to all his clients.

Academic Achievements Include:

• Bachelor of Arts in Finance from Arkansas State University
• FINRA Series 6
• FINRA Series 7
• FINRA Series 63
• FINRA Series 66
• Life/Accident/Health Insurance

Life Outside of Business:

Civic duty is an important part of Russel’s commitment to the community; he has been fortunate enough to forge relationships with several local Arkansas organizations that include the National Guard Association of Arkansas and Shriners International.  Russel has been an officer since 1990 and is currently a Colonel in the United States Army Reserves. He is a combat Veteran from Operation Iraqi Freedom. Russel currently resides in Benton, Arkansas with his wife Trisha and their three children; he is a member of the Benton First Presbyterian Church.

Arkansas Insurance License #785949

Professional Approach and Experience:

Nichole is responsible for all new account setups, account maintenance, and account transfers. She assists on all accounts from start to finish and can walk you through online account access, new client paperwork, and move money requests and transfers. Nichole also loves to coordinate marketing and client appreciation events where her education is strongly rooted. She is a committed team member who strives for excellence both personally and professionally. Her commitment to community and customer service will help you achieve your financial objectives.

Nichole Bryant provides administrative support services only.

Academic Achievements Include:

• Bachelor of Arts in Communication Studies
• Master of Liberal Studies in Organizational Leadership
• Financial Paraplanner Qualified Professional™ certification from the College for Financial Planning

Life Outside of Business:

Nichole resides in Oklahoma City with her two children. In her spare time, she loves getting outdoors and traveling with the kids. They enjoy exploring bookstores, fishing, and throwing the ball around. Nichole is also a part of the Plaza District OKC art community where she creates and sells her unique and organic kids’ fashion clothing. She also loves running, practicing yoga, and fishing. On the weekends, you can usually find her and the kids adventuring outdoors or visiting with extended family.

_{Nichole Bryant provides administrative support services only.}