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Christopher W. Armistead

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Financial Advisor

Chris joined New York Life in 2014, while finishing up his Insurance and Risk Management degree from the University of Central Arkansas. Joining the financial industry was a bit of a “calling” for him due to his love for helping people as well as his outgoing and charismatic nature.

With a passion for helping his clients to achieve their own personal visions for financial success, his primary focus has been in working with pre-retirees, retirees, small business owners, and young families. Chris has become an expert in Wealth Accumulation, Retirement planning, Legacy planning, and Long-term care planning.

He has qualified for the Million Dollar Round Table (MDRT) in the last two consecutive years in 2020 and 2021. He has also qualified for Executive Council five consecutive years within New York Life.

Outside of work, Chris is a huge baseball fan and loves the outdoors. He and his beautiful wife, Kaelyn, have been happily married for seven years and make their home in Conway. They have one son, Brooks. Together as a family they love to take big adventures to countries they have never been before.

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Kaelyn Armistead

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Financial Services Professional

Kaelyn is a native to Arkansas. She grew up in the small north-central Arkansas town of Flippin. After high school, she attended the University of Central Arkansas and focused her studies on Business Management. After spending 10+ years in healthcare, specifically home health and hospice care, Kaelyn started her financial practice with New York Life. Although a new chapter has turned, Kaelyn is no stranger to the New York Life family. Her husband Chris has been a part of New York Life since early 2015 and they will be serving their clients alongside each other.

Kaelyn has a passion to help families and individuals plan for retirement, create solutions for long term care needs, disability planning, and create legacies for their families. Maintaining ongoing relationships with her clients, being aware as their needs change, and bringing integrity into every encounter are her primary objectives. Every client’s needs are unique so it’s important to understand their goals and priorities to align proper strategies to what matters most to them.

Kaelyn and her husband Chris currently reside in Conway with their two rescue dogs, their son Brooks, and another son on the way. The Armistead family loves hiking and traveling. They keep their passports ready for use any time.

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Gwendolen “Wendy” Blair

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Financial Advisor

Born in Little Rock, raised in rural New Jersey then returned to Arkansas by 10th grade. Wendy learned very early how to adapt to many cultures and varying attitudes toward life.

After 1 year at UALR, the desire to care for others ruled her thoughts and drove her toward Emergency Medicine. While attending UAMS to become a Paramedic, Wendy started working with her mother, Sharon Welch-Blair, as an assistant to her New York Life insurance practice and joined Sharon on the adventure of opening Arkansas’ first 4 Diamond Bed & Breakfast: The Empress of Little Rock. For 6 years Wendy worked part-time or volunteered in EMS and managed her Mom’s businesses all the while raising two children, Jackie and Zack.

In April 2002, Wendy followed her mother’s footsteps into the most admired financial services company in the world. Wendy and Sharon became the first female 2nd generation in New York Life history. Wendy won “Rookie of the Year” award in 2002 and was fortunate enough to share the stage with her Mom who won “Agent of the Year”. Wendy went on to become an Annuity Champion, Executive Council and MDRT Member.

In 2005, Wendy experienced hardship through a divorce, which created a world of change. Changing direction she started helping people/businesses by recruiting and placing finance processionals in some of the largest businesses in Oklahoma.

It was a long, winding road through business development, management and leadership that brought her back to New York Life. Wendy served as a two term President and Regional Director of the Accounting & Financial Women’s Alliance, served as a director for Oklahoma City Human Resource Society, and was named “2016 Optimist of the Year” by the Downtown Oklahoma City Optimist Club.

Wendy considers herself a “Small Business Specialist” with knowledge and formal experience in Construction, Real Estate, Logistics, Hospitality, Financial Services, Human Resources, Benefits, Marketing and Medical. With such a wide variety of knowledge she is very versatile in helping clients of all backgrounds.

Wendy has a strong desire to help people, a natural leader whose optimistic approach to teamwork has made her successful in business and sports. Wendy’s hobbies include tennis, real estate and now golf. She spent 4 years captaining the USTA 3.5 18+ Women’s Team for Memorial Park in Colorado Springs. Her team was successfully undefeated and named the Southern Colorado Champions in 2019 and 2020. On the real estate note Wendy has owned and flipped over 14 properties in Arkansas, Oklahoma, and Colorado.

Her primary goal now, is to continue her Mother’s legacy by being an architect of well designed, custom-tailored strategies for each of her clients.

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Holly Brothers

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Financial Services Professional

Holly joined New York Life in 2016 after working in the medical field as a radiologic technologist for several years. A native Arkansan, Holly is from the grand prairie area of the state where agriculture is the way of life. Her family has been involved in farming for over 40 years. She specializes in working with farmers and their families to insure their legacy continues to the next generations.

Since 2018, Holly has shared an office with her mentor, Keith Konecny, in Stuttgart. Keith has been an agent with New York Life for over 30 years has earned several awards and has been recognized for many accolades during his tenure.

Holly is committed to providing individuals, families and businesses with life insurance and financial products that meet their unique needs. She understands that achieving your goals means having a clear plan for your financial future. She will assist you in creating steps to ensure that when life throws you a curve ball, you will feel confident and prepared to take on the challenge.

In her spare time Holly enjoys reading, spending time with her children, and attending her son’s and nephews ball games.

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Body Copy Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna.

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Cade Carlock

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Financial Services Professional

Cade Carlock grew up in Northeast Arkansas. There, he learned the principles of honesty, integrity, and a strong work ethic that have become the foundation of his professional life. These core values drive Cade in his role as an Agent at New York Life Insurance Company, where he is committed to help bring peace of mind to his clients through an array of solutions. Cade structures his business around being a trustworthy friend and a valuable resource.

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Jerry D. Coats, ChFC^®, CLU^®, AEP^®, CAP^®

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Wealth Advisor

Career and Community Involvement

Member Agent of the Nautilus Group*, Dallas, TX (a service of New York Life Insurance Company)
Investment Adviser Representative, Eagle Strategies LLC, A Registered Investment Adviser
National Association of Estate Planners and Councils,
Board Member of Arkansas Insurance Hall of Fame
Past Board Member and Member, Central Arkansas Estate Planning Council
Member American Institute of Philanthropy
Member, Arkansas Children’s Hospital Foundation Professional Advisory Committee
Past Board Member, Arkansas Baptist Foundation

Professional Designations

Chartered Financial Consultant (ChFC^®), American College, Bryn Mawr, PA
Chartered Life Underwriter (CLU^®), American College, Bryn Mawr, PA
Accredited Estate Planner (AEP^®), National Association of Estate Planners & Councils (a person who has earned a graduate level specialization in estate planning designation, in addition, to already recognized professional credentials within the various disciplines of estate planning
Chartered Advisor of Philanthropy (CAP^®) Knowledge that will help clients articulate and advance their highest aspirations for self, family and society

Formal Higher Education

BA, Psychology, Henderson State University, Arkadelphia, Arkansas
MA, Rehabilitation Counseling, Arkansas State University, Jonesboro, Arkansas

Personal

Married to Lynne. Three children and 7 grandchildren
Members of Immanuel Baptist Church, Little Rock

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Belva M. Cook, LUTCF

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Financial Services Professional

Belva joined New York Life in November 1995 and started a career in the financial services industry. Belva graduated from University of Central AR with a double major in Business and Health Education and worked as Assistant Engineer for Southwestern Bell before deciding to stay home with my three children, Olivia, Vodi and Austin. Since joining New York Life in 1995, I am currently working on my 27th year with New York Life. I am a Qualifying Member of MDRT as well as a Lifetime member.

My passion is to help my clients with their financial needs, life insurance and investments to grow to provide a plan for their retirement. I love working with clients on their various needs and I’m there should a death happen to walk their loved ones through the process.

I am very involved with my church, Master Gardener Project at Park Hill Water Works for 15 years, and donate to various organizations including Multiple Sclerosis Society, and etc. I enjoy gardening, yoga and cyclying with my bike friends in my spare time.

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Gina M. Cromwell

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Financial Services Professional

Gina joined New York Life in 2004 after selling her Computer Aided Design Firm, catering to Architects and Engineers for 23 years. Her 23 years catering to professionals Segway smoothly into her financial practice focusing on working with individuals that carry a professional license, own closely held corporations or may be highly compensated individuals. Gina’s practice does not strictly end with those types of individuals as she feels if there is a need Gina will help. In fact, her tagline reads “Always Willing to Serve Others”. A few examples are young professionals, newly wedded couples, and new parents are a large portion of her practice.

Gina’s expertise focuses on Retirement Planning, Business and Estate Succession, Wealth Accumulation and Protection.

Having a Work/Personal Life balance Gina strives for as she enjoys many hobbies such as acquiring Short Term rental properties and decorating them herself. She enjoys deep sea fishing with her son Taylor and daughter-in-law Jordan in Orange Beach Alabama. She enjoys resale shopping for just the right piece to add to her collection. She is often found in her garage/workshop repurposing her finds. Gina enjoys planting a flower garden and uses it as her Happy Place to unwind. She spends time with her closest friends cooking new dishes and trying new wines out on the back patio. Not only will you find Gina spending time with her friends you won't have to look very far to find her rescue dogs T.J., Mya, and Missy following right behind her everywhere she goes.

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KRISTIN N. DANIEL

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Financial Advisor

Kristin started in the financial industry in 2010 with the goal of helping individuals and families become more financially secure. Her desire to help others began from being raised in a small Arkansas town by a blue-collar family that instilled values of honesty and hard work to help shape the person she has become.

Over the years, Kristin’s goal has grown into a passion for working with individuals, business owners, and entrepreneurs to plan, collaborate, and scale their dreams in life as they build their empire and legacy.

In addition to working hands on with the firm’s clients, Kristin is involved in several nonprofit

organizations. She volunteers at the Ronald McDonald Family Room in Rogers, she sits on the

Executive Committee for the Justin Moore and St Jude’s annual golf tournament, she volunteers her time for the Sunshine School Annual Art Gala and is involved with the PTO for her oldest daughter’s school. She also co-founded PowHer Players LLC in 2017 with a mission to help create a space for women to come together and be their authentic selves. Kristin and her husband Rob live in Bentonville with their two girls, Bryce and Charlotte, and two schnauzers, Dolce’ and Oscar.

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Allen Earnheart

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Financial Services Professional

Allen earned his bachelor's degree in financial wealth management from Arkansas State University in 2019 and began working in the banking industry immediately after as a loan officer. He connected with New York Life in the Summer of 2020 and began his practice later that year in Jonesboro, AR. Having both of his parents being teachers, Allen felt drawn toward education and coaching. This is reflected in his planning process, as he enjoys not only establishing financial plans for clients but also making sure they truly understand the decisions they are making and the value that it brings. Allen feels that building true relationships upon hard work, transparency and trust is key to his practice.

During his time thus far with New York Life, Allen has earned many awards and accolades. This includes national awards, council honors, and multiple registrations. He plans to build upon this success so he may continue to learn and grow in his career.

Allen is married to his lovely wife, Grace, who is an OR Nurse at NEA Hospital. Outside of work they spend the majority of their time chasing their dog, Maverick. Their faith and family are what matters to them most and is also what Allen attributes his success to.

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Chris Foley

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Financial Services Professional

Welcome! I'm a passionate financial professional committed to protecting what matters most to you and your business. With a deep understanding of the unique challenges faced by individuals and businesses, I specialize in crafting tailored solutions that safeguard your dreams and ambitions.

My journey in the financial services industry is fueled by a genuine desire to make a positive impact in people’s lives. I believe in building strong, personal relationships with each client, ensuring that I fully understand your specific needs and concerns. Whether you're an individual seeking protection for your family or a business owner looking to secure your enterprise, I'm here to guide you every step of the way.

In this ever-changing world, I stay abreast of the latest trends and developments in the industry to offer you the most up-to-date advice and products. My approach is simple yet effective: listen, understand, and then deliver. I'm not just your agent; I'm your advisor, your supporter, and your partner in navigating the complex world of insurance.

Let me help you find peace of mind with solutions that are as unique as you are. Reach out today, and let's start building a safer, more secure future together.

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Levertus \"Trey\" Hays, III

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Agent

As a licensed Agent with New York Life Insurance Company, I'm proud to serve individuals, families, and business owners throughout Centerton, Northwest Arkansas, and beyond. I earned my degree in Marketing Management from the University of Arkansas in Fayetteville, and I use that foundation to provide thoughtful, strategic financial solutions tailored to each client's unique needs.

I joined New York Life because I wanted to get out of retail sales and pursue a career where I could build more meaningful relationships and have a lasting impact. I was drawn to the idea of helping people protect their families, grow their wealth, and plan for the future with confidence. That decision led me to a career I'm truly passionate about-one where I can guide clients through some of life's most important financial decisions.

I specialize in life insurance, retirement planning, and wealth accumulation strategies. My mission is to help you build a secure financial future with clarity and confidence. I believe the most effective strategies start with listening-understanding your goals, your values, and what matters most to you.

Outside of work, I enjoy going to the movies, playing basketball, bowling, and watching sports. Whether we're talking finance or favorite teams, I'm all about building authentic, lasting relationships.

Let's connect and start building your financial game plan-together.

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Jonathan Kazemi

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Agent

I help families achieve their goals by creating a plan using an integrated process to make sure there’s no gaps in their financial future. Using tax shelters and asset protection to secure what matters most to them.

I’ve proudly been with New York Life for over 12 years establishing my practice. Prior to that, I was a martial arts instructor for 15 years. I’ve been in front of people teaching, coaching, and leading since I was 14. Those attributes help create the agent I am today.

In my free time, family has been my first priority. Spending time with my daughter and wife is the most enjoyable part. We love to travel, sit on a patio at our local spots, and enjoy a great atmosphere amongst friends.

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Jancy King

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Financial Services Professional

Both personally and professionally, my desire is to help people. I graduated Ouachita Baptist with my bachelor’s degree in Business Marketing. Shortly thereafter, I began my career at New York Life and I'm forever grateful for the opportunity. I was introduced to New York Life by Beth Perry, an agent of 40 years, who brought me into the business and mentored me. I count it a privilege to work alongside her for many years now. In addition to insurance licenses and certifications, I’m a Registered Representative with NYLIFE Securities which has given me more tools to assist clients within the planning process.

My mission is to help my clients achieve their personal and financial goals and to be respected as a professional who brings the best-tailored solutions to each person. My first priority is providing income protection for families and their loved ones. Then we move to accumulation strategies, planning for retirement, saving for large purchases, and funding education for children or grandchildren. Finally, I help those that are entering retirement to have peace of mind as they change from accumulation of assets to the distribution of those.

My family and I live in Russellville. I'm married to my wonderful husband Ryan, he works as a Park Ranger. We have three beautiful daughters and spend most of our time playing with the girls! Something we all enjoy doing is riding the Suzuki in the wildlife management area behind our house as well as traveling and experiencing new things. God has blessed my family and I so very much!

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Keith Konecny

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Financial Services Professional

Let me help you find peace of mind with solutions that are as unique as you are. Reach out today, and let's start building a safer, more secure future together.

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Elmer London

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Financial Services Professional

I am absolutely dedicated to my clients’ well-being and take special care in listening and analyzing their situations to provide the best solutions possible. I work hard to keep abreast of all changes in laws and regulations to make sure my clients can make the most out of their money. I am a member of the Executive Council, achieved by only the top agents of New York Life.

I attended college at the University of Arkansas at Pine Bluff, where I was inducted in the National Alumni Association Hall of Fame in the Business category. My degree is in Business Economics. I am very active in the local alumni chapter where I have served as campaign manager for the homecoming queen and played a significant role in the 2016 National Alumni Summer Conference held in Little Rock, Arkansas.

I was born and raised in De Witt, Arkansas. I am a graduate of De Witt High School where I was a good student and a 3-year All-State varsity athlete in basketball. I’ve been married to my wife Pamela for 30 years and we have 5 grown children. I am a man of faith and am thankful for a loving God to guide my choices and decisions.

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Jerrod Lynn

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Financial Services Professional

Jerrod Lynn grew up on a family row crop farm in Southeast Missouri. The values and principles that he learned on that farm about finances, ethics, and hard work are reflected every day in his practice. Needless to say, he learned the value of money early on in his life. Shortly after graduating with his B.S. in Agricultural Economics, he began his career at New York Life. Jerrod's main goal was simple, \"help other people.\" He has thoroughly enjoyed working with young families, business owners, farmers, medical professionals, and steel-mill workers - assisting them with preparing for their financial futures. What sets him apart from others, is the amount of transparency he has with his clients.

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Tim Martin

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Financial Services Professional

I started my career with New York Life in 1998 because I love helping families with their financial needs.

My office is on Main Street in Russellville, AR, where I grew up and then went on to raise my two children, Nathan and Haley and one grandchild Emerson. During that time, I was president of the tennis association and also president of the soccer association and helped develop a much-needed soccer complex for the 1000+ young soccer players in the area. With a young family of my own, I was passionate about helping other families personally and professionally.

I currently live in Little Rock and commute weekly to my Russellville office. Now that my children are grown, I enjoy playing pickleball and serving as a USA Pickleball Ambassador to help new players learn the sport. I also enjoy playing golf and volunteer with the PGA.

My wife Dani and I have enjoyed traveling to London, Germany, Australia, and Shanghai. But our favorite place is the beach.

Over the years I’ve been privileged to be a part of my clients lives. It’s an honor to help a young family set their financial goals and then help them achieve those goals.

I was rookie of the year my 1st year and the recipient of the Life Foundation award.

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Jennifer Garcia Martinez

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Financial Services Professional

Hello, I'm Jennifer, a dedicated financial professional proudly representing New York Life Insurance Company. I was born and raised in Arkansas. Go Hogs! Where I earned my bachelor’s degree in marketing from the University of Arkansas, marking a significant achievement as a first-generation college graduate.

Family is at the heart of everything I do. Together with my loving spouse Jesus and our spirited daughter Rose, we cherish the vibrant community and natural beauty of Northwest Arkansas.

My passion for community empowerment drives my career. I am committed to serving the Latino community as an educational resource in financial matters. Whether helping business owners navigate financial strategies, guiding young professionals and families in building a solid financial foundation, or assisting affluent pre-retirees in maximizing their retirement benefits, I am dedicated to ensuring every client's financial goals are met with clarity and confidence.

At New York Life, I embrace a full array of solutions to help achieve your financial strategy, emphasizing education and empowerment. My goal is to help individuals and families not only secure their financial futures but also build a lasting legacy for generations to come.

Outside of work, I enjoy staying active with hobbies like running and spending quality time with my family, as well as volunteering at local non-profits. Through my work and personal pursuits, I strive to make a positive impact, one client and one community at a time.

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Body Copy Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna.

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Karen Mathiowetz

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Financial Services Professional

Karen has been a resident of central Arkansas since age 4, moving here from Puerto Rico with her parents. After graduating from Conway High School, she attended the University of Arkansas where she graduated with her degree in Interior Design. She worked in the interior design field for several years. Life then took a sweet turn when a longtime family friend asked Karen to run a local bakery on her behalf. Over the next decade, she completely oversaw the bakery’s operations, profitability, and staffing. Under her leadership, the bakery realized steadily increasing profits year-over-year. She remembers how she had to rise to the challenge of responding to COVID in 2020 with enhanced creative marketing, resulting in business growth that year as well. Now that her children are grown and recognizing her own management skills, she decided to start a business of her own. She chose New York Life so that she could make a positive impact on as many families and local businesses as possible.

During her interior design days, Karen delighted in creating spaces that brought peace and happiness to her clients. Today, it feels natural to build on that same foundation of creating financial homes for families and business owners. Just like every home design was unique, her recommendations are based solely on each person’s individual goals and priorities. She feels most rewarded when helping clients understand their options and achieve their goals not only for today’s needs but for tomorrow’s as well. A simple quote that has always resonated with Karen is:

“The secret of getting ahead is getting started.” – Mark Twain

Karen and her husband Craig have made Little Rock their home since 2000. They have a son, Riley, who is currently attending the University of Arkansas as well as a daughter, Maddie, who will graduate Mount St. Mary Academy high school in 2025. Completing their family is a sweet rescue dog, Harley, who has the whole family well trained. Any spare time is most happily spent enjoying family and friends, tailgating at Razorback games, traveling, reading, trying new recipes, and exploring wines of different regions.

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Scott McCluskey

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Financial Services Professional

In this ever-changing world, I stay abreast of the latest trends and developments in the industry to offer you the most appropriate guidance and product solutions. My approach is simple yet effective: listen, understand, and then deliver. I'm not just your agent; I'm your supporter, and your partner in navigating the complex world of insurance.

Let me help you find peace of mind with solutions that can best meet your needs. Reach out today, and let's start building a safer, more secure future together.

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LESLEY NALLEY

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Financial Advisor

After spending 25 years in corporate financial and economic development roles, Lesley set out to assist individuals and small business owners with prioritizing their own financial peace of mind. Together, they navigate the process of building, protecting, enjoying and sharing wealth by addressing needs such as lifetime income strategies, business succession solutions, college funding, retirement, legacy strategies and managing costs for extended periods of care or disability.

Lesley holds a Bachelor of Science in Accounting, an MBA in Human Resource Management, insurance licenses in Arkansas, California and Washington and the RICP (Retirement Income Certified Professional) designation.

She enjoys giving back to the community and life-long learning through her involvement in various organizations. She is an active member of the Estate Planning Council of Arkansas and the Arkansas Women’s Leadership Forum, is a VC Woman Achieve mentor, serves on the Accounting & Financial Women's Alliance of Central Arkansas board and is the Treasurer of Little Italy, Arkansas Heritage Society and Museum.

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Dick Patterson ChFC^®, CLU^®, ARPC^®

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Financial Advisor

For more than 50 years, Dick has been helping his clients in financial, business, and estate planning. He has been affiliated with New York Life for over 50 years. He is a member agent of The Nautilus Group, an exclusive, advanced planning team for estate conservation and business continuation strategies. The Nautilus Group, a service of New York Life Insurance Company, is only open to approximately 220 of the company's more than 10,000 agents.

Dick currently holds a FINRA Series 6, 63 and 7. He is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser and a Registered Representative with NYLIFE Securities LLC (Member FINRA/SIPC), a licensed insurance agency.

Dick is a member of the Association for Advanced Life Underwriting (AALU). The mission for AALU is to promote, preserve and protect advanced life insurance planning for the benefit of its members, their clients, the industry and the general public. He is also a member of the Central Arkansas Estate Council, a group dedicated to ongoing education involving trust, estate, and investment issues.

Dick has earned numerous industry and company achievements, including Life Member of the Million Dollar Round Table. He has received the Lifetime Achievement Award from the Arkansas Chapter of the Society for Financial Service Professionals. He has also served as President for the Arkansas Chapter of National Association of Insurance and Financial Advisors (NAIFA) of the State of Arkansas. He was also President of the Central Arkansas Chapter of the American Society of Chartered Life Underwriters^®. He was recognized as a New York Life Arkansas Associate of the Year and also was Agent of the Year.

Dick has been involved in many civic activities, including the Advisory Board for the Salvation Army and State Chairman for the March of Dimes. He has also served as President for organizations including RSVP, the Retired and Senior Volunteer Program of Central Arkansas and the High Noon Toastmasters Club. He has earned the designation of Distinguished Toastmaster and Lifetime Achievement Award. He is also an ordained Deacon in the Catholic Church.

Dick is a graduate of Bowling Green State University in Bowling Green, Ohio, with a BS in Business Administration and a concentration in Marketing. He has also completed the extensive studies necessary to earn the Chartered Life Underwriter's (CLU^®), the Chartered Financial Consultant's (ChFC^®) and the Accredited Retirement Plan Consultant's (ARPC) designations.

Dick has been married to Suzanne for 55 years. They have three children, Christopher, Jonathan, and Bethany ...and 5 grandchildren.

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Gary Peisert, FSCP^®

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Financial Services Professional

After spending 20+ years in law enforcement, Gary started with New York Life. He got off to a great start early in his career, passing multiple certifications and becoming a Registered Representative during his onboarding period.

Gary has achieved multiple national as well as industry awards. In Gary’s first six months, he qualified as a Summit agent. In his second year, he qualified for Executive Council and expects to be a perennial Council agent going forward. Gary also qualified for Million Dollar Round Table (MDRT) in 2021. This prestigious honor is for the top 3% of advisers across the country. Additionally, Gary has earned numerous awards within the Arkansas General Office.

Gary earned his Financial Services Certified Professional designation in 2022 and currently is working on his next designation. He is committed to continued education to stay on top of the game in all facets of his business.

Gary works mostly with young families, small business owners, law enforcement families and pre-retirees. As part of his retirement planning process, he has become an expert on long term care planning, using long term care insurance and other solutions to help clients prepare for this retirement risk.

Gary is licensed in multiple states and was doing virtual appointments pre-pandemic so where clients are located has never been an issue for him.

Gary prides himself on excellent customer service and cherishes his clients. He has become close friends with a lot of them which he describes an awesome benefit of being a trusted advisor. He loves the social aspects of his career and enjoys checking in on clients periodically just to see how their lives are going. Gary works tirelessly for his clients which leads him to getting more referrals. His career success is proof of that.

Gary makes Bentonville his home and loves to spend time with his family - wife Stephanie, daughters Madison and Morgan (13 & 8) and their two dogs Boone and Oakley. They share a love of the outdoors, sports, and fitness. Gary is an avid outdoorsman. He also volunteers a great deal of his time in the community, serving as Parent Teacher Organization Officer and coaching youth basketball.

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Marcus S. Shock, LUTCF

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Financial Services Professional

I am a Conway native and graduate of Conway High School. I earned a degree in Business Management from the Walton College of Business at the University of Arkansas in Fayetteville. I am a third generation New York Life Financial Services Professional with 16 years of service. My family has represented New York Life in Conway, AR since 1949.

My primary focus is working with individuals, families, and business owners in the areas of asset protection, asset accumulation, and asset distribution. We focus on building a solid financial foundation accompanied by asset growth and accumulation during every stage of life. My New York Life detached branch office is located in downtown Conway, AR.

My wife Elizabeth and I have been married for 13 years. During my free time, I enjoy hunting, fishing, sunny days on Greers Ferry Lake, and Arkansas Razorback Sports. I am a member of the First United Methodist Church of Conway, Conway Kiwanis Club, NAIFA-Arkansas, Conway Area Chamber of Commerce, and the Conway Downtown Partnership.

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Mike Shumard

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Financial Advisor

Agent and Registered Representative New York Life Insurance Company and NYLIFE Securities
31 years in practice
Managing Member - TSG Financial LLC
Agent Member of The Nautilus Group
Registered Investment Advisor - Eagle Strategies
President - Fulmer Shumard Inc.
Life & Qualifying Member of MDRT
Lifetime Council Member - New York Life Insurance Company
Past President NAIFA - Western Arkansas, 1998 - 1990, 2008 2009
NALU Rookie of the Year 1991
New York Life Rookie of the Year 1991
New York Life Agent of the Year 2010
Married to Karen Shumard - 42 years
Two children Natalie and Brandon
Three grandchildren

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Michael Verser

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Financial Advisor

Let me help you find peace of mind with solutions that are as unique as you are. Reach out today, and let's start building a safer, more secure future together.

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Adam Wheeler

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Financial Advisor

I earned my degree in Finance and Investment Management from the University of Arkansas with the intention of doing exactly what I am doing now, but landed in an accounting career path immediately following college. It didn’t take long for me to realize it was time to pursue what I intended to do. I joined New York Life with my business partner, Mike Shumard and TSG Financial, and have never looked back.

The primary focus of my practice is helping physicians and medical professionals, along with family owned businesses, navigate their financial lives. My focus is two- fold with planning focused on accumulating assets in a tax efficient manner both for today and in retirement, along with ensuring their assets, incomes, and families are protected along the way from financial “curve-balls” such death, disability, and volatile times in the financial markets. The greatest joy I get out of my career is seeing the relief, and sometimes even tears of joy, after I have worked with someone in putting together a plan for their financial goals and the new or refreshed feeling of control they have over this area of their lives.

I have been married to my wife, Danielle, for 11 years and we spend most of our time chasing our son, Emory, and two daughters, Ellington and Emmalyn. We reside in Fort Smith, AR. When I am not coaching youth baseball or being a cheer dad, I fill my time with Razorback baseball and football or smoking award winning BBQ! I also enjoy anything outdoors with my family such as hunting, fishing, camping, or finding Arkansas waterfalls. Our families foundation is founded in our faith in Christ and our active involvement in our church Grand Avenue Baptist church.

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William Young

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Financial Services Professional

I am a native Arkansan, born in Fort Smith. I graduated from the University of Arkansas with a degree in International Relations. I chose that line of study due to being one of the owners of my family’s business which partnered with a Swiss company. I even served as a translator for the business and lived in Switzerland for some time. I transitioned to a financial professional at New York Life Insurance Company because I found through this career, I can create an even greater impact for people I care about.

My studies and experience taught me that we are all the same but on the other hand, we are all different. I place a high value in understanding your story – your background, culture, and history. Then I work alongside you to create your future by implementing tax-efficient strategies* to turn your financial goals into a reality. And along the way, I love the close, personal relationships that I build with each client and family.

As a former business owner with my family and now a growing financial practice, I have a focus on other local business owners. I am here to guide you to make informed decisions for your company, employees, and your own family.

In an economy that is fast-changing in spite of its cyclical nature, I am always continuing my education to stay current with financial trends. My purpose is always to be a resource to my clients – essentially operating as an instructional compass for to you navigate the financial terrain.

Outside of work, I am a huge soccer fan and love being on any river or lake, especially in a kayak, canoe, or raft. My beautiful fiancé Rachel and I live in Springdale, Arkansas. We love being outdoors and spending time together.

Don't hesitate to reach out today to help me give you the peace of mind by starting to build a better, more secure future together.

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*Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

**Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.

***MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.

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