We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Little Rock Office

Thomas Shurgar

Thomas Shurgar

Partner

501-353-2090
1-888-416-6559
thomas@oakcrestwm.com

Thomas Shurgar is an Accredited Asset Management Specialist with a Masters of Business degree from the Walton School of Business and a B.S. Agricultural Economics from the University of Arkansas. He spent several years managing a portfolio of agricultural assets before joining a national investment firm where he worked from 2003-2018 achieving partner status. Thomas joined Oak Crest Wealth Management as partner, bringing a wealth of knowledge in asset management, financial planning and employee development. He is a native Arkansan that enjoys spending time in the outdoors with his three children and wife, Hayden.

Ann Brockwell

Ann Brockwell

Director of Operations

501-353-2090
1-888-416-6559
ann@oakcrestwm.com

Ann works in the Little Rock office as the Director of Operations. Since entering the financial services industry in 1989, she has worked for several regional and national firms as a client service advocate and branch administrator. She is a native Arkansan, married with two adult and three step children. Ann is also a proud grandma to her grandson, Carter and granddaughter, Jane.

Little Rock Office

2222 Cottondale Lane,
Suite 230,
Little Rock, AR  72202

Office: 501-353-2090
Fax: 888-416-6559