Our Qualifications

Nancy J. McMillan, CLU, ChFC

Owner & President

Financial Advisor

Education

Nancy received her B.S.B.A. in Finance and Insurance at the University of Arkansas in 1974.

Professional Organizations

National Association of Insurance and Financial Advisors (NAIFA) member since 1975.

Society of Financial Service Professionals (FSP) member since 1982.

Western Arkansas Estate Planning Council Member since 1990.

Licenses/Registrations

Nancy holds Series 7, 63, and 65 registrations.  

Nancy is securites licensed in AR, AZ, CA, CO, FL, GA, HI, OK, TN, TX, VA.  

She is also a licensed producer of Life, Health, and Disability insurance.

Credentials

Chartered Life Underwriter (CLU) 

Chartered Financial Consultant (ChFC) 

Brett T. McMillan

Vice President

Financial Representative

Education

Brett received his B.S. in Kinesiology from the University of Central Arkansas in 2010.

Professional Organizations

National Association of Insurance and Financial Advisors (NAIFA) member since 2011.  Brett began serving on the NAIFA-Western Arkansas leadership board in 2014.

Licenses/Registrations

Brett holds Series 7 and 63 registrations.  He is securties licensed in AR and OK.  He has also attained his Life, Health, and Disability Insurance license (AR License #368165).

Credentials

Brett has begun studying for his CERTIFIED FINANCIAL PLANNER (CFP) designation and will take the CFP exam after completing the extensive curriculum requirements.

Interests/Hobbies

Brett loves his family and has been blessed with a beautiful wife, Lillie, and their daughter, Brooklyn.  Brett enjoys exercising and reading adventure novels.  Brett has a passion for children's ministry and teaches Sunday School several times each month.

Chelsea Beams

Office Manager

Education

Chelsea received her B.S. in Organizational Leadership from the University of Arkansas Fort Smith in 2013.