The firm
Fee-only since 2007
Not a positioning statement. A constraint the founder took on by giving up the licenses that would have let him do otherwise.
- 2007
- Fee-only since
- 30+
- Years advisingAs of 2026
- $300M+
- Assets managedAs of August 2026
- 3
- Market crises advised through
- 2
- Offices
Why the firm exists
Built for the phase that gets the least attention
Much of financial advice is built around accumulation: save more, stay invested, let time compound. That advice is correct. For the thirty years spent building, it is the right advice.
What it is not built for is the decade when the tide reverses. ClientFirst specializes in that window, the five years before a retirement date and the five years after, because that is where the decisions are concentrated and where generic advice stops being enough.
The firm has two offices, in Little Rock and Fort Worth, and manages more than $300 million for its clients, as of August 2026. It does not sell products, does not earn commissions, and does not require anyone to transfer assets to work with it.
On the record
Credentials and memberships
- Designations
- CFP®, ChFC®
- Education
- B.S. Business Administration, The Citadel · MBA, University of Arkansas
- Professional memberships
- NAPFA · FPA
- In the press
- Bylined in Barron’s · Quoted in dozens of articles
- Published
- How to Select a Financial Advisor: The Least You Should Know
- Market crises advised through
- 1987 · 2000–2002 · 2008
Start with a 15-minute call
Step one is a 15-minute discovery phone call about your situation: your concerns, your goals, and whether our firm is a good fit. No cost, no obligation, and no requirement to transfer assets.