There is no question CPAs have a strong understanding of the financial complexities many clients face when it comes to tax, estate planning, financial analysis and managing cash flow. “As a trusted advisor to our clients, we have insight into the complete picture, both financial and often nonfinancial,” stated Angela Frazier, Managing Partner of EGP Wealth Management.
The complementary relationship between taxation and financial advisory brings many advantages, each impacting the other. Our clients can trust that we are focused on the best interests of their families and businesses so they can have peace of mind in knowing they have prepared for their future and retirement. Working with our firm for both tax and financial advisory services allows for the integration of tax strategies with financial decisions to minimize tax implications. There is simply no substitute for the confidence that comes with the expertise of an experienced advisor.
Angela has more than 25 years of experience helping individuals and businesses with their tax and financial needs. Clients have many questions, like: “Am I at a point where I can retire? How’s my financial health? What does retirement look like for me? As Partner in Charge of Wealth Management, Angela enjoys advocating for her clients as their trusted advisor to answer these questions and to help them chart a course to realizing their financial goals in a tax efficient manner.Contact
Marshall is the Director of the EGP Wealth Management team and has served in the financial industry for over 10 years. He enjoys the variable landscape that Wealth Managers must traverse and specializes in creating efficient portfolios, real estate, banking, construction, and debt management for his clients. A student of Ouachita Baptist University (Finance), University of Arkansas at Little Rock (MBA Economics) and the Graduate School of Banking at Louisiana State University, Marshall also enjoys community volunteerism through multiple avenues.Contact
Colin has extensive experience as a CPA and has been a financial advisor for 11 years putting his Personal Financial Specialist certification to work consulting clients on all matters of taxation, financial management, and estate planning. He is also a Certified Valuation Analyst and Construction Industry Technician. Colin served as an infantryman in the United States Marine Corps Reserve where he received a field promotion, Combat Action Ribbon and other citations while serving in Iraq in 2003.Contact
John is a Certified Valuation Analyst (CVA), a member of the American Institute of Certified Public Accountants and The Arkansas Society of Certified Public Accountants. He entered public accounting in 1974 in Little Rock with a Big Eight (now Big Four) firm. John served as the Managing Partner of EGP, PLLC for nearly 8 years before his transition to Financial Advisor with EGP Wealth Management. Upon joining EGP PLLC in 1987, John was head of the company’s tax department, and has led many special projects for EGP PLLC.Contact
Lindsey has extensive experience as a CPA, her background in audit brings a keen insight to the wealth management team. She has more than seventeen years of experience helping client on issues with accounting, internal control and business processes. She is a native Arkansan and a graduate of Harding University in Searcy, Arkansas. Lindsey began her career with a Big Four firm in its audit practice.Contact
Andrea interacts with all our clients by scheduling meetings with our Wealth Management advisors. She assists the advisors with providing the best customer care and implementing EGP’s Wealth management marketing and business strategies, communications, as well as public and client relations activities. She is dedicated to ensuring your accounts are maintained correctly and that transactions are processed quickly.Contact