Specializing in portfolio management and advising clients, Clay holds a Chartered Financial Analyst (CFA) designation.

He graduated from the University of Arkansas with a degree in Accounting and is from the Northwest Arkansas area.

He has worked in the investment industry since 2003 and is Series 7, 63, and 65 registered.

Outside of work, Clay enjoys snow skiing, mountain biking, fishing, and camping with his family. He serves on the Rogers City Council, was a founder of the Rogers Cycling Festival, and enjoys volunteering in the community.

Email: clay @ wealthpath.net

Erik has been a part of WealthPath since the beginning and brings technical skill to our team. He has an undergraduate degree in computer science from Rhodes College and a master's degree in computer science from Washington University in St. Louis.

Erik holds a Series 65 registration and his main areas of focus at the company are research, data analysis, portfolio management, financial planning, and software development.

A Rogers native, Erik enjoys bicycling and hiking with his wife Karin and two children, Karl and Kaden.

Email: erik @ wealthpath.net

Tracie graduated from the University of Southern California in Los Angeles, CA, with a Bachelor of Arts degree in Psychology.

She operates out of our Fayetteville office, and she has been in financial services for more than two decades.

She obtained her series 7 and 66 registrations and her life and health license in 2002 and has been helping individuals and businesses ever since. She focuses on investments, health insurance, retirement planning, Medicare plans, and long-term care insurance.

Tracie enjoys riding horses, gardening, volunteering, and spending time with her husband and three children outside of work.

Email: tkarr @ wealthpath.net

Rick brings a strong skill set to our Little Rock office having served as a corporate counsel since 1990, with 16 years of experience as a financial advisor.

He attended the University of Arkansas in Fayetteville for both his undergraduate and law degrees.

He holds Series 7 and 65 registrations, and his areas of focus are retirement plans and individual wealth management.

Rick likes spending time with family, volunteering at church and non-profits, watching and coaching his children’s and grandchildren’s sports, and biking and traveling when he can.

Email: rick @ wealthpath.net

Matt joined WealthPath in 2014, where he focused on providing research support.

Matt graduated from the University of Arkansas in 2015, where he received double bachelor degrees, a B.A. degree in Economics, and a B.A. degree in Spanish, and he holds a Series 65 registration and his insurance license.

Since 2015, Matt has been providing investment advice and wealth management strategies to clients in Arkansas, Oklahoma, and Texas.

Outside of work, Matt enjoys spending time with his wife, Melissa. They love the outdoors, exploring the Ozarks, and playing with their dog, Rory. Matt is also an accomplished musician and songwriter.

Email: matt @ wealthpath.net

William has over 20 years of experience in the finance and insurance industry. He started in the employee benefits business in 1998, working with cities and counties in Arkansas.

Since then, he has worked with many agents and planners as a product specialist for their insurance needs.

He is an Accredited Investment Fiduciary®, Series 65, 63, and 6 registered, and holds multiple insurance licenses.

William is a Christian and spends much his free time with his son Bain at the lake, the ball field, or hunting and fishing.

Email: wmclemore @ wealthpath.net

April stepped into the Director of Operations position in August of 2021. She joined our team with a combined two decades of experience in financial services and retirement plans. April provides leadership to the support team, works directly with clients, and manages office responsibilities.

April grew up in Northwest Arkansas, graduated from the University of Tulsa, and previously worked for MoneyGram International and the Bank of Oklahoma.

Away from the office, April stays active with her husband and five sons. She also holds leadership roles in multiple school organizations and volunteers in the community. She enjoys running, watching her boys play sports and spending time with her extended family.

Email: april @ wealthpath.net

Tracy is usually the pleasant voice you will initially hear when you call the office line. She is also the first to greet you with a smile when you visit our Rogers office.

She provides administrative support services to our advisors and partners. She is from Northern California and previously worked at Generations Bank. She completed her bachelor's degree at Sonoma State University and a Master of Arts in Early Childhood Education at Chapman University.

Tracy is the proud mother of four children. She loves spending time with her husband David and the kids, enjoying family dinners, and relaxing poolside.

Email: tracy @ wealthpath.net

Jennifer brings over two decades of experience in financial services and client management to the Little Rock office.

She grew up in Central Arkansas and attended the University of Central Arkansas. She provides administrative and operational support to our partners and advisors in Central Arkansas.

Away from work, Jennifer loves playing tennis, and spending time with family and friends at the lake or by the pool.



Email: jadams @ wealthpath.net

Logan was born and raised in Arkansas and is a graduate from the University of Massachusetts. While attending UMass, Logan played football and studied at Isenberg School of Business.

After college, he served in the United States Navy. Logan has been working for WealthPath Investment Advisors since the beginning of 2023.

Logan currently resides in Bentonville, where he enjoys mountain biking, going to the lake, and playing golf.

Email: logandarby @ wealthpath.net