Deep Roots, Strong Foundations

Meet the team committed to helping you realize your dream retirement.

Experienced, Dedicated, Focused

Our team puts you at the center of everything we do.

Steve Chastain

Stephen Chastain

President, Owner & Financial Professional

A financial services professional since 2009, Steve started his firm in 2022 to continue pursuing his passion for helping the people of Northwest Arkansas create customized financial strategies geared toward their goals and dreams.

Steve has passed his Series 65 securities examination and has his life, health and annuity licenses, making him qualified to offer both investment and insurance products and services. An Arkansas native who has lived in the Rogers area for three-plus decades, Steve attended Henderson State University after attending Crowder College and Heber Springs High School.

Steve and his wife, Carla, have been married for more than 30 years. They have three sons, three daughters-in-law, and a granddaughter named Addie — fondly known as Nugget. They also have a dog named Lilly May.

When Steve isn’t serving his clients, he enjoys hunting for turkey and deer and fishing for trout. A former college baseball player, Steve also loves college football and basketball.

Quentin Chastain

Quentin Chastain

Managing Director & Financial Professional

Inspired from a young age by watching his parents assist families in retiring securely, Quentin developed a deep appreciation for the impact of strong financial planning on people’s lives. He brings that same passion and commitment to his work, finding immense satisfaction in providing clients with peace of mind, knowing they can retire and fully enjoy the lives they’ve worked hard to build.

A self-proclaimed “numbers guy,” Quentin thrives on analyzing financial data to create personalized plans for his clients. He’s especially skilled at comparing indexes, examining performance and breaking down the numbers to help clients make informed decisions tailored to their goals. Holding health and life insurance licenses, Quentin is well-equipped to guide clients through the complexities of retirement planning, ensuring they have strategies in place to protect their income and reduce financial stress.

Outside the office, Quentin’s life revolves around family and the simple joys that ground him. Residing in Rogers, Arkansas, he and his fiancée, Kirsten, share their home with their playful Aussiedoodle, Fynn. Quentin spends his free time watching Kirsten coach, lifting weights and tinkering with computers.

Katie Chastain

Office Manager & Financial Professional

Carla Chastain

Director of Operations

Plant the Seeds for the Retirement You Deserve

It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a visit or registering for an upcoming event.

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