Team-Based Wealth Management

Our team combines experience with long-term continuity.

CREDENTIALS

Members of our team hold the highest professional designations within their respective fields.

CFP® CERTIFICATION

The CFP® Certification identifies professionals who have met the high standards of competency and ethics established and enforced by CFP Board.

CFP® Website

CFA DESIGNATION

The CFA designation is globally recognized and respected as one of the highest educational standards in the investment community.

CFA Website

Certified Public Accountant (CPA)

The CPA designation is assigned to accounting professionals who have met state licensing requirements through education, experience, and successful completion of the CPA exam.

AICPA Website

FIRM LEADERSHIP

Click below to learn more about our firm's leadership.

brock gearhart
Chief Executive Officer & Principal

G. Brock Gearhart, CFA
lisa brown
President & Principal

Lisa A. Brown, CFP®
Johann Komander
Managing Director, Investment Management

Johann Komander
brock gearhart

Chief Executive Officer & Principal

G. Brock Gearhart, CFA

  • Joined Greenwood Gearhart in 2008.
  • Over 15 years of experience in investment and wealth management.
  • Previously served with Merrill Lynch in Private Bank and Investment Group in New York.
  • B.S.B.A., University of Arkansas.
  • Named Walton College of Business Outstanding Student in Finance.
  • Chartered Financial Analyst (CFA) Charterholder.
lisa brown

President & Principal

Lisa A. Brown, CFP®

  • Joined Greenwood Gearhart in 2016.
  • Oversees firm’s operations, service offerings, and client experience initiatives.
  • Serves as Greenwood Gearhart’s Chief Compliance Officer.
  • Nearly 20 years of business and wealth management experience.
  • B.S.B.A., University of Arkansas.
  • Certified Financial Planner (CFP®) certification.
Johann Komander

Managing Director, Investment Management

Johann Komander

  • Joined Greenwood Gearhart in 2019.
  • Oversees firm’s investment management, research and portfolio management efforts.
  • Over a decade of experience in financial markets and investment management.
  • Previous experience with Morgan Stanley and Goldman Sachs in New York.
  • B.S., Massachusetts Institute of Technology (MIT).
  • Completed Chartered Financial Analyst (CFA) Level I

Team Members

Click on a team member to learn more about your dedicated wealth management team.

damon allen akin
Associate, Client Experience

Damon Allen Akin
denise anderson
Director, Portfolio Management

J. Denise Anderson
Wealth Advisor

Madison V. Blalock, CFP®
Yvonne D. Chauvin
Manager, Client Experience

Yvonne D. Chauvin
jon fagg ii
Associate, Investment Management

Jon M. Fagg II
Director, Wealth Management

Corbin C. Foster
Mason S. Lane
Analyst, Client Experience

Mason S. Lane
Jett Moore
Director, Wealth Advisor

Jett T. Moore, CFP®
Kate Morris
Intern, Accounting Services

Kate Morris
carla petty
Director, Retirement Plan Services

Carla Petty
Rachel Proctor
Director, Accounting Services

Rachel Proctor, CPA
Heard Stoddard
Wealth Advisor

Heard Stoddard, CRC®
Donna Wetzel
Administrator, Client Experience

Donna Wetzel
damon allen akin

Associate, Client Experience

Damon Allen Akin

  • Joined Greenwood Gearhart in 2018.
  • Member of financial planning and client service teams and oversees firm’s marketing & public relations efforts.
  • B.A., Lyon College.
  • M.Ed., University of Arkansas.
denise anderson

Director, Portfolio Management

J. Denise Anderson

  • Joined Greenwood Gearhart in 1996.
  • Oversees portfolio administration and trading; investment committee member.
  • Nearly 30 years of experience in wealth management, accounting, and finance.
  • B.S.B.A., University of Arkansas.

Wealth Advisor

Madison V. Blalock, CFP®

  • Joined Greenwood Gearhart in 2019.
  • Manages delivery of the firm’s services to multi-family office clients; Wealth Advisor.
  • B.S., University of Arkansas.
  • Certified Financial Planner (CFP®) certification.
Yvonne D. Chauvin

Manager, Client Experience

Yvonne D. Chauvin

  • Joined Greenwood Gearhart in 2017.
  • Oversees client service initiatives; assists with implementation of regulatory compliance protocols.
  • B.S., University of Arkansas for Medical Sciences.
  • M.B.A., University of Central Arkansas.
jon fagg ii

Associate, Investment Management

Jon M. Fagg II

  • Joined Greenwood Gearhart in 2018.
  • Assists portfolio management and research teams in securities analysis.
  • B.S.B.A., University of Arkansas.
  • Completed Chartered Financial Analyst (CFA) Level I

Director, Wealth Management

Corbin C. Foster

  • Joined Greenwood Gearhart in 2014.
  • Oversees firm’s team of wealth advisors and multi-family office services.
  • Nearly a decade of experience in wealth management industry.
  • B.S.B.A., University of Arkansas.
Mason S. Lane

Analyst, Client Experience

Mason S. Lane

  • Joined Greenwood Gearhart in 2023.
  • Assists client experience team with delivering the full resources of the firm to clients.
  • B.S.B.A., University of Arkansas.
Jett Moore

Director, Wealth Advisor

Jett T. Moore, CFP®

  • Joined Greenwood Gearhart in 2015.
  • Member of financial planning team and Wealth Advisor.
  • B.S.B.A, University of Arkansas.
  • Certified Financial Planner (CFP®) certification.
Kate Morris

Intern, Accounting Services

Kate Morris

  • Joined Greenwood Gearhart in 2024.
  • Assists accounting services team with delivering the full resources of the firm to clients.
  • Pursuing B.S. in Marketing, University of Arkansas.
carla petty

Director, Retirement Plan Services

Carla Petty

  • Joined Greenwood Gearhart in 2022.
  • Oversees Qualified Retirement Plan Administration services provided through Greenwood Group.
  • Over 25 years of qualified plan administration, design, and implementation.
Rachel Proctor

Director, Accounting Services

Rachel Proctor, CPA

  • Joined Greenwood Gearhart in 2023.
  • Oversees firm’s accounting services and tax coordination for client families.
  • BBA, Accounting, University of Central Arkansas.
  • Certified Public Accountant.
Heard Stoddard

Wealth Advisor

Heard Stoddard, CRC®

  • Joined Greenwood Gearhart in 2024.
  • Member of financial planning team and Wealth Advisor.
  • B.S., University of Arkansas.
  • M.B.A., University of Arkansas.
  • Certified Retirement Counselor (CRC®) designation.
Donna Wetzel

Administrator, Client Experience

Donna Wetzel

  • Joined Greenwood Gearhart in 2022.
  • Assists client experience team with delivering the full resources of the firm to clients
  • Decades of experience in legal administration field.

Important Disclosures

Neither professional designations, credentials, nor the experience or expertise of a particular adviser should be construed as a guarantee of a particular outcome. Please see our Disclosures page for further information regarding the professional designations and credentials discussed. Neither personalized nor specialized services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. See our disclosure page for additional information on the credential discussed here.