Two weeks ago, we received news that made us all quite sad. Brian Barnett has made the difficult decision to resign to become full time caregiver and “home schooler” to his young daughters, and today was his last day. Many of you have gotten to know Brian well over the past seven years as he has served as our Client Services Manager. He has been helpful, friendly and an all-around professional and gentleman. We are grateful for his service over the years and wish him well in this next phase.

As we say goodbye to Brian, it seems like a good time to make sure you know the rest of our staff, as we have grown over the years and added new faces. We realize that you may not have had the opportunity to meet everyone in our office.  We are fortunate to have a committed team of advisors and support staff who consistently deliver excellent client service. 

Here’s a summary of our current staff with pictures, so you can put a face with a name the next time you call or visit our office.

Asia McCollum

Asia is our newest addition, joining us early this year in administrative support. Asia has a Bachelors Degree in Finance from Henderson St. University and has spent her career in banking and bank management. If you’ve called our office in the past few weeks, you have probably had the pleasure of speaking with Asia. As we’ve been dealt great change over the past several weeks due to COVID-10, she has consistently maintained a positive attitude and we’re excited to have her join the team.

Quintin Schellenger

Quintin joined us in January 2019 as an assistant planner, after a Summer internship in 2018. With a degree in Personal Financial Planning from Texas Tech University, he has been learning our processes and the way we serve clients from the ground up. Quintin assists in many of our client meetings and has been helpful assisting Mary with our PlanFirst! software. He’s learning first-hand how financial planning works in the real world!

Gari Bassett

Gari joined us in January 2017 as our Office Manager and keeps our office running smoothly. Gari has a diverse background of management experience and has been a huge addition to our firm. Gari also occasionally assists in client meetings, so if you haven’t met her yet you may see her next time you’re in the office. Oh, and if you like the snacks and other amenities, thank Gari!

Mary McCraw, CFP®

Mary joined the firm in 2008 as an advisor. She leads our planning efforts for all clients in addition to serving her own clients. Prior to joining our firm she ran the planning software for a firm in Los Angeles that served actors, musicians and athletes. She has a Financial Planning degree from North Texas University. Mary interacts with clients frequently during meetings, so is a familiar face to most of our clients.

Ralph Broadwater, M.D., CFP®, AIF®

Ralph also joined the firm in 2008 as an advisor. Financial Planning is a second career for Ralph, who also works at UAMS as a surgical oncologist. As a surgeon, he understands physicians’ unique issues, and has a wealth of experience advising doctors on their investments, financial planning and quality of life.

Kristina K. Bolhouse, CPA/PFS, CFP®

Kristina joined AFG in 1999 as a career change from practicing as a CPA with Ernst and Young in Michigan. She has become quite engaged in our community over the years and particularly in her Rotary Club. She is the incoming Vice-President of Club 99. She has been serving clients for over 20 years at AFG and is our resident tax expert.

Rick Adkins, CFP®, ChFC, MBA

Rick is the “old guy,” founder, CEO and President of AFG. He was a pioneer in fee-only financial planning and continues to be a leader in the development of our profession, having served as Board Chair for the Certified Financial Planner Board of Standards. He has provided financial counsel to clients for over forty years.

As always, we are here for you. Please email or call if you want to set up a Zoom video conference meeting or talk by phone.

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by The Arkansas Financial Group, Inc.-“AFG”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from AFG. 

Please remember that if you are a AFG client, it remains your responsibility to advise AFG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. AFG is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the AFG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request.

Please Note: AFG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AFG’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.