MEET OUR TEAM
Our team is ready to help you every step of the way. Led by Richard Simpson's experience in the industry and an actuarial science-based method, Simpson Wealth Partners is dedicated to providing you with the tools to retire in the most efficient way possible. Our goal for you is to begin with the end in mind and to work for your increased income in retirement.
Richard Simpson
Senior Advisor
Richard Simpson has been in the financial advisory business for 30+ years. Working as an independent advisor allows him to work with leaders in the financial services industry all over the country (Insurance, Annuities, Investment Management) getting his clients the best these companies have to offer, ultimately saving them time and money. Being a bespoke wealth solution firm, Dick will start with the Intro Call and begin mapping out your full financial journey from approach to descent. He truly believes that, "where many advisors stop short on the climb- accumulation, accrual and savings - we can stay steps ahead by considering how you will safely, and intentionally reach the most efficient way to enter into retirement."
As a former professional golfer, he continues to have a love for the game and plays regularly. The practice and discipline needed for that game carries over to Simpson Wealth Partners. He and his wife reside in Little Rock, Arkansas, where they raised their three, now grown, children.
Lara Keck
Administrative Assistant
Lara is using her extensive experience in office management to make an immediate impact at Simpson Wealth Partners. Whether it is developing deliverables, juggling schedules, overseeing office inventories, or responding to clients: she is ready to contribute. Her educational background includes both a Bachelor of Arts (Psychology and English) degree as well as a Master of Arts (Interpersonal and Organizational Communication) degree. Lara
balances her time between Simpson Wealth Partners and family life. She has wide range of interests including genealogy research, interior design, crafting, trivia, puzzles (word and jigsaw) and collegiate football. Before having children, she spent 15 years on the full-time career track and held positions in non-profit management, event planning and desktop publishing.
Lara and her husband of 20+ years are mostly home bodies but travel regularly to Northwest Arkansas to visit family. They are hoping to put some stamps in their passports once both daughters are in college within the coming year.
Anna Drake
Marketing Consultant & Associate Advisor
Anna brings a wealth of experience and a unique skill set to her role at Simpson Wealth. With a strong foundation in business systems and operations, Anna has a proven track record of driving growth and enhancing client experiences in the competitive financial sector.
Beginning her career as an executive assistant in a local real estate investment firm, Anna quickly transitioned to the role of Director of Operations and Project Management within six months. Her entrepreneurial spirit led her to co-found a real estate investment firm in January 2023, where she excelled as Operations Director until the end of that year. With her experience managing over 250 transactions, Anna has successfully harnessed her knowledge to deliver personalized services to high-net-worth individuals seeking exceptional financial solutions. Driven by a passion for personal development and holistic growth, Anna is committed to fostering lasting relationships with clients. Her dedication to continuous learning positions her as a trusted advisor in the financial services landscape.
Outside of her professional endeavors, Anna enjoys health & fitness, and immersing herself in nature with her husband, Kaleb.
WHY US?
SIMPSON WEALTH PARTNERS
TRUST
A trusted relationship is needed in this industry. A strong commitment to serving our clients is what you will find with Simpson Wealth Partners.
EXPERIENCE
With more than 30 years of experience, Simpson Wealth Partners is going to have the knowlege and tools to get you meeting your retirement goals.
logical
When you see the difference between retiring with accumulated assets only vs. retirement using the Distribution Method, the decision is logical!
Proven
Very few things are certain or guaranteed in life, especially when it comes to finances. We use products and services that are going to get you the results you want.
Craig North
Highly recommend working with Dick Simpson. His firm, Simpson Wealth Partners, introduces an approach that organizes and manages your financial investments, insurance, and planning in a structured framework. As a process driven person, I really appreciate the planning model and the visibility it provides. While the process is extremely important, the commitment to building a relationship is more important.You won’t meet or work with a finer person.
Scot Davis
Dick Simpson has been a terrific resource for Amy and I. He’s a real problem solver and has helped me to navigate some issues related to financial planning, insurance, etc. With his help I started a 529 Plan for our kids, changed insurance (and added more coverage for the same amount) and explored other options to secure my retirement. I know you have other options, but I wanted you to be aware that as a financial consultant, he works with clients to educate, organize and maximize their money and time.
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Find Us
Simpson Wealth Partners
40 Rahling Circle
Little Rock, AR 72223
Phone : (501) 951-0208
Email : richard@simpsonwealth.net
Web : simpsonwealth.net
Views expressed by Simpson Wealth Partners are theirs alone. This summary is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell financial products. Advisory services are offered through Portfolio Medics.
Different type of investments involves varying degrees of risk, and there can be no assurance that any specific financial method will either by suitable or profitable for your portfolio. All financial strategies have the potential for profit or loss and past performance is not guarantee of future success. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark. Past performance is no guarantee of future performance or profitability. The types of products or investments discussed also do not represent all the securities purchased, sold or recommended for clients. Stated information is derived from proprietary and non-proprietary sources that have not been verified for accuracy or completeness. While Simpson Wealth Partners believes this information to be correct and advantageous, we do not claim or have responsibility for its completeness, accuracy or reliability.
All reviews were unsolicited and the individuals were not compensated for their remarks.