About Us


At Stidham Financial Services, we understand that your money represents a lifetime of hard work and dedication. Our mission is to grow and protect your assets while helping you pass on more of your wealth to your children and grandchildren rather than having it taken by the government or used to cover rising long-term care costs.

We specialize in assisting busy families across the United States to manage their assets to achieve their dream retirement while maximizing their loved ones' inheritances. Our services are designed to provide you with the protection and peace of mind you deserve to enjoy a more stress-free retirement.


What Sets Us Apart

Our Fully Integrated Professional Network

The difference that makes the difference

You might wonder what does a Fully Integrated Professional Network mean for you?

Imagine having a team that understands that comprehensive retirement and estate planning requires a coordinated effort from various professionals.

If you don’t have this fully integrated professional team, it can lead to significant issues, including higher costs, inefficiencies, and potential financial pitfalls. Our fully integrated professional network helps to ensure that all aspects of your financial planning are aligned and working together seamlessly, safeguarding your assets for you and your heirs.

The Risks of using Professionals acting independently:

  • Investment Professionals: When investment professionals work in isolation, they may not be aware of your overall financial goals or estate planning needs. This can lead to investment strategies that are not tax-efficient or aligned with your long-term objectives, potentially resulting in larger tax bills and less money in retirement.
  • Estate Planning Attorneys: Estate planning attorneys are crucial for creating wills, trusts, and other legal documents. However, your plan may have gaps without coordination with other professionals, such as uncoordinated beneficiaries or outdated documents. This can lead to probate issues, increased legal fees, and unintended distribution of assets.
  • Insurance Professionals: Insurance is vital to a comprehensive financial plan. Independent insurance professionals may not consider your entire financial picture, leading to inadequate coverage or unnecessary policies. This can result in higher premiums and insufficient protection for long-term care needs.
  • Medicare Professionals: Navigating Medicare can be complex, and independent Medicare professionals may not fully understand your healthcare needs and financial situation. This can lead to suboptimal Medicare plans, higher out-of-pocket costs, and gaps in coverage.
  • Veterans Administration Claims Agents: Veterans Administration Claims Agents help veterans access benefits, but without coordination with other professionals, opportunities for additional benefits or tax advantages may be missed. This can result in lower overall financial support and missed benefits.
  • Real Estate Professionals: Real estate transactions can have significant tax implications and impact your financial plan. Independent real estate professionals may not consider your estate planning or retirement goals, leading to higher capital gains taxes and less efficient use of real estate assets.
  • Retirement Planning Professionals: Retirement planning professionals are essential for creating a sustainable retirement income strategy. However, without collaboration with other professionals, there may be a lack of long-term care provisions, inadequate tax planning, and insufficient income in retirement.

Now may be the time to have our Network work for you

At Stidham Financial, our integrated approach ensures that all professionals work together towards your goals. By coordinating efforts, we eliminate inefficiencies, reduce costs, and provide a comprehensive plan that protects your assets and financial future. Trust us to guide you through every step of the planning process so you can enjoy peace of mind and a worry-free retirement.

Our professionals share information (with your permission) to create a comprehensive plan tailored to your needs. This collaboration ensures that every aspect of your financial plan is covered, resulting in a more efficient, effective, and responsive strategy.


Our Transparent Billing Policy

You're Not On The Clock... Because There Is No Clock

When people begin to grasp our unusual cooperative multi-professional approach to retirement income and estate plan design, which includes a financial advisor, estate planning attorney, CPA, tax attorney, and insurance agent working together, they logically think that's a lot of professionals so...

This Must Be Unusually Expensive Too

I get it.

Attorneys charge by the quarter-hour, right?

Not In Our Company

I'm proud to say the collaborative-case-design approach of our Fully Integrated Professional Network is unique but...

It's Our Transparent Billing Policy That You'll Really Find Exceptional

  • WE DON'T CHARGE you unless we can help you
    • We don't know if we can help without an initial consultation
  • WE DON'T CHARGE for the first consultation so we can all decide
    • IF we can help YOU
    • IF YOU want that help
    • IF WE want to work with you
    • IF YOU want to work with us
  • IF WE CAN HELP and we want to work together
    • Our Fully Integrated Professional Network will begin a thorough review and discovery process
    • This discovery process will take 4 meetings to complete
  • WE DON'T CHARGE for the first 4 discovery meetings
    • Yes, we're meticulous when it comes to your plan
  • WE DON'T BILL BY THE HOUR
    • Hourly billing makes people nervous; I don't like it
  • IF we can help, BEFORE you decide to engage us...
    • You'll know EXACTLY what we're recommending
    • You'll know EXACTLY how much it will cost
    • You'll know HOW the fee is paid BEFORE any work is performed:
      • As a carrier/institutional commission
      • Or out-of-pocket (if applicable)
  • WE DON'T DOUBLE DIP by "Wrapping Fees"
    • "Wrapping fees" is when a Financial Advisor gets paid an institutional commission and charges the client for the work.
    • It's Only Fair: If we earn an institutional commission, we will never charge you for that work.
  • Our Independent Lawyers DO charge a flat-rate for legal services (If needed)
    • You'll know the exact cost for your legal fees before the independent lawyer begins working.
  • We DO Charge for financial advisory services
    • A competitive percentage of the account value

In the quick video below, I explain our process and our pricing in more detail.

At Stidham Financial, we are committed to providing you with a holistic and integrated approach to financial planning so you can focus on what matters most – enjoying your retirement and leaving a legacy for your family.


Our Team


Daniel Stidham - President and Founder

Daniel Stidham

Meet Daniel Stidham, President and founder of Stidham Financial Services

Daniel Stidham is the heart and soul of Stidham Financial Services. Born and raised in Arkansas, Daniel is a proud lifelong resident of the state where he heads his business and family. With a bachelor’s degree in behavioral sciences from Arkansas Tech University, where he played football, Daniel brings a unique blend of discipline and teamwork to his professional life.

Daniel’s journey in the financial industry began with managing a team of professionals for AIG in Northeast Arkansas. He holds Life & Health Insurance (NPN 14584121) and Series 65 securities licenses (CRD 6892851) and is planning to attend law school in the spring. His extensive financial planning and wealth management studies ensure he is always equipped with the latest knowledge to help his clients.

As a passionate father and new grandfather, Daniel understands the importance of family and legacy. He loves the outdoors, hunting, shooting, and building guns, which adds an adventurous spirit to his personality. Daniel’s favorite part of his job is forming close personal relationships with each client, ensuring their financial goals are met with tailored strategies and solutions.

Daniel’s dedication to his clients matches his commitment to his family. He and his wife Angie have four beautiful children: Olivea, Kailey, Miles, and Ava Mae.

As the son of a District Court Judge and a Nurse Practitioner, Daniel values hard work, integrity, and community service. His hand-selected team takes pride in helping people grow and protect their wealth.

With offices in multiple states and a network of top professionals, Daniel is ready to tackle today’s most complex and urgent retirement, estate, tax, and investment issues. Whether you’re looking for financial advice or just a friendly chat about the outdoors, Daniel is the friend you want to work with. Join our family and discover our many options to secure your financial future!


Angie Stidham - Chief Financial Officer / Chief Operating Officer

Angie Stidham

Meet Angie Stidham, Chief Financial Officer and Chief Operating Officer

Angie Stidham is a driving force behind Stidham Financial Services. Growing up in Lake City, Arkansas, and having spent her entire life in Northeast Arkansas, Angie has devoted her career to office management. In 2015, she took the reins of operations at Stidham Financial, bringing her expertise and commitment to the forefront.

As Chief Financial Officer and Chief Operating Officer, Angie is the engine that keeps our company running smoothly. She handles everything from budgeting and accounting to scheduling meetings and communicating with financial institutions while taking some of the day-to-day phone calls. She also smoothly coordinates the schedules of all SFS advisors and professionals.

Angie is the proud mother of four beautiful children—Olivea, Kailey, Miles, and Ava Mae—and a new grandmother (Oma). Almost every moment away from the office is devoted to her family. She loves traveling with them, attending school activities, and keeping a happy home.

Recently, Angie discovered a new passion for interior design and is remodeling an old restaurant that will soon be the new headquarters for her admin team. Her creativity shines through in her love for themed parties, decorating, and creating stunning balloon arches—she’s the best party planner on the planet!

Angie’s dedication, organizational skills, and nurturing nature make her invaluable to our team. Her adventurous spirit and willingness to take on new challenges ensure that she’s always bringing fresh ideas and energy to the table. We’re thrilled to have Angie as our CFO and COO, and we know you’ll love working with her just as much as we do!


Olivea Jett - Associate Advisor

Olivea Jett

Meet Olivea Jett, Financial Advisor at Stidham Financial Services

Olivea Jett is a force to be reckoned with at Stidham Financial Services. With a Bachelor of Arts in Criminology and a Bachelor of Science in Psychology from Arkansas State University, Olivea brings our team a wealth of knowledge and a unique perspective. She holds Life, Health, and Property & Casualty Insurance licenses (NPN: 19497901) and a Series 65 license (CRD: 7890575), making her a well-rounded and highly qualified professional.

Olivea started as an apprentice at just 15, learning the ropes of the financial industry from her parents, Daniel and Angela Stidham. By the time she graduated high school, she was already working full-time, mastering advanced estate strategies and building lasting client relationships.

Now, she heads up our team of Retirement Professionals, passionately helping clients navigate complex financial, income, and retirement strategies.

But Olivea isn’t just a financial whiz—she’s also a 44 kg National Record holder and the International Powerlifting League Womens 44KG World Champion. She set 12 World Records in her recent competition. Her dedication and discipline in the gym mirror her commitment to her clients. Olivea’s nurturing nature and problem-solving skills shine through in every interaction, making her an invaluable asset to our team.


Ryan Wood - Retirement Professional

Ryan Wood

Meet Ryan Wood, Retirement and Insurance Professional

Ryan Wood is a dynamic and dedicated member of the Stidham Financial team. A proud graduate of Akron University with a bachelor’s in business administration, Ryan holds a Life and Health insurance license (NPN: 19319514) and is working towards his Series 65 certification.

His journey in the financial industry began by shadowing top advisors, attorneys, CPS's and others at Stidham Financial, where he gained invaluable insights into high-end and complex financial and estate strategies.

Ryan’s true passion is educating others. He excels at breaking down complicated issues into easily understood concepts, helping clients navigate their financial journeys confidently.

His background as a soccer coach, licensed to coach ages 1 to 18, speaks to his leadership skills, patience, and ability to connect with people of all ages. As a former coach of Lake High School in Uniontown, Ohio, Ryan knows the importance of teamwork and dedication.

Originally from Ohio, Ryan now calls Arkansas home. Ryan balances his professional life with his new role as a dad, bringing a nurturing and empathetic approach to his work. His love for coaching and his new fatherhood experience make him even more passionate about helping others achieve their financial goals.

Ryan works with families nationwide via video conference, creating strategies to protect their assets from the many threats retirees face. His enthusiasm, dedication, and exceptional communication skills make him a cherished team member. We’re excited for you to meet Ryan and experience his commitment to helping you achieve financial confidence!


Retirement and Insurance Professional - Robert Hall

Robert Hall

Retirement and Insurance Professional

Robert L. Hall is a highly motivated and experienced entrepreneur that has proven himself as extraordinary in his field, with the innate ability to cultivate creative ideas. Robert has also demonstrated the aptitude to implement very complex insurance protection and growth strategies designed to help deliver the desired results. He has formed some very unique partnerships and been recognized as one of the most notable professionals in the country by some of the largest and oldest companies in the world.

Robert founded the Affinity Advisory Network to be a holistic full service estate planning company. The strength of the company lies with the retirement professionals’ mentality to service every type of client, large or small. To better meet the needs of clients across the country, Robert has partnered with his close friend and colleague, Daniel Stidham and Stidham Financial, to bring this unique type of all-inclusive planning to more people than ever before. Over the past 6 years, Robert has worked side by side with Daniel to help address some of the most complex and urgent planning problems for retirees, helping them to protect what they have worked a lifetime for, and providing them with the financial confidence that everyone deserves to enjoy in their retirement years.

Robert Hall currently holds his Life and Health Insurance License, Property and Casualty Insurance License, and Viatical Settlement Brokers License. Robert is working toward the Series 65 License.


Marissa - Administrative Assistant/Event Coordinator

Marissa Jett

Meet Marissa our Senior Administrative Specialist

Marissa has been an invaluable part of our team for over five years. She works closely with Angie as her assistant and back-office support.

Recently, she added the title of Event Coordinator to her impressive list of roles, taking charge of our Estate Planning Presentations, both live and online. This new role is a perfect fit for Marissa, as she thrives on working directly with people and finds great satisfaction in making events run smoothly.

A proud graduate of Arkansas State University with a Bachelor of Arts in Psychology and a minor in Criminology, Marissa brings a unique perspective to our team. Her background in psychology highlights her empathetic and analytical nature, allowing her to connect deeply with clients and understand their needs. She’s also a licensed Realtor, adding another layer of expertise to her skill set.

Marissa’s nurturing personality is evident in her love for plants and gardening. She’s also a dedicated dog mom to Ajax, a Frenchie pug mix, and Ash, a lab mix, who keep her on her toes. Her enthusiasm for learning and growth is reflected in her continuous pursuit of education and professional development.

When she’s not busy coordinating events or assisting clients, you can find Marissa cooking delicious meals, spending quality time with family and friends, shopping, and expanding her ever-growing collection of plants. Her organizational skills, warm personality, and dedication make her a cherished team member. We’re excited for you to get to know Marissa and see why we appreciate having this wonderful young lady as part of our family!


Kailey Jett

Kailey Jett

Meet Kailey Jett, Client Concierge Specialist

Kailey Jett brings exceptional expertise and a unique vision to Stidham Financial Services, driving innovation and fostering strong client relationships. Her strategic insights and dedication to excellence truly elevate the team's performance and impact. As a proud new mom to sweet Belle, Kailey brings our team a unique blend of patience, empathy, and organizational prowess. Her background in Early Childhood Learning means she’s got the patience of a saint and a knack for understanding people’s needs—skills that are invaluable in her role.

Kailey is enhancing her expertise with a Certification of Proficiency from Black River College and a Business Law and Compliance Certification from Arkansas State University. Her commitment to continuous learning ensures she’s always at the top of her game, ready to provide the best service to our clients.

When she’s not busy making our clients feel at home, Kailey loves to cook up a storm in the kitchen (just don’t ask her to bake!). Her CPR certification is just another testament to her dedication and care. And did we mention she’s also our daughter? That makes her an integral part of both our family and our firm.

Kailey ensures every client feels part of the family with her warm personality, diverse skill set, and unwavering dedication. Meet Kailey and experience the exceptional service she brings to Stidham Financial Services!


Johnny Dwinell

Johnny Dwinell

Meet Johnny Dwinell, Digital Marketing Specialist

Johnny Dwinell is the digital marketing mastermind behind Stidham Financial Services' success. Originally from Nashville, TN, Johnny has been helping SFS achieve its business goals with professional, effective, and highly effective digital marketing campaigns for 13 years. His expertise lies in growing businesses through creative digital strategies while carefully managing real-time campaigns to maximize SFS's exposure.

Johnny’s strategic approach and keen analytical skills ensure that every campaign he handles is optimized for success. His dedication and commitment have been significant to Stidham Financial Services' growth. Johnny’s friendly and approachable nature makes him a joy to work with, and his passion for digital marketing shines through in everything he does.

Recently married, Johnny is excited to be part of the Stidham team and bring his innovative ideas to the table. Johnny puts the digital pieces together for SFS, like musical notes in a song. That’s no accident because he genuinely has music in his veins. He toured the country fronting his band, Kidd Gypsy. He’s worked with some of music’s most notable names and produced albums. He started crafting his digital marketing chops by working with fellow artists and helping to sell out their shows.

Now, he brings those talents to SFS. Whether crafting a new digital campaign or fine-tuning an existing one, Johnny’s goal is always to deliver exceptional results for our clients. We’re thrilled to have Johnny on our team and can’t wait for you to experience the magic he brings to our digital marketing!


Jim Speakman

Jim Speakman

Meet Jim Speakman, Senior Financial Copywriter

Jim Speakman is the creative genius behind the compelling marketing materials at Stidham Financial Services. With a career that kicked off as a direct response copywriter, Jim honed his skills under the guidance of industry legends, crafting multi-million-dollar promotions that showcase his expertise and talent. His relentless pursuit of improvement led him to delve deep into the study of strategic writing methods, influence, psychology, and sales strategy, making him a true master of effective, action-driven writing.

Jim is also a published author; his book is now available in 16 languages. This achievement highlights his ability to convey complex ideas in an accessible and engaging manner. His exploration of the psychology of retirement has made him a sought-after expert in the field.

At Stidham Financial Services, Jim writes marketing materials for all media, including direct mail, social media, emails, white papers, and more, promoting the company’s retirement and estate protection services. His creativity and strategic thinking blend seamlessly to create content that resonates with clients.

Jim enjoys spending time with his wife and twin daughters when he's not crafting compelling copy. Jim lives in Canton, Ohio, which is the home of the Pro Football Hall of Fame. Jim has not only visited the Hall many times but has volunteered as the Chairman of the Game Committee. This committee was responsible for the timing of pre-game, halftime, jet flyovers, and player interviews on the sidelines. Having volunteered for over 14 years, Jim has absorbed the all-in commitment to the game and has many stories of his years meeting these game legends. Jim is committed to exploring new writing techniques to involve even more clients in this crucial retirement and estate planning area. We’re thrilled to have Jim as our Senior Financial Copywriter, and we know you’ll appreciate his exceptional work as much as we do!


What To Expect At Your First Appointment


1. In your first meeting, you will enter a relaxed environment in which our team of professionals will begin to uncover potential roadblocks that could prevent you from achieving your financial goals. Feel free to sit down and enjoy a cup of coffee as we draw out the roadmap designed to help you achieve your financial goals.

2. Your spouse, partner, family members or other confidants should be with you. To maximize productivity, we ask that all decision makers are present at your initial consultation. Appointment time in our office is very valuable, so bringing non-present decision makers up to speed at a later date is not optimal.

3. You DO NOT have to bring ANYTHING in. We believe that your first appointment with us will be different than any other meeting you have ever had with a financial professional. You do not know us, and we do not know you. Quite frankly, we are not sure if we will be able to help you or whether or not we will elect to take you on as a client. Your first meeting will give us the proper time needed to get an initial peek into your financial world. If you choose to bring specific items in to your appointment, we cannot guarantee that we will review them.

4. We’ll accomplish three items in our initial time together.
  • Destination Navigation

    Determining where you want to go is a pivotal part of realizing any potential roadblocks. In order for us to establish an appropriate course of action, we must first ascertain any concerns and objectives and bring them to the forefront. Allow us to assess your current goals as a function of the portfolio you currently have.

  • Are we able to help you?

    We can’t help everyone who comes through our doors. After our initial meeting, we should have enough information to fully assess whether our “holistic planning approach” will help you reach your desired destination.

  • Do you really want our help?

    We respect the fact that some people just want information. We are in the business of fixing problems, not just giving away information. We will provide you with the information that you need to determine if you want to take the next step in our “holistic planning approach.” It’s not uncommon for you to meet with our professionals several times over the first 90 days, including the possibility of meeting twice a week on occasion. Our time is very valuable and appointment time in our schedule is usually booked out weeks in advance. We can help fix your financial problems, but it’s up to you to take the 1st step.

TO SUMMARIZE:

You’ll be greeted warmly and seen at your appointment time. We strive to minimize wait time. Your appointment will last no less than 30 minutes and no longer than 90 minutes. All the family decision makers are asked to attend the entire meeting. By the end of the meeting, we will tell you whether or not we believe we can help you address any problems you may be experiencing, or at the very least whether we should sit down together for a second meeting. If Stidham Financial Services puts together a plan for you, we are confident that you will understand more about your financial situation than you ever have before. Our objective is to provide you with financial confidence knowing that a caring and talented team is available to help you reach your goals.


Investment advisory services offered by appropriately registered individuals through AAN Wealth Advisors, LLC, a registered investment advisor. Insurance products and services are offered through Stidham Financial Services, AR lic # 14584121. AAN Wealth Advisors and Stidham Financial Services are not affiliated companies. We do not provide tax, legal or estate planning advice or services, and are not affiliated with any government agency. Information is presented for informational purposes only and should not be construed as recommendation or advice specific to your personal situation.

Stidham Financial Services provides its clients with access to a network of unaffiliated professionals such as Elder Law attorneys, Real Estate agents, Accountants, CPAs, and VA accredited claims agents and attorneys to provide integrated and comprehensive services. All professionals are properly licensed and registered in the states in which they conduct business.

Investing involves risk, including possible loss of principal. No investment strategy can ensure financial success or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state.