Micah is the founder and Senior Wealth Advisor of Heritage Oak Wealth Advisors. He works with a select group of high net worth clients to provide a comprehensive wealth management plan in the areas of investments, insurance and estate planning. Micah has a desire to cultivate lasting relationships with the clients he serves, and his personal care towards each client’s needs are unmatched.
Prior to founding Heritage Oak, Micah was with Arvest Wealth Management for over 16 years. He served as senior vice president and senior client advisor within Arvest Private Banking.
Micah grew up outside of Fort Smith, AR in the town of Lavaca. He graduated high school from River Valley Christian School in 1999 and moved to Fayetteville to attend the University of Arkansas. Micah received his bachelor's degree in finance from the University of Arkansas in 2003, followed by his MBA from the University of Arkansas in 2006. In 2011, Micah obtained the Certified Wealth Strategist® through the Cannon Financial Institute.
Micah currently resides in Bentonville with his wife Lindsey and their four children. He enjoys outdoor activities including camping, hunting, and working on their family farm. Any extra minute he has in his day is spent pouring into his kids and his family.
Lindsey is the founder and Director of Operations of Heritage Oak Wealth Advisors. She works in several facets of the business including human resources, business development, client services, and special events. She has a love for people and enjoys getting to know and meet the needs of their clients.
Prior to founding Heritage Oak, Lindsey’s background was in finance as well as serving as the Executive Director for a local non-profit organization.
Lindsey grew up in Springdale, AR. She graduated from Springdale High School in 2004 and obtained her degree in Business Management from the University of Arkansas in 2008.
Lindsey currently resides in Bentonville with her husband Micah and their four children. She enjoys travel, cooking, and spending time with her family.
Colin is a Wealth Advisor and the Financial Planning Specialist at Heritage Oak Wealth Advisors. On top of managing wealth for his clients, he serves as the front line resource to our clients in building out detailed financial plans and assisting in onboarding new clients.
Prior to joining the Heritage Oak team, Colin worked in marketing - managing digital marketing campaigns for clients like P&G and Kimberly Clark. Over time, Colin started getting a stronger urge to join the financial world as he realized his skillset aligned very well with the services Heritage Oak strives to provide its clients. Colin grew up in Springdale, AR. He graduated from Springdale High School in 2006 and obtained his degree in Human Environmental Sciences with a minor in Marketing from the University of Arkansas in 2012.
Colin currently resides in Fayetteville, AR with his fiancé, Ashley. Outside of the office, he enjoys playing tennis, fly-fishing, poker, traveling, and spending time with family.
Scott is a Wealth Advisor with Heritage Oak Wealth Advisors. In his role, he is able to service clients in a multitude of ways including providing financial plans and advisory services. Scott takes pride in providing top of the line service to his clients, and it is his mission to investigate his clients’ needs and deliver unparalleled customer service with exceptional communication and results.
Scott grew up and went to high school in El Dorado, KS and then pursued his education at Kansas State University earning bachelor degrees in Finance and another in Family Financial Planning. Following graduation, Scott moved to the Kansas City area working for Stepp & Rothwell, an esteemed financial planning firm in Overland Park, KS. In addition to his undergraduate studies, Scott served in the Air Force National Guard in Topeka, KS for 6 years serving a role in Security Forces.
For the last 16 years, Scott has been serving the community as the owner and head clinician of Maximum Performance Spine and Rehab. In this role, Scott enjoyed getting to know patients on a personal level and help create solutions to their needs.
Scott and his wife, Rachel, reside in Rogers with their 3 children. He enjoys sports of all nature, regularly playing and coaching. In addition, he enjoys time in nature to include time at the lake along with hunting. He also invests his time in church and other community programs.