Our Team

Jarrod D. Toland AIF® CWS® 

Jarrod D. Toland is president of Advanced Wealth Management. He currently holds professional securities registrations (series 7, 63, 65) and Life, Disability and Variable contract Insurance License (AR Insurance Producer#341221).  He is also a CWS (Certified Wealth Strategist) and an AIF (Accredited Investment Fiduciary).

Jarrod works very diligently with you to create a comprehensive plan that fits your risk tolerance, time horizons, and your financial dreams.

Volunteering in the River Valley is one-way Jarrod gives back to the community. 

 

 

 

 

2005:

-Began a four-year term as a board member for the River Valley United Way.

-Began a 10-year term as a Red Coat – an official representative of the Russellville Area Chamber of Commerce.

-Completed Dale Carnegie course.

2006:

-Completed Leadership Russellville – a program designed to identify, educate, and motivate potential leaders to become involved in the future of the Russellville community. 

2007:

 -Recognized by the Arkansas Democrat Gazette as one of the 20 people to watch for in 2007.

2009:

-Served as board president for the River Valley United Way. 

-Volunteered as a “Big Brother” in the Big Brothers Big Sisters program. 

2017:

 -Served as president of the Red Coat committee. 

2018:

-Began serving on the Potts Inn Museum board.

Aside from volunteering, Jarrod's many hobbies keep him busy outside of the office. His private pilot's license allows him to fly over the mountainous River Valley. He enjoys weekend trips on the lake with family and friends.  Additional interests include playing golf, working out and spending time with his wife and young son.  He is also an active member of Connect Church.   

 

Vikki Johnson CWS® 

Vikki Johnson has been working in the financial business since 1989.  She is a Financial Consultant, Certified Wealth Strategist®, Registered Securities Principal and Branch manager with First Allied Securities, Inc. Vikki currently holds the following professional securities registrations:

   * Series 7 - General Securities Registration
   * Series 24- General Securities Principal
   * Series 63- Uniform Securities Agent
   * Insurance License-(AR Insurance Producer#9055) Life, Disability and   Variable Contracts

Vikki's mission:

 “Bridging the gap with clients through education, knowledge and service. Striving to achieve financial freedom to enjoy the dreams & financial goals for an everlasting relationship for generations to come”

"Striving to Turn Financial Dreams into Reality”

She has been a member of the Lions club since 1997; In 2006, she served as the first female President of the Russellville Chapter. She was a board member of the River Valley United Way from 2002-2004. She is an active member of Second Baptist Church of Russellville. Her hobbies include snow skiing, planting flowers and spending lots of time with her grandkids.

 

 

Chloe Taverner - Client Relations

Chloe graduated from Arkansas Tech in May 2019 where she received bachelors degrees in Public Relations and Speech Communication. Chloe works closely alongside us to ensure we take care of our largest asset, our customers. She manages all things client relations from the quarterly newsletter to birthday cards to referral gifts.

Chloe is an active member at CrossLife church of Russellville. In her free time, she enjoys live music, game nights, and spending time with family and friends.

 

 

 

 

 

 

Erin Baker- Office Manager

Erin recently joined us as Office Manager. An Arkansas Tech University alumna, Erin lives in Dardanelle with her husband Brian and her three children, Ben, Hope and Lydia. She is a part of Connect Church in Russellville.

Erin enjoys volunteering at her children’s schools and has served on the Dardanelle Intermediate School’s Leadership Team the past two years. She is currently serving on the Parental Engagement Committee.  She also helps raise funds for the Dardanelle Summer Food Program which provides food in the summer to students and families in need.

In her free time, Erin enjoys reading and being outdoors with her family. If she's lucky, she gets to do both at the same time! Erin is excited to serve alongside the Advanced Wealth Management team to help you reach your goals.