Access Newsletter February 2015 2, 2015 | Page 6

Spotlight Client of the Month www.stonewayfinancial.com Paving the Way to Your Financial Future Jim Rees President [email protected] For more than 20 years, Jim Rees, President of Stoneway Financial, LLC and a branch manager for LPL Financial, has provided his clients with the support they need to identify their goals and develop sound plans for their financial future. He specializes in personal financial planning, investment management, retirement, education funding, tax management strategies, estate planning transition strategies, preservation planning/family financial health and portfolio management to match your investment risk tolerance to your portfolio allocation and investment selection. Jim received his B.B.A. degree in 1989 at Henderson State University in Arkadelphia, AR. He is married to Wendi and they have four children: Jace, Jaxon, Jenna & Jessa. STONEWAY FINANCIAL, LLC Was founded with the goal of assisting our clients in every aspect of their financial lives. We have provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and confidence to provide financial independence. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Principle Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your future financial condition. ht p:/ w w.linkedin.com/company/ac es -busines -centers Certifications Series 7, Series 24, Series 63, Series 65, Chartered Retirement Planning CounselorSM.