Our Team

Nathan and his wife, Lindley, and their sons, Cruz and Beck, reside in Little Rock. Nathan and Lindley enjoy traveling, working in the community and spending time with their family and friends.

Away from the office, Nathan enjoys golfing, running, scuba diving, hunting, fishing, swimming and cycling. Nathan is a native of Crossett and a graduate of the University of Central Arkansas, where he studied insurance and risk management and was an active member in the Greek community.

I spent half of my life in Mtn. Home, AR and the other half in Little Rock, AR. I got the small town experience growing up, and spent the later half of my life in the "big" city of Little Rock.

After high school, I ventured to Conway, AR to attend Hendrix College. I was able to play soccer there throughout my college years, while earning a dual degree in Spanish and Business. This even allowed me to study abroad for 8 months in Spain.

Now, I live in Little Rock with my two daughters Norah and Charlotte.

If I'm not busy doing one of my daughters' activites, I am playing soccer, early morning pickup basketball, or a round a golf on the weekend. I love to travel and explore new parts of the country and world. You can always count on me having a fun story about an experience in another part of the world.

Steve is a native Memphian, he graduated from Memphis State University with his Bachelor of Science in Education. He is a former College and Professional Baseball Player. Steve is married to Debbie and they have two children; his daugter Aleix is 13 and his son Carter is 8. When Steve isn't spending time with his family, he's sure to be found on the golf course.

Drew is an Arkansas native, born and raised in Little Rock. He and his wife, Lily, are expecting their first child in 2022. You can find Drew playing golf, disc golf, or outside exercising most days. After a decade of being a personal fitness trainer and originally on the path to medicine, Drew switched gears and now focuses on financial planning with clients. He joined the practice in 2020. He maintains relationships with current clients, as well as new clients.

When to contact Drew:

1. Scheduling an annual review
2. Scheduling an initial consultation
3. Questions about your financial plan

Levi resides in Benton with his wife, Erin, and children, Madelyn and Jace. He is a Kansas native and graduate of Kansas State University. Out of the office, Levi enjoys playing golf, watching sports and spending time with his friends and family. He is a diehard Chiefs fan Levi joined the practice in February 2014. He is the Chief Operating Officer and handles the overall planning process from beginning to end. He directly oversees the implementation of new insurance planning and annual reviews.

When to contact Levi:

1. Client onboarding
2. General questions about the team and operations

Devon has been a resident of Saline County for 20 years. He is a graduate of Bryant High School, where he was a team captain of the football team his senior year. He is happily married to his wife, Keely. He is an avid Razorback fan, and constantly competes with his two brothers.

Devon began his financial background in banking, before joining the firm in 2019. He graduated from UALR with a degree in Business Administration/Marketing. Devon is the first point of contact for all our clients. He oversees scheduling, client relations, and the underwriting process.

When to contact Devon:

1. Scheduling a meeting with Nathan or Mac
2. Any changes to your insurance policies
3. General questions about your financial plan

While she grew up mostly in Arkansas, Abigail has lived in Germany and Brazil and is fond of languages and cultural heritage and exchange. She is a Scottish Highland Games athlete competing at multiple games a year, and an avid cold brew enthusiast.

Abigail joined the practice in June of 2021. She is the team’s Client Onboarding Specialist, handling the majority of the implementation process for clients’ insurance and retirement needs. Abigail works in close coordination with all members of the practice to deliver a premier client experience with the team.

When to contact Abigail:

1. Onboarding Questions for Insurance
2. Onboarding Questions for Investments
3. Investment Trades or request

Nicole is a Kansas native, but has been an Arkansas resident for several years. Outside the office, Nicole enjoys spending time with her friends and family, especially her son, Victor. She loves to travel and see new parts of the world.

Nicole joined the firm in 2016. Her primary role is creating comprehensive financial plans and all investment operations. She works closely with Nathan and Mac on all plan blueprints, as well as implementation of any and all investment accounts. She also handles the maintenance of all existing accounts.

When to contact Nicole:

1. Investment account questions
2. Executing trades
3. Retirement account changes