Financial Advisors in Rogers, AR

Welcome to the Northwest Arkansas branch of Trek Wealth Solutions – nestled in the Ozark Mountains and known for its natural beauty, vibrant cultural scene and robust economic growth. A hub for outdoor enthusiasts with breathtaking hiking vistas and epic mountain bike trails, it’s also home to some of the largest corporations in the world, including Walmart and Tyson Foods. Our office is located in Suite 101 of the Cooper Communities building at 903 N. 47th Street in Rogers, Arkansas.

Your Rogers, AR Financial Advisor Team

Full biography

Bob Taylor, AAMS®️ AIF®️

Sr. Portfolio Manager
Rogers, AR
As senior portfolio manager for Trek Wealth, Bob implements and manages clients’ investment strategies. Prior to joining Trek Wealth, Bob was a financial advisor and founding partner of Sector Grid Advisors, Investment Management Consultants. During his 50-year career, he has served as branch manager of one of the largest offices in the southern region of a major brokerage firm and chief executive officer of a Registered Investment Adviser (RIA) firm. He is the founder and developer of The Sector Grid investment methodology. 
Full biography

Tonya McKaughan, AIF®️

Sr. Financial Consultant
Rogers, AR
As a senior financial consultant for Trek Wealth, Tonya is committed to personalized service and building long-term relationships with her clients. From the individual client to the corporate retirement plan committee, she strives to ensure the needs for each of her clients are met with the attention they deserve.
Full biography

Kim Smith

Financial Advisor
Rogers, AR
As a financial advisor for Trek Wealth, Kim Smith is dedicated to providing personalized service and building long-term relationships with her clients. She ensures that each client’s unique financial needs are met with the attention and care they deserve.

Rogers, AR Investment Services

Why Choose Trek Wealth?

Proven Track Record: Our financial advisors have a history of delivering results and helping clients achieve their financial goals.

Client-Centric Approach: Your financial well-being is our top priority. We take the time to
understand your unique financial situation and work with you to develop a plan that fits your needs.

Continuous Support: We’re here for you every step of the way. Whether you have questions
about your investments, need to adjust your financial plan, or want to explore new
opportunities, we’re just a phone call away.

Local Expertise

As a trusted financial advisor in Rogers, Arkansas, we understand the unique financial landscape of the area. We're well-versed in the local market and can help you make informed decisions.

Comprehensive Financial Planning

No matter if your financial goals involve preparing for retirement, building a fund for your child's education, or securing your long-term financial stability, our Northwest Arkansas team of financial advisors is here to craft a personalized strategy that suits your unique requirements and aspirations.

Investment Strategies

Investment management services offered in Rogers, Arkansas encompass a range of financial strategies and solutions aimed at helping individuals and organizations grow and protect their wealth.

Retirement Planning

Ensure a comfortable retirement with our retirement planning services. We'll help you create a roadmap for your retirement years, maximizing your savings and minimizing tax liabilities.

Corporate Retirement Plans

We collaborate closely with your management team to administer and manage retirement and 401(k) plans, aligning them with the specific goals of your organization and the financial well-being of your employees. Our aim is to enhance tax efficiency while ensuring these plans serve as valuable assets for your workforce.

Tax Efficiency

Our financial advisors in Northwest Arkansas have expertise in tax-efficient strategies that can assist you in retaining a greater portion of your earnings.

CONTACT ONE OF OUR ROGERS FINANCIAL ADVISORS:

Ready to take control of your financial future? Schedule a meeting with one of our Rogers financial advisors today to set up a consultation. We're dedicated to helping you achieve financial success and peace of mind.

Schedule Meeting

903 N. 47th Street
Suite 101
Rogers, AR 72756
(479) 335-5102
miki@mytrekwealth.com
Monday – Friday 9am – 5pm

Life is an incredible journey. Let's plan for it today.

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About

Trek Wealth’s mission is to provide balanced financial solutions that empower people to do more, go further and appreciate life’s journey. For those looking to prepare for retirement while enjoying life’s experiences along the way, Trek Wealth paves the path for doing both — crafting well-planned portfolios with room for what matters most.
Disclosures
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Advisory services offered through Sowell Management, a Registered Investment Advisor. Trek Wealth Solutions is a division of Sowell Management. Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website or FINRA’s BrokerCheck.®

Contact Information

  • Toll free: 844-744-TREK
  • 5320 Northshore Drive,
    North Little Rock, Arkansas 72118
    501-333-9030
  • 903 N. 47th Street, Suite 101
    Rogers, AR 72756
    479-335-5102
  • 7047 E Greenway Pkwy, Suite 250
    Scottsdale, AZ 85254
    480-602-3665