Little Rock

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 is an Accredited Asset Management Specialist with a Masters of Business degree from the Walton School of Business ans a B.S. Agricultural Economics from the University of Arkansas.  He spent several years managing a...

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Ann Brockwell

Director of Operations



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...

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