With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Advisors

John H Stearns

BFA, CRC®, APMA, CRPC

Private Wealth Advisor

Visit John H Stearns's website

Dillon Delgadillo

BFA, APMA

Associate Financial Advisor

Visit Dillon Delgadillo's website


Team

Susannah Laird Stearns

Susannah Laird Stearns

Practice Manager

Qualifications

  • BS Accounting from Arkansas State University

  • 25+ years of Marketing experience

  • 20+ years Financial Services Industry

  • 5 years Accounting Services Industry experience

Roles & Responsibilities

  • Operations
  • Relationship Management Systems
  • Client Experience
  • Marketing Materials Creation
  • HR, Payroll, & Benefits
  • Social Media & Website Content
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Seja Haque

Seja Haque

Operations Specialist

Qualifications

  • BBA from the McCombs School of Business

  • 3+ years of Accounting Industry experience

  • 5+ years Customer Service experience

Roles & Responsibilities

  • Operations
  • Compliance Adherance
  • Client Experience
  • Systems and Administrative Processing
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Zachary Rabe

Zachary Rabe

Client Service Specialist

Qualifications

  • BA in Finance from Indiana Wesleyan University

  • MBA from Reinhardt University

  • SIE & Series 7 License

  • 1 year of Financial Services experience

Roles & Responsibilities

  • Meeting Preparation
  • Gather Client Data
  • Generate Summary Letters
  • Money Movement
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Valerie Burns

Valerie Burns

Client Service Manager

Qualifications

  • 23 Years of Financial and Investment Services Industry experience

  • 10 Years of Banking Industry experience

Roles & Responsibilities

  • Client Engagement
  • Meeting Preparation
  • Money Movement and Client Data Processing
  • Workflows from Client Meetings
  • Client Service Management
  • Estate Processing
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Ariana Caceres

Ariana Caceres

Investment Specialist

Qualifications

  • 1 year of Customer Relations experience

Roles & Responsibilities

  • Client Experience
  • Marketing Activities
  • Inventory and Processing
  • File Management
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Angela Ford

Angela Ford

Administrative Assistant

Qualifications

  • 12+ years of Administrative experience

  • 20+ years of HR experience

  • 20+ years of Accounting experience

Roles & Responsibilities

  • Scheduling Activities
  • Client Service
  • Office Organization
  • Inventory and Processing
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