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Sarah G
CFP®, Series 63
Little Rock, AR
Aptus Financial, LLC
Sarah Gutierrez is a CFP® with 10 years of industry experience, currently serving as an advisor at Aptus Financial, LLC since 2015. She holds a Series 63 license and is based in Little Rock, Arkansas. Outside of her advisory work, she is a 50% owner of Club 27, a salsa dancing and event venue, and serves on the Board of Directors for WEHCO Media, a publishing and cable company. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary management, emphasizing passive, long-term indexing, asset allocation, and client education through regular reviews and targeted programming.
Timothy Q
CFA®, Series 63
Little Rock, AR
Aptus Financial, LLC
Timothy Quillin is a CFA® charterholder with 17 years of industry experience. He has worked at Aptus Financial, LLC since 2017 and previously spent a year at Circumference Group. He is based in Little Rock, Arkansas, and holds a Series 63 license. Aptus Financial, LLC provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning rather than discretionary portfolio management, emphasizing passive, long-term indexing, cash-flow management, and periodic rebalancing, while supporting clients through regular reviews, educational programming, and subscription-based ongoing support.
Charles D
CFA®, Series 63
Little Rock, AR
Aptus Financial, LLC
Charles Duncan is a CFA® charterholder with 25 years of industry experience. He has worked at Aptus Financial, LLC since 2018 and previously spent 18 years with Stephens Inc. Duncan serves on the board and finance committee of the P.A.R.K. Foundation, which supports at-risk youth in central Arkansas. Aptus Financial provides flat-fee financial planning and advisory services to individuals, trusts, charitable organizations, and employer-sponsored defined-contribution plans. The firm focuses on financial planning over discretionary portfolio management, emphasizing passive, long-term indexing, asset allocation, and client education through regular reviews and targeted programs.
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