Our Team

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.

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.

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.

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.