Little Rock, AR

Scott brings unique experience to WealthPath's Little Rock office, advising a wide range of clients with personalized strategies.

Starting his career as a financial consultant with PaineWebber Private Client Group, Scott went on to open his own firm before joining WealthPath. Scott is Series 7, 63, and 65 registered, an Accredited Investment Fiduciary®, and holds life and health insurance licenses.

Graduating from Lyon College with a Bachelor of Science degree, Scott brings over two decades of financial advisory experience to the team.

He enjoys spending time with family, hunting, and volunteering at various Little Rock civic organizations.

Scott was recently recognized as one of The Top Advisors to Watch 2022 by Advisor Hub Magazine.

Advisors are ranked on a 100-point scale in three categories: SCALE is a function of assets, production and quality of service; GROWTH is year-over-year change in assets, clients and production; PROFESSIONALISM includes regulatory record, community involvement and team makeup. Advisors must have a clean regulatory record, seven years of experience and been with their current firm for at least 2 years. All data is as of 12/31/2021.

Rick brings a strong skill set to our Little Rock office having earned a Juris Doctor degree from the University of Arkansas School of Law in Fayetteville. He served as a corporate counsel for a health care firm for 12 years, and he has 19 years of experience as a financial advisor.

He holds a 65 registration, and his areas of focus are retirement plans and individual wealth management.

Rick likes spending time with family, volunteering at church and other non-profits, watching and coaching his children’s and grandchildren’s sports and school activities, exercising, biking and traveling in his free time.

William has over 20 years of experience in the finance and insurance industry. He started in the employee benefits business in 1998, working with cities and counties in Arkansas.

Since then, he has worked with many agents and planners as a product specialist for their insurance needs.

He is an Accredited Investment Fiduciary®, Series 65, 63, and 6 registered, and holds multiple insurance licenses.

William is a Christian and spends much of his free time with his son Bain at the lake, the ball field, or hunting and fishing.

Jennifer brings over two decades of experience in financial services and client management to the Little Rock office.

She grew up in Central Arkansas and attended the University of Central Arkansas. She provides administrative and operational support to our partners and advisors in Central Arkansas.

Away from work, Jennifer loves playing tennis, and spending time with family and friends at the lake or by the pool.