Meet The Team

In 1882, the Cravens brothers’ great grandfather founded Merchants National Bank of Fort Smith, Arkansas — a bank so financially sound that depositors nationwide used it as a safe haven throughout the Great Depression. Three generations later, the bank left the family, but its lessons lingered on. Responsible financial stewardship is ingrained in the family’s DNA, a predisposition that proved quite valuable to Cravens’ clients who sidestepped the 2008 financial meltdown, thanks to John Cravens’ prudent advice.

John B. Cravens, AWMAJohn B. Cravens, AWMA

Managing Director

The company was started and is led by John. He has over 25 years as a trusted advisor for affluent families in the areas of multi-generational wealth management and philanthropic planning. His past experience includes several years of commercial lending to closely-held companies. John earned the Accredited Wealth Management Advisor (AWMA) designation awarded by the College for Financial Planning. He is an active member of Purposeful Planning Institute, an organization of professionals engaged in financial advisory and wealth management services. John earned his Bachelor of Science in Business Administration from the University of Arkansas and majored in Finance. Giving back is a priority – John is a member of the board of Friends of WRR Radio and a past president of the board of Junior Players Guild. He enjoys spending time with his wife, Julie, and their two children along with playing golf with friends and clients.

Tracey DanielTracey Daniel

Operations Manager

Tracey is instrumental in the process of aligning operations to deliver solutions for clients and their families. In addition to account setup, maintenance and operations, she helps coordinate crucial information to successfully deliver financial solutions for our clients. Tracey directly assists the advisory team in the financial planning process, investment strategy implementation, investment research and communication, and coordination of outside professional services for client families. She has over 8 years of operational support experience. Tracey earned her Bachelor of Science in Psychology from the University of Texas at Dallas. She lives in Dallas and enjoys spending time with her family and friends.