Bentonville

At Oak Crest, 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.

Bentonville Office

Kenneth Kendall

Partner

479-268-4686

479-268-4837

ken@oakcrestwm.com

Ken is one of the founding partners of Oak Crest Wealth Management. He grew up in northern Minnesota and earned a finance degree from Minnesota State University-Moorhead. He received his designation as CERTIFITED FINANCIAL...

Clayton Guthrie

Partner

479-268-4691

479-268-4837

clay@oakcrestwm.com

A founding partner at Oak Crest Wealth Management, Clay is a lifetime Arkansan. Born and raised in Southeast Arkansas, Clay graduated from the University of Arkansas with a degree in finance. He brings a vast array of...

Amy Roland

Director of Operations

479-268-4662

amy@oakcrestwm.com

Amy is the office manager at Oak Crest Wealth Management. She is a native of Northwest Arkansas and graduated from Bentonville High School. Amy began her career in the financial industry in 1994. In 2004, she obtained her FINRA Series...