The WealthPath Team


Jim Edmiaston

Partner, Investment Advisor

jim @ wealthpath.net

With a focus on client development and portfolio management, Jim is one of the founding partners at WealthPath Investment Advisors. A native to the Northwest Arkansas region, he graduated from Northeastern State University with Bachelor's Degrees in Finance and Marketing. As a Series 6, 7,  65, and 66 licensed advisor, Jim works with a wide range of clients and provides individualized investment strategies. Outside of work, Jim enjoys spending time with his family and coaching youth sports in Northwest Arkansas area, as well as kayaking, golfing, and camping.

Erik Berry

Partner, Investment Advisor

erik @ wealthpath.net

With over 6 years of experience in the investment industry, Erik brings technical skill to the WealthPath team. Erik has an undergraduate degree in computer science from Rhodes College and a master's degree in computer science from Washington University in St. Louis. As a Series 65 licensed financial advisor for WealthPath, his areas of focus at the company are research, data analysis, portfolio management, financial planning, and software development. As a Rogers native, Erik enjoys bicycling and hiking with his wife Karin and two children, Karl and Kaden.

Tracie Karr

Investment Advisor

tkarr @ wealthpath.net

Tracie graduated from the University of Southern California in Los Angeles, CA with a Bachelor of Arts degree in Psychology. Operating out of our Fayetteville office, she is a Series 7 & Series 66 licensed advisor and is an Affordable Care Act Exchange Producer. She focuses on investments, health insurance, and retirement planning, as well as Medicare plans and long-term care insurance. Outside of work, Tracie enjoys spending time with her husband Larry and 3 children.

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Joy Sharp

Operations / Retirement Manager

joy @ wealthpath.net

With 40 years of experience in administrative management roles, Joy brought her expertise to our team, joining WealthPath in 2014. She graduated from the University of Arkansas with a B.S.E in Human Resources and a M. Ed. in Workforce Development. She has been a Certified Administrative Professional since 1986, and focuses primarily on client services and retirement plan support. Away from work, Joy's hobbies include various crafts and traveling.

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William McLemore

Director of Insurance, Investment Advisor

wmclemore @ wealthpath.net

William has over 19 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 of the top agents and financial planners in the state as a product and point of sale specialist for their insurance needs.  William is a Christian and has been married for 14 years to his wife Randi.  They spend much of their free time with their son Bain either at the lake, the ball field, or hunting and fishing.


Clay Kendall, CFA

Partner, Investment Advisor

clay @ wealthpath.net

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 for over 14 years and is Series 7, 63, & 65 licensed. Outside of work, Clay enjoys snow skiing, mountain biking, fishing, and camping with his family. He serves on the Rogers City Council and he is also on the board of Youth Strategies, a non-profit that works with at-risk youth in the Northwest Arkansas area.

Brent Harless

Partner, Investment Advisor

brent @ wealthpath.net

Serving the Oklahoma City area, Brent has been in the investment industry for 9 years where he specializes in employer sponsored retirement plans, individual wealth management and advising university employee portfolios. Joining the WealthPath team in 2007, Brent is Series 6, 63, and 65 licensed. Brent has a B.A. in Finance and is a member of the Global Leadership Council for Investment Stewards. Beyond work, Brent attends St. Monica Catholic Church with his wife Abby and son Brooks, and enjoys spending time of the golf course, playing tennis and fishing.

Rick Lorence, JD

Investment Advisor

rick @ wealthpath.net

Rick brings a strong skill set to the company’s Little Rock office with 11 years of experience as a financial advisor. He attended the University of Arkansas in Fayetteville for both his undergraduate degree and law school. As a Series 7 & 65 licensed advisor, his main areas of focus at the company are retirement plans & individual wealth management. Rick likes to spend time with family, volunteer at church & non-profit organizations, and enjoys running, biking & traveling when he can.

Matt Cooper

Investment Advisor

matt @ wealthpath.net

Matt joined the WealthPath team in October of 2014 where he focuses on providing research support for the company. Recently graduated from the University of Arkansas in Fayetteville, Matt completed degrees in both Economics and Spanish and is a series 65 licensed financial advisor. In his free time, Matt plays in a nationally-touring folk band based in Fayetteville, AR and enjoys hiking, camping and traveling.
 

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Jessica Serrano

Administrative Assistant

jessica @ wealthpath.net

With 16 years of experience in client services, Jessica brought her experience to our team in 2017. She is currently attending Arkansas Tech University pursuing a Bachelor’s Degree in Management and Marketing. She comes to us with a background in banking and finance, and focuses primarily on operations and administrative support. Away from work, Jessica enjoys being mom to an active 3-year-old and traveling.


Jim Mote

Partner, Investment Advisor

jmote @ wealthpath.net

Working in the investment industry for over 30 years, Jim has seen the markets move in every direction and brings extensive experience and skill to the WealthPath team. He graduated from the University of Arkansas where he was a point guard on the men's basketball team. As a Series 7, 8, and 65-licensed financial advisor, Jim's primary focus at the company is consulting and advising retirement plans as well as managing individual and family financial portfolios. In his free time, Jim enjoys spending time with his wife Alice, golfing, reading, and watching the Razorbacks in any sport.

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Scott Daniel

Partner, Investment Advisor

scott @ wealthpath.net

Scott brings unique experience to WealthPath's Little Rock office, advising a wide range of clients with personalized strategies. Starting his career as a financial consultant with PaineWebber Private Client Group, Scott went on to open his own firm before joining WealthPath. Scott is Series 7, 63 & 65 licensed and holds life & health insurance licenses. Graduating from Lyon College with a Bachelor of Science degree, Scott brings nearly two decades of financial advisory experience to the team. He enjoys spending time with family, hunting & volunteering at various Little Rock civic organizations.

Ashley Deason

Operations / Transition Manager

ashley @ wealthpath.net

Ashley is an integral part to the WealthPath team with over 9 years of experience in the investment industry. She is finishing a degree in Human Resources  at the University of Arkansas at Fayetteville and she is Series 7 & 66 licensed. After working for UBS Financial Services for several years, Ashley began working here at WealthPath, where her area of focus is company operations.

 

Heather Cline

Operations / Project Manager

heather @ wealthpath.net

Specializing in operations and project management with over 13 years of professional experience, Heather joined the team in 2016 relocating from Texas to Northwest Arkansas. She graduated from the University of North Texas with a BA in Sociology/Public Administration and a Master of Public Administration (MPA) degree. Prior to joining WealthPath, Heather worked for several organizations in North Texas including an academic health science center, a small business, and a hospital system focusing on project management, grant writing, and research compliance.