At Oak Crest, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Bentonville Office

Ken Kendall

Partner

479-268-4686
479-268-4837
ken@oakcrestwm.com

Ken is one of the founding partners of Oak Crest Wealth Management. He grew up in northern Minnesota and earned a finance degree from Minnesota State University-Moorhead. He received his designation as CERTIFITED FINANCIAL PLANNER™ practitioner in 1999 and holds FINRA Series 7, 66 and 24 registrations through LPL Financial. Ken is a strategic thinker with a drive for excellence and relationship building.

Ken and his wife, Rebecca, have been married for 29 years and have made Northwest Arkansas their home since 2005. They live in Little Flock and enjoy all of the great things about Northwest Arkansas. They have one child, Haley and son-in-law, Evan. They enjoy serving their family, church and community. In his free time, Ken also enjoys reading, travel, and cooking for family and friends.

Clay Guthrie

Partner

479-268-4691
479-268-4837
clay@oakcrestwm.com

A founding partner at Oak Crest Wealth Management, Clay is a lifetime Arkansan. Born and raised in Southeast Arkansas, Clay graduated from the University of Arkansas with a degree in finance. He brings a vast array of financial experience to the Oak Crest team, and enjoys creating relationships with his clients while working to meet and exceed their individual goals.

Clay and his wife Becky, along with their three sons Caleb, Charlie and Cason, enjoy attending Arkansas Razorback football games. Clay can often be found at a junior high or high school sporting event, working outside at the family farm, hunting, or fishing.

Amy Roland

Director of Operations

479-268-4662
amy@oakcrestwm.com

Amy is the Director of Operations at Oak Crest Wealth Management-Bentonville. She is a native of Northwest Arkansas and graduated from Bentonville High School. Amy began her career in the financial industry in 1994. In 2004, she obtained her FINRA Series 7 and Series 66 registrations which she holds through LPL Financial.

Amy and her husband Gale reside in Bella Vista. They enjoy various outdoor activities, particularly boating and paddle boarding on Beaver Lake and riding the Razorback Greenway.


Bentonville Office

3213 NW Avignon Way,
Bentonville, AR  72712

Office: 479-268-4662
Fax: 479-268-4837