Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Joey Small

CRPC, APMA

Private Wealth Advisor

President of SMALL & ASSOCIATES FINANCIAL
Learn more about Joey Small Visit Joey Small's website

Chris Mc Keown

APMA, CRPC

Private Wealth Advisor

Vice President of SMALL & ASSOCIATES FINANCIAL
Learn more about Chris Mc Keown Visit Chris Mc Keown's website

Ryan Bartholomew

CFP®, CRPC, APMA

Private Wealth Advisor

Vice President of SMALL & ASSOCIATES FINANCIAL
Learn more about Ryan Bartholomew Visit Ryan Bartholomew's website

Kymberlie Reed

CRPC, APMA, CLTC®, CMFA®

Financial Advisor

Learn more about Kymberlie Reed Visit Kymberlie Reed's website

Tara Cobb

CFP®, APMA, CRPC

Financial Advisor

Learn more about Tara Cobb Visit Tara Cobb's website

Taylor Priest

APMA

Financial Advisor

Learn more about Taylor Priest Visit Taylor Priest's website

Andrea Smith

APMA

Financial Advisor

Learn more about Andrea Smith Visit Andrea Smith's website

Matthew Johnson

MBA, APMA

Associate Financial Advisor

Learn more about Matthew Johnson Visit Matthew Johnson's website


Our team

Emily Pratt

Emily Pratt

Paraplanner,

Client Service Specialist

Qualifications

  • BA Business Management, Ramapo College of New Jersey

  • Securities Licenses: Series 7 & 66

  • Financial industry experience since 2000

Roles & Responsibilities

  • Data Collection for Financial Planning
  • Prepares Comprehensive Financial Plans
  • Trades & Money Movement
  • Client service
  • Advisor Support
  • Notary Public
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Stacy Morris

Stacy Morris

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelor's Degree in Finance, University of Arkansas of Little Rock

  • Securities Licenses: Series 7, 9, 10, 24, 27, 63, & 65

  • Financial industry experience since 1991

Roles & Responsibilities

  • Data Collection for Financial Planning
  • Prepares Comprehensive Financial Plans
  • Trades & Money Movement
  • Client Service
  • Advisor Support
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Jeni Gibson

Jeni Gibson

Paraplanner,

Client Service Specialist

Qualifications

  • Bachelor's Degree in Psychology and Fine Arts, University of Central Arkansas

  • Securities Licenses: Series 7 & 66

  • Financial Industry Experience Since 2017

Roles & Responsibilities

  • Data Collection for Financial Planning
  • Prepares Comprehensive Financial Plans
  • Trades & Money Movement
  • Client Service
  • Advisor Support
  • Notary public
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Stacey Florea

Stacey Florea

Client Service Specialist

Qualifications

  • Bachelor's Degree in Business Management, University of Phoenix

  • Financial industry experience since 2013

Roles & Responsibilities

  • Scheduling
  • Client service
  • Advisor support
  • Notary public
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Jana Dillon

Jana Dillon

Client Service Specialist

Qualifications

  • Bachelor's Degree in Criminal Justice, University of Arkansas at Little Rock

  • Financial industry experience since 2022

Roles & Responsibilities

  • Trades and money movement
  • Client service
  • Advisor support
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Robert Cole

Robert Cole

Client Service Coordinator

Qualifications

  • BA in Political Science, University of Arkansas at Little Rock

Roles & Responsibilities

  • Scheduling
  • Client Service
  • Advisor Support
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Kirsten Edwards

Kirsten Edwards

Client Service Specialist

Qualifications

  • Bachelor's degree in Liberal Arts from Northeastern State University

  • Financial Industry Experience since 2023

Roles & Responsibilities

  • Trades & Money Movement
  • Client Service
  • Advisor Support
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Caitlyn Lowther

Caitlyn Lowther

Marketing Manager

Qualifications

  • Bachelor's degree in Finance, University of Arkansas

  • Financial industry experience since 2019

Roles & Responsibilities

  • Seminars & Events
  • Marketing
  • Advertising
  • Social Media
  • Client service
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Britany Creek

Britany Creek

Operations Manager,

Office Manager

Qualifications

  • Financial industry experience since 2008

Roles & Responsibilities

  • Operations Supervision
  • Process Management
  • Team Leadership & Development
  • Performance Monitoring
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Fran Miceli

Fran Miceli

Practice Manager,

Chief Financial Officer of SMALL & ASSOCIATES FINANCIAL
Pam McPherson

Pam McPherson

Marketing Manager

Jim Faryewicz

Jim Faryewicz

Operations Director,

Chief Operating Officer of SMALL & ASSOCIATES FINANCIAL

Qualifications

  • Bachelor of Science in Business Administration with a Major in Accounting, Christian Brothers University

  • 30+ years of financial operations management experience

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Molly Hand

Client Service Specialist

Roles & Responsibilities

  • Trades and money movement
  • Client Service
  • Advisor Support
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