Due to the Coronavirus outbreak we are temporarily ceasing all in person meetings at our offices. You can still call our main office or email your advisor and we will get back with you in a timely manner. We are sorry for the inconvenience, but we are trying to do our part for our community in slowing the spread of this virus.
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Make Wise Decisions
With your money so that you can spend your time doing what you love.
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Explore our website to discover the many ways that we can add value to your life.
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We offer advice and solutions for investment management, tax planning, retirement planning, insurance, estate planning, and charitable gifting.
With objectivity as one of our primary values our goal is to give you the best possible advice, whether you are a successful individual, business owner, or foundation.
We help successful families, business owners, and foundations make wise decisions with their money so that they can spend their time doing what they love.
We act as a personal Chief Financial Officer for our clients by ensuring assets are invested wisely, making sure excessive risks are avoided and by seeking for ways to minimize taxes, both on investments and in businesses.
A strong planning process is the best way to create a more financially secure future. It is crucial to create a financial plan that seeks to protect your needs now and plans for the future in a tax efficient manner.
There are many financial products and services in the market. Choosing the ones that best meet a client’s needs can be complicated. Here are some of the areas where we can help.
Investments can play a key role in your wealth management plan. A well-diversified portfolio of high value funds can help you meet your goals.
Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
Insurance is essential to any comprehensive plan. It can protect you and your family from undue hardship.
Retirement Plan Rollovers
When the time comes for you to make the transition from your career to retirement, we will be there to help you structure a retirement income plan that works for you.
Whether you are a business owner looking to set up a plan or a participant, we can help you navigate the complex landscape of retirement plans.
A well executed estate plan ensures your heirs are cared for, minimizes taxes and ensures your desires are carried out with your wealth.
For clients who are charitably minded, we help make your gifts as impactful as possible.
Foundation Asset Management
Clients who have a fiduciary responsibility to their organization are seeking an advisor with the same standard of care. We can give you the objective advice you need to ensure the organization’s goals are met.
Learn more about our amazing team of professionals.
Dr. David Ashby graduated from Southern Arkansas University in 1977 with a bachelor's degree in accounting. He completed his master's in business administration degree at Ole Miss in 1978. For years, David worked as an accountant and taught accounting classes as an adjunct professor for night classes at the University of Ozarks in Fort Smith. In 1996, he earned his doctorate in finance from Louisiana Tech University. One year later he became a Certified Financial Planner™ professional (CFP®) and launched the first financial planning curriculum in Arkansas at Southern Arkansas University in Magnolia. During his time at SAU he was honored with the Peoples Bank Professor of Finance endowment, SAU Faculty Excellence Award for Research and awarded the 2012 Honor Professor designation by his peers. In 2002, he collaborated with Darla Williams, a former student, and opened Mustard Seed Wealth Management. David balanced his teaching career and wealth management career for years but after 23 year of teaching at Southern Arkansas University David retired in 2015 and is focusing solely on Mustard Seed. He has previously served on numerous committees of the Certified Financial Planner Board of Standards in Washington. He has published papers in several professional journals. Give David a call and let him help you reach your goals.
David and wife Judy have 5 children and 12 grandchildren.
Jonathan graduated from Southern Arkansas University in 2001, earning a BBA with an emphasis in Marketing and completed a Master of Divinity from The Southern Baptist Theological Seminary in 2005. After completing the experience requirements, he became a CFP® Professional in 2006. Jonathan went back to SAU in 2009 and graduated in May 2010 earning a BBA with an emphasis in Finance. Jonathan joined Mustard Seed Wealth Management in 2005 and was named partner in 2013. Jonathan works with clients as an advisor and is the author of the book, CFO Dad: How to Lead Your Family to Financial Freedom and Security. Jonathan loves helping people make wise decisions with their money and would love to talk with you about being your personal CFO. In addition, he serves on the following boards: Peoples Bank of Magnolia and The Magnolia Hospital board. Jonathan was voted CFO of the Year for the State of Arkansas as Chief Financial Officer of Peoples Bank of Magnolia, 40 Under 40 by Arkansas Business and Outstanding Young Alumni of the Year by Southern Arkansas University. Jonathan and his wife Emily are the proud parents of five children. Jonathan operates out of Peoples Bank on Jackson Street in Magnolia.
Bruce graduated Summa Cum Laude from Southern Arkansas University in the fall of 2004, earning a BBA with an emphasis in both Accounting and Finance. He was named the Outstanding Student in Finance at the College of Business at SAU for the 2004-2005 academic year. Bruce joined Mustard Seed Wealth Management in 2004 as an intern, and was named a partner in 2011. After completing exam and experience requirements, Bruce became a CERTIFIED FINANCIAL PLANNER™ professional in 2007. He has also worked as a tax professional since 2004 in order to build tax planning expertise. Prior to entering school in 2002, he worked for over 18 years in the chemical industry. Bruce works out of our El Dorado office at 443 N. Washington. Stop by and let him help you make smart decisions with your money.
Angie manages our Magnolia office. She has been a resident of Columbia County for 30 years. Angie graduated SAU in 2004 and went to work immediately with Mustard Seed Wealth Management where she later became Partner in the firm. Angie is a registered investment advisor representative and is zealous about customer service. She works with our clients to add value to their portfolio while making sure their assets are protected. She works with other professionals to ensure the client's insurance needs are met. She also gives guidance to clients on their charitable gifting opportunities. Angie wants to help you make wise decisions with your money so that you can spend your time doing the things you enjoy most.
Minna joined Mustard Seed Wealth Management as licensed Investment advisor representative in August of 2014, after running a very successful in home business for over ten years. Prior to that she worked as a licensed securities broker for Solomon Smith Barney after earning a BBA Degree with emphasis in Finance from SAU in 1998. Currently she spends a lot of her time assisting the other advisors in their duties, while continuing to build client relationships of her own. Minna and her husband Matt live in Magnolia and have three children, who they enjoy hiking and traveling with. Call Minna for your personal consultation.
In 2011, Jen joined our staff at Mustard Seed Wealth Management as an administrative assistant. Jen provides support to the advisors and is often the first point of contact for clients. Her responsibilities include the production and tracking of many types of documents. Jen is instrumental in streamlining our procedures and scheduling client meetings and reviews. Since joining Mustard Seed, Jen has continued pursuing her education at Southern Arkansas University. Jen plans to work towards becoming an advisor. Call Jen and schedule an appointment today and get a second opinion on your portfolio.
Jen and husband Shannon live in Stephens with their daughter.
Laurie Pinner works in our Hope, Arkansas office of Mustard Seed Wealth Management. She has lived in Hope since 2004. Laurie graduated in 2008 with a business degree in Finance from Southern Arkansas University in Magnolia. She holds the Series 6, 63, and 65 license. Laurie is married to Adam Pinner, her high school sweetheart, and they have two daughters, Jillian & Josie, and one son, Jagger Ray. Laurie is passionate about making sure clients are taken care of with a personal touch of old fashion values such as time with clients and face to face meetings. It's important to her to follow through on what she promises. She wants to help clients make wise decisions with their money so that they can spend time doing what they love. Making some of life's biggest financial decisions shouldn't be done alone. Let Laurie help guide you through making these decisions that will impact the rest of your life. She looks forward to serving clients in the Hope area. In addition to her love of being a money manager, she is a member of the Hope Lions Club, the Vice President of the Arkansas State Police Troop G's Spouse Auxiliary, a Court Appointed Special Advocate (CASA) for foster children in Hempstead County, a foster dog mom for Hope for Paws, and attends Garrett Memorial Baptist Church where she and her family love to serve.
Zachary came to Mustard Seed Wealth Management as an intern before graduating from the Southern Arkansas University Honors College in 2007. In 2008, he became an employee then an advisor in the Magnolia office. In 2012, Zachary became the Chief Compliance Officer of the firm. As the CCO, Zachary helps the firm navigate the industry's ever-changing regulatory environment while implementing our policies and procedures. Zachary, his wife Jessica, and their two children live in Magnolia.
Whitney Peterson, Southern Arkansas University Class of 2000, achieved a BBA in finance. In 2013, Whitney became a Certified Public Accountant working in public accounting, assisting clients in compiling financial statements and preparing tax returns. Whitney has worked together with Mustard Seed Wealth Management on behalf of mutual clients through the years. As she observed the positive impact the firm had on their clients financial goals, she realized her accounting and finance skills were becoming a passion to help others realize their financial goals. In 2019, Whitney became a licensed financial advisor and joined the Mustard Seed team in December. Whitney enjoys spending summers at the lake with her family. Whitney would delight in the opportunity to review your current portfolio or help your design a plan to meet your family’s financial goals. Call Whitney and design a comprehensive plan to secure your legacy.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.