Northwest Arkansas native, Scott is married to Dianna, and they have three daughters: Kara, Erin and Sophie. Scott graduated from the University of Arkansas in Fayetteville in 1990 with a bachelor’s degree in Finance. He was president of the Portfolio Management Class and was selected for the University’s only internship on the New York Stock Exchange.
He began his career at Stephens in Little Rock. During his 13 years at Stephens, he was responsible for the financial due diligence, evaluation of management and investment recommendations for a number of prominent publicly-traded companies operating in the retail, transportation, manufacturing and banking industries. Scott was responsible for helping his counterparts at large institutional and mutual funds understand the risk and return potential of the various industries and stocks he covered.
From 2001 to 2006, Scott worked for Samco Capital (Dallas, TX) and then with Sandler O’Neill & Partners, a leading NY-based investment bank for financial institutions. The clients of these firms, fund managers, looked to Scott to provide investment insight into publicly-traded financial institutions in Texas and the Southeastern U.S.
Sam Dunn joins our firm as Senior Advisor after a successful career as a senior Finance officer with Walmart. During 28 years with that company, he served in various leadership roles including: CFO of Sam’s Club and Walmart.com, Divisional Controller for Walmart US, and the top Administrative Officer in both Japan and Mexico. At the time of his retirement, he led the strategy and planning functions for Global Leverage Services.
Sam is a member of several business and professional associations, including: Financial Executives International and the American Institute of Certified Public Accountants. He sits on the National Advisory Council of the BYU Marriott School of Management.
Sam is actively involved in his church and in the community. His non-profit board positions include: President of the Westark Area Council of the Boy Scouts of America, and past-president of the Foundation Board of Open Avenues adult development center in Rogers, Arkansas.
Sam received his degree in Accounting from Brigham Young University in Provo, Utah. He and his wife, Mary, have four grown children and three grandchildren. When Sam is not helping clients you can find him with his family; or hiking, running and biking in the hills and trails of NW Arkansas, Texas and Utah.
Stefanie graduated from Sam Houston State University in 2008 with a Bachelor of Art in Mass Communication with an emphasis in Public Relations and spent the first ten years of her career in Public Relations and Human Resources.
Stefanie's focus on communication and corporate benefits led her to Boston Mountain where she helps clients decipher and leverage employee benefits as part of their financial plan. Her passion for financial planning developed as a result of watching her parents go from “swimming in debt” to “young and retired.” Inspired by this, she began to build and accomplish her own financial goals.
In free time, Stefanie enjoys spending quality time with her husband working on the farm, riding horses and tending to her chickens.
Garrett has experience in a wide array of financial analyses – including pricing, market research, forecasting, internal audit, and personal financial planning. The ability to marry his passion for helping others and interests in financial analysis led him to Boston Mountain. Garrett graduated from Oklahoma State University with a bachelor’s degree in Finance and Economics. In his free time, you can find Garrett exploring the local music scene.
Joshua Peters is Sooner-born and Sooner-bred, but went to BYU instead. An Oklahoma native, he and his wife, Elizabeth, have three daughters and two sons, in that order.
Licensed in 2007 with Merrill Lynch in OKC, he cut his teeth during the financial crisis and learned what risk really looked like for clients. In 2010, Joshua joined Cloud Capital in Tulsa as an investment analyst and portfolio manager for a mutual fund, where he gained valuable knowledge in solving client challenges and identifying the best investment products.
Joshua has a B.A. from Brigham Young University and an M.B.A. from Oklahoma State University. His free time is entirely make-believe, as he devotes himself to his wife and five children, his service to the Lord and the community. On occasion, he sneaks away long enough to paint something. He may start training for a sprint triathlon with his daughter