NORTH 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.

Clark Johnson

LPL Financial Advisor

501-244-9089

888-278-2019

clark@oakcrestwm.com

Clark Johnson was a financial advisor at Edward Jones for 13 years prior to joining Oak Crest Wealth Management in October of 2022.  Clark carries a business management and marketing degree from Ouachita Baptist University in...

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Alex Wood

Director of Operations

501-244-9089

888-278-2019

alex@oakcrestwm.com

Alex serves our firm as Director of Operations at the Argenta campus in North Little Rock. She began her journey in the financial industry in 2019, working alongside experienced financial advisors and dedicated office administrators at...

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Amy Soo

Administrative Consultant

501-244-9089

888-278-2019

amy.soo@oakcrestwm.com

Amy is part of LPL Business Solutions, a service that provides industry-trained professionals who can simplify operations and streamline advisors' practices.  She partners with advisors to provide support on administrative tasks...

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