We Are Here to Make Our Clients The Money Experts

Who We Are

Aptus provides flat-fee financial services focused solely on what is best for you. We don't sell anything and we don't manage your investments. We’ve designed our financial planning business to remove all significant conflicts of interest so we can give unbiased advice and empower you to take control of your financial life. The relationship is driven by you, not us. You ultimately know more about your money than we do. Our job is to ask questions, listen, and collaborate with you to develop your unique financial plan. 

We have a great team of highly-qualified financial planners who all follow the same processes and philosophies. Our planners collaborate closely outside of meetings, so you benefit from the team's collective expertise and wisdom. Our goal is to educate you and demystify financial planning and investing. We ask you to commit to at least one year of ongoing support, which we believe is critical to achieving your financial goals, and most of our clients remain with us longer term. It never hurts our feelings, though, if you eventually become comfortable managing your finances without our help. Your money, your path.

Aptus Financial is based in Little Rock, AR and serves clients nationwide.

Let's Work Together

Our Team

Tim Quillin

Tim Quillin, CFA

Partner, CFO and Chief Compliance Officer

Matt Duncan

Matt Duncan, CFA

Director of Financial Planning

Annie Quillin

Annie Quillin

Compliance and Administrative Assistant

Stephanie Matthews

Stephanie Matthews

Director of Financial Wellness

Xu Xu

Xu Xu, PhD, CFP®

Financial Planner

Megan Ringle

Megan Ringle, MD, MPH

Financial Planner

Erika Agard

Erika Agard, CFP®

Financial Planner

CJ Rose


Financial Planner

Jack Wooton

Financial Wellness Coordinator

Rachel Hurst

Student Loan Consultant

Special Advisor

Jason Mizell

Jason Mizell, MD

Special Advisor for Physician Education

Our Services

Financial Planning

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Workplace Retirement Plans

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Physician Financial Education

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